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View reports for client service
complete:
1  Unacceptable
2  Very poor - always fails to meet expectations
3  Poor - often fails to meet expectations
4  Satisfactory - sometimes meets expectations
5  Good - often meets expectations
6  Very good - always meets expectations
7  Excellent - consistently exceeds expectations

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True and fair assessment of providers' strengths and weaknesses
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service partners evaluated across 6000+ ratings submitted
Complimentary reports evaluating supplier performance

Query tracking tool

The provider gives the client the ability to track the status of queries that have been raised.


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Technical knowledge

The client service team has good industry and business knowledge, systems knowledge and regulatory awareness.


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Professionalism

The client service team has drive, resilience and adaptability. It is responsive to requests, has strong communication skills and a pro-active stance, engaging all stakeholders while adopting a pragmatic approach in seeking a resolution that's acceptable to all parties.


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Aligned service team

The provider has a client service team specifically aligned with the service provided to the client.


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Handover to new contact

When the relationship manager changes, the client is informed in good time and the replacement is fully briefed and introduced to the client.


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Knows & supports client

The client service team supports the client's business as usual. The team has a good understanding of how the client operates, preferably extending to its internal processes, and has clout in the vendor organization and the ability to escalate as required.


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Supports client change

The client service team acts proactively and comprehensively in supporting the client's change projects: from establishing additional funds, through entering new markets and requiring new services, to the client's restructuring projects.


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Supports client growth

The client service team understands the client's growth strategy and takes a proactive stance to driving service improvement and pointing to additional services and capabilities that would benefit the client while also improving interaction between vendor organization and client.


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Proactive new business transition

The provider proactively manages the transition of new business through the provision of an integration manager, project plans and deliverables against targets.


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Proactive service improvement

The provider takes a proactive stance in contrasting its service provision with that of its competitors, identifying areas for improvement (with corresponding changes at provider and/or client) and following through on these improvements.


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Other feedback

Year-on-year performance, improvements needed...
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