Client experience management for advice businesses.
Get a high definition view of your client relationships to improve growth, identify inefficiencies, and demonstrate compliance. We make it easier to collect, understand, and act on the voice of clients, so you can make better decisions, achieve impact, and give your business a competitive edge.
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Monitor Compliance
Make it easy for your clients to reflect on and confidentially share their experience about promises delivered versus promises made.
Gather testimonials
Source powerful testimonials from your clients (and identify pain points) in a non-confrontational format.
Generate Referrals
Quickly identify authentic referral sources. Make it easy for them to refer by arming them with performance details about the experience you deliver.
Save time & effort
Our done-for-you service needs only 10 minutes to collect feedback, review detailed reports, and take confident action.
We used MyNextAdvice to find an adviser because we were concerned that our financial situation wasn’t where it should be, and we’re getting closer to retirement. The process with you was easy. We didn’t have to spend time ringing around to find someone – once we were matched to someone they rang us! We would recommend using your site to anyone who wants a valuable experience.
We have used MyNextAdvice over the last 12 months to gain valuable feedback from our clients regarding our services. The process of surveying our clients is very simple and effective and we’ve been pleasantly surprised by the number of clients who have completed the survey. Viewing and analysing the responses is very easy due to the automatic data capture and reporting mechanisms within MyNextAdvice.
MyNextAdvice is very user friendly for both advisers and clients. The survey questions are wonderfully direct & simple, however, provide valuable insights to help identify where we are performing well and what areas we need to work on. MyNextAdvice is a great service we will continue to use in our practice.
Implement A Sound Compliance Monitoring Strategy
The compliance obligations of licensees and their advisers/brokers have changed, so don’t put your license and livelihood at risk – it is essential to monitor and demonstrate compliance through the voice of your clients. As a licensee, you need to have your finger on the pulse to ensure all authrorised representatives are conducting themselves in a compliant manner and they too have the evidence to prove just that. As an adviser/broker, you more than ever need to ensure you are conducting yourself ethically and delivering good client outcomes.
MyNextAdvice can be used to monitor performance and identify pathways to improvement. We’ll help you to quickly and conveniently generate results you can use as authentic proof that you deliver a compliant and great experience to ALL your clients.
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Focus On The Right Metrics
Stronger client relationships drive superior financial performance. Positive impacts include higher client retention, improved lifetime value and more referrals.
MyNextAdvice quickly and easily measures the DNA of your client relationships and produces insightful metrics and actionable guidance aligned to the strength of each relationship and your compliance obligations throughout the client lifecycle. Use these to understand and improve your clients’ experience. Reap the financial rewards.
Access An Easy To Use Solution
MyNextAdvice is easy to use and takes very little of your time. Clients quickly complete an online survey aligned to their lifecycle stage. We generate a suite of valuable reports and key metrics in real-time that identify any performance issues, referral sources, capture testimonials, and rank key compliance and relationship drivers to help you understand performance. Our Game Plan will guide you on what actions to take next.
Most importantly, results are collected confidentially and close the loop on your client’s experience. We even provide a data download of all results to help with internal analytics and benchmarking.
We used MyNextAdvice to find an adviser because we were concerned that our financial situation wasn’t where it should be, and we’re getting closer to retirement. The process with you was easy. We didn’t have to spend time ringing around to find someone – once we were matched to someone they rang us! We would recommend using your site to anyone who wants a valuable experience.
We have used MyNextAdvice over the last 12 months to gain valuable feedback from our clients regarding our services. The process of surveying our clients is very simple and effective and we’ve been pleasantly surprised by the number of clients who have completed the survey. Viewing and analysing the responses is very easy due to the automatic data capture and reporting mechanisms within MyNextAdvice.
MyNextAdvice is very user friendly for both advisers and clients. The survey questions are wonderfully direct & simple, however, provide valuable insights to help identify where we are performing well and what areas we need to work on. MyNextAdvice is a great service we will continue to use in our practice.
How does it work?
Collect feedback
Our quick, simple process can be used across your clients & other stakeholder groups and is designed to maximise data relevance & response rates.
Leverage results
Based on your performance, Trustgenius will help you automatically generate authentic & compliant testimonials to grow your business & boost your reputation.
Take meaningful action
We'll identify performance gaps and provide tailored Game Plans so you can take practical steps to improve your trustworthiness & reputation.
Want actionable insights to grow your business?
Our team has 42+ years combined experience in financial services and business development. We like to share our opinions and insights with our network when it’s relevant. Become part of our network here.
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Engage your stakeholders & demonstrate your trustworthiness in a world of declining trust.
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