In a quickly evolving retail-distribution landscape, asset managers face pivotal questions around how to effectively engage financial advisors:
- What are advisors’ needs, preferences, and decision-making drivers?
- How do these differ by advisor size, product mix, and channel of distribution?
- How can asset managers strategically deploy sales and marketing resources to prospect for, retain, and service advisors in an increasingly digitized industry?
The Financial Advisor Customer Experience Survey gathers detailed data from thousands of financial advisors about their satisfaction with specific asset managers.
Financial Advisor Customer Experience Survey
Top-line metrics—including Net Promoter Scores—and deep dives on sales, service, marketing, and brand help asset managers analyze what really drives a positive customer experience and how they are performing relative to peers.
McKinsey’s Performance Lens experts meet with executives to review their organization’s scorecard, identify industry best practices, and prioritize customer experience improvement initiatives to drive long-term impact.