“We know that the best way to drive positive change is to learn from our mistakes and hear what our customers have to say. Our companies thrive off customer feedback. It helps us to innovate and disrupt, and keeps us relevant.”
- Richard Branson, Founder, Virgin group of companies
We understand just how important client feedback is, it shapes how you improve your products and services to help you grow your firm and your revenue. If your firm has a sophisticated approach to listening to your clients, OnePlace has the means to support you and make sure it's used to build (or repair!) relationships for your firm.
We've built two approaches into OnePlace to help you capture feedback from your clients so it's stored centrally and used to inform decisions and actions. Worried about who can see client feedback? We've built in controls so you can restrict who is able to see feedback, in case that gets a bit awkies.
If you already ask clients to assess performance on matters or projects to understand where there's room for improvement, we've got you covered. This can be integrated with your own email/survey product. If it's something you're looking to implement, we can help you with that too.
For those broader relationship conversations with clients where you discuss the bigger picture, we provide a less structured approach for you to capture rich text notes against a client which you can share as you see fit.