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Client Care Program Development

Create Consistent Behaviors, Get Consistent Results

Build the framework for your staff that defines and promotes effective client service activities firm wide.

Companies with a customer experience mindset drive revenue 4%-8% higher than their competitors. Companies with initiatives to improve their customer experience see employee engagement increase by 20% on average.

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The Problem We Address

The quality of your firm’s client service is inconsistent across employees, departments, and divisions.

Why This Matters

Providing consistently superior client service is the way to stand out from competing firms that also offer high-quality professional services. Conversely, providing inconsistent levels of client service and a poor client experience can result in a loss of revenue and client loyalty.

Our Solution

CFU will assist your firm in developing a Client Care Program tailored to help you achieve the level of client service you want to be known for. Your program’s framework will specify the protocols and guidelines for employees to follow to ensure clients have a superior experience consistently across all your teams, departments, and divisions.

What Your Firm Gains

With clearly defined client service objectives and a firm wide focus on meeting them, you elevate employees’ awareness of the essential elements needed for delivering a superior client experience consistently. As a strong client service ethic becomes ingrained throughout your firm’s culture, your firm’s value proposition surpasses that of your competitors.

Shaking Hands

Ready to get actionable feedback and insights?

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