Client Service: What it Takes to Walk the Talk

February 15, 2014

In today’s competitive environment, managers can no longer differentiate themselves by price and performance alone.

Why Client Service Matters

In today’s competitive environment, managers can no longer differentiate themselves by price and performance alone.

An important factor in any economic climate or investment cycle, client service is becoming more critical in influencing investors and thus increasingly important to managers’ long-term success.

We interviewed representatives at money managers, consultants and institutional investors to identify the impact of client service on a manager’s ability to compete, including:

  • The impact of client service on hiring a manager
  • The gap in managers’ and investors’ client satisfaction levels
  • The role of technology and segmentation
  • Recommendations
96% of investors Say managers' client service is a differentiator among competitors

Client Service: Are managers measuring up?