This survey has 12 questions and takes under 5 minutes to complete
After completing the survey, all respondents will gain access to real-time insights, including:
- Desired outcomes from improving the client experience
- Key drivers and barriers to future improvement
- Perspectives from their customers
- Upcoming technologies and paths to growth
Client Experience Research Champion's
The Client Experience Survey is a high-profile project that provides a statistically significant snapshot of client experience in the Asset and Wealth Management sector. There is no other project like it. Our interactive dashboard will provide digital-focused trends and benchmark current and future activity.
The Research Champions are dedicated to delivering better client experiences. They help spread the word about our research by sharing this survey with their network.
If you would like to become a Client Experience Research Champion, please get in touch. We will feature your details on this page and share our Research Champion badge for your website.
The CX revolution is underway. Attitudes have shifted from "we want this" to "we need this".
Theo Paraskevopoulos, Invessed CEO