The Current State

Few advisors seem to have a system for proactively gathering client feedback about their experience—on the whole, this is where industry scores were the lowest.  Many advisors say that they may ask for feedback after client meetings, but a more common explanation we hear is that advisors “know their clients” and are in frequent contact with them, and so additional feedback gathering isn’t necessary. 


The big development opportunity we see for advisors is identifying the kinds of information that would be most helpful for enhancing the client experience and value proposition—and then see if you are currently getting that information.  Some key steps forward include:

  • Getting a more detailed understanding of what your “client journey” is and where the biggest pain points are for clients
  • Inviting clients to participate in an advisory board or other kind of group sharing event to make it easier for clients to share their experiences and ideas around key topics of interest

Our Research

See the overall benchmark results for the Integration with Experience Management activity area:


Download Activity Area Benchmarks


Resources to Help You Succeed


Development Opportunities

What are some of the typical experience journeys your clients go through? Just answering this question can go a long way in revealing what kind of feedback you should be gathering from clients.


Get up to speed on mapping out your client experience journey: access tutorial

Have you considered using client feedback surveys? You might learn some things you’d never hear from a client directly: read article


Organizing a client advisory board or other group context for collecting feedback and insight can be very valuable—as clients tend to share more freely in groups and build upon each other’s ideas.  Are you creating opportunities for clients to connect and share? 

Learn more about gathering client feedback and understanding in group contexts: