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.

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.

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

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.

 

Engage your stakeholders & demonstrate your trustworthiness in a world of declining trust.

Sign up for free to see if Trustgenius works for your firm.