What We Do

New Business Win/Loss Analysis

Chatham’s New Business Win/Loss Analysis program can help improve your new business win rate by examining the true reasons you win and lose specific clients. Chatham gathers unfiltered feedback from prospects through in-depth surveys conducted by experienced Executive Interviewers, providing the information and guidance you need to improve your sales processes and offerings.  We specialize solely in collecting survey information for retirement service providers, financial asset managers, and other financial market participants, so our insights are timely and informative.

Key Benefits

  • Increase the win rate for new business by learning how your company compares with competitors in new business situations.
  • Improve your product development, sales, pricing and positioning strategies based on specific input from customers
  • Benchmark and track sales effectiveness against internal standards and Chatham’s proprietary benchmarks
  • Generate direct, unfiltered feedback about sales personnel that can be used for evaluating and compensating employees
  • Make clients and prospective clients aware of your desire to improve by having a third-party research firm contact them for feedback.