Client Engagement·Capability hub
Client Feedback
Specialized survey tools and sentiment analysis designed to capture client NPS and qualitative advice ratings.
What's shifting
From periodic surveys to proactive sentiment health scores
Client feedback was once largely confined to periodic, low-response-rate satisfaction surveys that were often ignored by both the client and the firm. Advanced sentiment analysis engines and AI-powered "listening tools" are now analyzing client communications—like meeting transcripts, portal activity, and email sentiment—in real-time to provide proactive health scores. This allows firms to transition from reactive, survey-based feedback to a proactive, continuous model of client experience management.
Product Management Artifacts
Coming soonTeardowns, deep dives, and other product managment artifacts for this capability are on the way.