Our competitive brand benchmarking research has allowed us to build a greater understanding of the dimensions that actually drive sales.
The Touchpoint Evaluation process measures the value and impact of client interactions for high-value sales in competitive financial services environments by providing an immediate and direct feedback link to clients. At its heart, it is an effective tool to support continuous improvement and customer engagement.
Listen to Environics Research VPs of Financial Services David MacDonald and Robert Stel to learn more about the benefits of this important tool.
This powerful tool provides a clear measurement of the effectiveness of any client touchpoint, allowing organizations to make the right decisions based on real, unbiased feedback.
Learn more from David MacDonald and Rob Stel about how the Touchpoint Evaluation process works.
This customizable salesforce evaluation framework easily integrates into your existing sales management program by allowing customers to provide feedback immediately following scheduled sales meetings.
The feedback and comments are then shared in real time with sales managers through a live dashboard, allowing your teams to quickly and effectively respond to issues and opportunities as they arise.
The Touchpoint Evaluation framework is supported by Environics’ annual financial services brand benchmarking study, which tracks the performance and importance of key dimensions that drive sales and matter most to financial advisors, planners and insurance brokers.
The uses and benefits of the Touchpoint Evaluation process are multifaceted and can be seen across your entire organization. They include:
—Lisa Trudell Vice President, National Sales