What We Do

Intermediary Perception Analysis

In many markets, intermediaries such as consultants and brokers play an influential role in the decision to purchase a particular investment vehicle or service. As a result, understanding and managing the perceptions of this constituency is critical to driving new business. Chatham Partners provides honest, actionable feedback about how financial intermediaries view your products and services so you can address any actual or perceived weaknesses.

Key Benefits

  • Increase your new business win rate by gaining an improved understanding of your strengths and weaknesses as reported by each intermediary
  • Understand each intermediary's decision-making process in order to positively influence perceptions and maximize opportunities
  • Target products and services that individual intermediaries would like to learn more about and identify those in which they have little interest
  • Identify intermediaries with sub-par perceptions of your company and develop specific action plans to improve these relationships
  • Demonstrate your desire to improve by soliciting feedback using an independent third party