Special offer exclusively for
Financial Planning Today readers

Financial Planning Today has negotiated a special offer with Investor in Customers (IIC)
to help you take your firm to the next level


IIC’s new Discovery Assessment enables you to rapidly identify the changing needs of your clients and employees and put in place the systems and services that don't just meet their new needs, but exceed them.
Helping you to increase client and employee loyalty, enhancing profitability and sustainability.

Do you want to 

Is it for you?

  • You want to evaluate the strengths and weaknesses of the customer experience and employee engagement you currently provide
  • You want to recognise how your clients' and employees' needs have changed and how you need to meet those needs in the future, identifying gaps between what you currently do and what you now need to do
  • You want immediate actionable insight to improve the experience clients and employees receive, boosting client advocacy and retention, as well as employee engagement and motivation
  • You want independent evidence that your firm is meeting the standards expected 

What will you get?

  • A fully outsourced service to minimise disruption and cost to your firm at this critical moment in time
  • Vital insights relating to what each group now needs from you enabling you to listen to the voice of your clients and employees to identify service improvements
  • An independent analysis of perceptions - with no hidden agendas and no hiding behind internal procedures or excuses
  • A summary of your key findings in a detailed report to highlight the strengths you can build on, and any weaknesses you need to address
  • Plus, if required, on-going support to help implement change and measure progress

Conduct an IIC Discovery Assessment before the end of 2020 and save £1000.

The full Discovery Assessment (usual fee £3000)
is available exclusively to FPT readers at just £2000 (+VAT)

Complete the contact form below or call us on 0800 024 8895 to arrange 
FREE 30-minute consultation with one of our customer experience experts 
to discuss how your business profitability can be increased 
through understanding and enhancing loyalty

Assess - Analyse - Award