What We Do
Chatham Partners' research over the past 10 years indicates a high correlation between the success of retirement plan conversions and ultimate relationship longevity. As such, improving the conversion process should always remain a high priority for financial relationship managers. Post-Implementation Analysis assesses new clients' perceptions of the retirement plan conversion process in a number of key areas while it is still fresh in their minds.
- Isolate key strengths, weaknesses and gaps within the conversion process and with conversion personnel
- Provide actionable recommendations for improving the conversion process and training of conversion personnel
- Identify specific clients whose retirement plan conversions were problematic and determine remedial steps to improve these relationships
- Generate direct, unfiltered feedback about conversion personnel, which can be used to create quantitative benchmarks for employee evaluation and compensation