Appointed as an unbiased agency to take a deep dive into gathering a fuller understanding and collective insights from ex Senior Level Financial Advisers on reasons for exiting the company. Worked to tight deadlines in time for their EXCO meeting.
- Formulated relevant interview questions
- Preparation of communications for messaging
- Co-ordination and setting up of interviews and appointments
- Conducting of one-on-one probing telephonic surveys
- Delivery of comprehensive audit report of insights
The insights proved very valuable, plugging into a larger productivity and retention discussion that was a key strategic priority for their team and key decision-makers.