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.
Client Satisfaction Survey
External survey of the firm’s clients, to determine their level of satisfaction with general engagement and service delivery
Client Engagement Audit
Audit of firm policies in relation to client engagement and fee structures
Transition Documents and Scripts
Provision of all relevant documents and scripts to enhance client transition
CRM Platform Audit
Review of the firm’s client relationship management platform and systems
Client Transition Project
Development of client transition project plan with SMART actions
Client ADVISORY ROLE PLAY
Brush up on onteractions skills through ongoing roleplay