Client Insight

Put the client at the centre of your business for commercial success

Drive business growth and performance by bringing the voice of the High Net Worth client into decision making. Our Client Insight practice specialises in understanding ultra/high net worth individuals and the financial institutions with which they interact. Using quantitative and qualitative research methodologies, our solutions cover:

Challenges we help you to solve

  • How do I grow my business?
  • What new products should I develop?
  • How do I increase the amount of business that I do with clients?
  • How do I attract the next generation of clients?
  • How do I maintain a competitive position in an ever-changing landscape?
  • What are the strengths and weaknesses of my proposition?

Client Experience data to improve financial results

Firms which integrate their client experience programmes into their business and people strategies can improve their financial results.

We have unique capabilities in the market to take client experience data and combine it with employee pay and productivity data and firm-wide financial performance data.

This enables us to identify the criteria that create successful front office teams which will both improve client experience and drive business growth.

Performance, Client experience, Talent and pay

Wealth Management Research Capabilities

Quantitative Research

  • Large scale tracking
  • Benchmarking
  • Product development
  • Thought leadership

Qualitative Research

  • In depth interviews
  • Exploratory research/focus groups
  • Proposition/concept testing
  • Client roundtables

Contact us

Caroline Burkart (Europe)
Associate Partner, London
+44 (0)20 7086 5215

Giles Patterson (Europe)
Director, London
+44 (0)20 7086 0218

David Lo (North America)
Associate Partner
+1 248.214.6910

Nikhil Dama (Asia)
Manager, Singapore
+65 6645 0132