1300 621 883 [AUS] | +612 8231 6526 [INT] info@mergeassist.com.au

Client Services

To get true value from the deal, ‘Client Transition’, needs to be managed in a way that minimises disruption to the relationship and maximises the opportunities.

A formal transition program will quickly engage incoming clients and identify all those ‘hot spots’ that need quick attention

The team at MergeAssist will help you identify and address all client engagement and transition issues in a proactive way.

Key Projects

N

Client Satisfaction Survey

External survey of the firm’s clients, to determine their level of satisfaction with general engagement and service delivery

N

Client Engagement Audit

Audit of firm policies in relation to client engagement and fee structures

N

Transition Documents and Scripts

Provision of all relevant documents and scripts to enhance client transition

N

CRM Platform Audit

Review of the firm’s client relationship management platform and systems

N

Client Transition Project

Development of client transition project plan with SMART actions

N

Client ADVISORY ROLE PLAY

Brush up on onteractions skills through ongoing roleplay

CLARITY IN THE ‘TRANSITION’ & THE ‘INTEGRATION’