Improve your client retention rate by continually enhancing customer satisfaction with Avida International

For over a decade Avida International has been working alongside its investment service provider clients to help them continually improve customer satisfaction. We understand that client loyalty can never be taken for granted and nowhere can this be more true than in the case of the financial services industry.

Please listen to our short podcast on Client Retention, where we give a background to and describe our Client Retention services:

 

Improve your client retention rate with Avida International

Enhance customer satisfaction rates and improve client retention through our data, tools and consulting services.

Complete the form below and one of our consultants will be in touch to help you.

How we can help you

Software, monitoring, consultancy & training

Following the financial crisis in 2008, the quality of outsourced relationships in the institutional investment arena was tested.

There were many lessons to be learned on how service providers might better anticipate changing client demands in an extremely dynamic environment. “Trust” is a key ingredient in retaining a client relationship and it requires continuous attention and monitoring. Based on leading academic research and empirical evidence in working with its own clients in selecting and evaluating outsourced service providers for institutional investors, Avida International has developed a bespoke approach to monitor and actively manage client relationships in time.

The approach involves four main drivers:

  • Quantitative results
  • Communication and relationship
  • Governance and alignment of interests
  • Innovation and thought leadership

For each of these factors, Avida International has developed a bespoke approach to objectively measure in time and compare against peers. This involved input from investment and governance professionals, as well as from experts in the area of behavioural finance and psychology.

How we can help you

A suite of tools & consulting services

to help you retain clients and grow your service fees

Client Retention Toolkit

Client Retention
Tool Kit

Use our tool kit to monitor and manage your client relationships.

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Client Retention Monitoring

Client Retention Monitoring

Avida professionals support you in monitoring by conducting interviews with your clients.

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Consultancy Advice

Consultancy
Advice

Avida professionals provide advice on how to further improve your client relationships.

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Coaching Support

Coaching
Support

Avida’s trained coaches provide you with on-the-job support in further improving client relationships.

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SERVICES . RETENTION TOOL KIT

AICRM Client Retention Tool Kit

Provides you with everything you need to successfully retain your clients

Account managers and other client facing staff are responsible for their client relationships. The AICRM tool kit provides them with the tools to structurally monitor the quality of their client relationships in a disciplined manner, which identify early red flags pointing towards action. Since the tooling is based on the Avida International database, clients also benefit from the availability of peer group comparative information.

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Final-ScoreCard
AICRM

Monthly Plans

Bronze

Get onboard with the free plan and explore the features

Silver

Get onboard with the free plan and explore the features

Gold

Get onboard with the free plan and explore the features

Platinum

Get onboard with the free plan and explore the features

Diamond

Get onboard with the free plan and explore the features

EUR

from € 420
per month

Talk to Sales		 Talk to Sales Talk to Sales Talk to Sales Talk to Sales

Access to annual seminar on client retention

Annual client retention report “voice of the customer”

Access to semi-annual expert webinars on best practices

Review of existing practise on client retention management

On-off pilot for key client (including interviews, bespoke advise and 1 coaching session with client facing staff)

  

Subscription to AICRM tooling and database

  

Subscription on AICRM monitoring with interviews

    

Tailored advice on improving your client retention rates with client specific action plan for improvement

      

Support in client specific actions for improvement

        

Tailored on-the-job training with client facing staff (6 group coaching sessions per annum)

        

Tailored monthly one-to-one coaching with client facing staff

        
           
AICRM

Monthly Plans

Bronze

Get onboard with the free plan and explore the features

Silver

Get onboard with the free plan and explore the features

EUR

from € 420
per month

Talk to Sales		 Talk to Sales

Access to annual seminar on client retention

Annual client retention report “voice of the customer”

Access to semi-annual expert webinars on best practices

Review of existing practise on client retention management

On-off pilot for key client (including interviews, bespoke advise and 1 coaching session with client facing staff)

  

Subscription to AICRM tooling and database

  

Subscription on AICRM monitoring with interviews

    

Tailored advice on improving your client retention rates with client specific action plan for improvement

    

Support in client specific actions for improvement

    

Tailored on-the-job training with client facing staff (6 group coaching sessions per annum)

    

Tailored monthly one-to-one coaching with client facing staff

    
     
