A little about Sutherland
Sutherland Independent Ltd is a Wealth Management Form which has been operating for over 20 years. Their customers are typically individuals planning their retirement, people experiencing material and financial changes in their circumstances or business owners with many different planning requirements.
Sutherland Independent help their clients define, plan for and realise their financial and personal goals. They believe in listening, understanding, communicating clearly and treating customers fairly. As a fully independent organisation, they operate with core values of openness, honesty and integrity.
Sutherland Independent were looking to satisfy their high-level objective of obtaining regular client feedback. Without this they did not have the necessary information to help them make targeted improvements.
Sutherland Independent selected Wizu as their survey provider as it was fun, different and engaging. Wizu provided them with a solution that kelp clients engaged to secure a good completion rate. One of the key features was the ability to detect emotion in answers and be able to route follow up questions accordingly. This helped generate deeper, more insightful feedback while also providing a better experience for the respondent.
Sutherland Independent Ltd is now able to evidence high customer satisfaction and client loyalty. The feedback has also been invaluable in developing and improving the client offering as well as enhancing employee rewards.