KingsleySurveys Client/Investor Program

Gauge client and investor perceptions, 
 gather competitive intelligence, 
 and benchmark to industry peers to help 
 gain a competitive advantage.

Get visibility into what matters.

It can be challenging to get full transparency into client sentiment and gather an objective, competitive assessment. This applies to clients’ direct experiences with your firm and your people, as well as perceptions formed in other ways.


With Client/Investor Surveys, you gain greater market visibility, enabling you to more effectively leverage identified strengths and competitive advantages while improving areas of perceived underperformance and competitive weakness.

Survey Screen
Customizable Surveys Image

Customizable surveys to fit your needs.

Specifically designed to uncover client and investor perceptions, gather competitive intelligence and compare to industry peers, KingsleySurveys delivers customized Client/ Investor Surveys to find and fill the gaps.

Surveys include standardized, quantitative questions coupled with open-ended questions that further reveal areas of excellence and opportunities for improvement. The program also allows you to customize questions based on specific business needs and interests.


Know exactly what to do next.

Results provide an objective, expert view into your company’s performance and your people on the ground. You’ll also receive recommendations for improving client relations, increasing business opportunities, and gaining a competitive advantage in the marketplace. Through Client/Investor Surveys, you’ll have:

  • Questionnaire customizations.
  • Data that delivers a transparent view into market perceptions.
  • Actionable insights to protect your portfolio’s competitive
 advantage and investor appeal in the marketplace.
Trusted Partner

Start driving the competitive advantage of your firm with Client/Investor Surveys.

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