AICRM

Monthly Plans

Gold

Get onboard with the free plan and explore the features

Platinum

Get onboard with the free plan and explore the features

EUR

 Talk to Sales Talk to Sales

Access to annual seminar on client retention

Annual client retention report “voice of the customer”

Access to semi-annual expert webinars on best practices

Review of existing practise on client retention management

On-off pilot for key client (including interviews, bespoke advise and 1 coaching session with client facing staff)

Subscription to AICRM tooling and database

Subscription on AICRM monitoring with interviews

Tailored advice on improving your client retention rates with client specific action plan for improvement

  

Support in client specific actions for improvement

    

Tailored on-the-job training with client facing staff (6 group coaching sessions per annum)

    

Tailored monthly one-to-one coaching with client facing staff

    
     
AICRM

Monthly Plans

Diamond

Get onboard with the free plan and explore the features

  

EUR

 Talk to Sales  

Access to annual seminar on client retention

  

Annual client retention report “voice of the customer”

  

Access to semi-annual expert webinars on best practices

  

Review of existing practise on client retention management

  

On-off pilot for key client (including interviews, bespoke advise and 1 coaching session with client facing staff)

  

Subscription to AICRM tooling and database

  

Subscription on AICRM monitoring with interviews

  

Tailored advice on improving your client retention rates with client specific action plan for improvement

  

Support in client specific actions for improvement

  

Tailored on-the-job training with client facing staff (6 group coaching sessions per annum)

  

Tailored monthly one-to-one coaching with client facing staff

  
   
SERVICES . CLIENT RETENTION MONITORING

(Semi-) annual reports and webinars to help you get the most from your AICRM subscription

Client retention requires continuous monitoring in order to pro-actively anticipate potential customer specific areas of dissatisfaction. Indeed, its value is often overlooked as a means of identifying new business opportunities.

The Avida International Client Retention Management (AICRM) tool has been developed to help service providers independently check the temperature of their customer relationships. It uses client feedback to score the absolute performance of your organisation under a number of key headings. In addition, your organisation enjoys the additional benefit of being able to ascertain where it stands against industry peers, thanks to the quality of Avida International's existing database.

Our clients are often surprised and always delighted at the client insights AICRM generates.  Our survey methodology, managed by very experienced former industry practitioners, regularly helps bridge the communication gap that can sometimes develop between client and service provider.  This is never more valuable than when it helps identify new areas for both parties to work together for their mutual benefit.  

Peer Group Benchmark

For each category in the scorecard we provide a ranking against peers, in order to indicate relative gaps and areas for improvement.

Spider-Diagram

 

Client Retention Monitoring

Client specific annual reports

SUBSCRIBE
EUR

€1,500 per client

with a minimum of 20 clients

AICRM© reporting integrates 4 perspectives, each of which is measured against market standards: 

  • Quantitative financial data
  • Governance and alignment of interests
  • Client relationships and communication
  • Innovation and thought leadership
Enquire
Client Retention Monitoring

Client specific mid-year and year end reports & webinars

SUBSCRIBE
EUR

€1,750 per client

with a minimum of 20 clients

AICRM© reporting integrates 4 perspectives, each of which is measured against market standards: 

  • Quantitative financial data
  • Governance and alignment of interests
  • Client relationships and communication
  • Innovation and thought leadership

Plus monthly webinars delivered by our in-house team of analysts and reporting professionals.

Enquire
SERVICES . ADVICE & COACHING

Get the most from your subscriptions with the help of our consulting and coaching services

The Avida International advisors have a deep understanding of customer demands and are available to support client-facing staff at investment service providers to improve their effectiveness.

This involves, for example, on-the-job preparations for investments committees and board meetings, and group coaching sessions.

All too often investment professionals are content-driven, focussing on their presentations instead of truly engaging with their clients. The training focuses on bad weather scenarios and building trust when things are going well.

We offer two types of consulting services:

  • Advice on client retention
    Client-specific plans with actions for improvement
  • Coaching
    Coaching on client retention (individual F2F, Group Zoom, workshops)

Enquire
TESTIMONIALS

What some of our clients have to say:

After an in-depth review of our product offering for the Netherlands, Avida made a number of good suggestions to further improve our positioning for institutional clients.

Catrinus van Willigen | Client Solutions Director and Managing Director Benelux branch

Avida successfully trained and advised our local staff in winning a large fiduciary tender

Rogier van Harten | Managing Director, Head of Institutional, Continental Europe

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