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.

The Problem

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.

The Solution

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.

The Outcome

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.

“We are delighted with the results from the initial project and are already looking at rolling out additional projects. Wizu were very helpful and our customers really responded well to this more engaging way of collecting feedback.”

Ruth Betteridge, operations director

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