The Client Loyalty Index Survey is client feedback at its most efficient and actionable. The system utilizes the Net Promoter Score™ developed by Bain consultant and author Frederick Reicheld. Conducted quarterly, the Loyalty Index asks two fundamental loyalty questions of your clients:

• How likely would you be to recommend XYZ Firm to a friend or colleague? (asked utilizing a 10 point scale)
• What is the primary reason for the rating you provided?

The Inavero Institute's Loyalty Index System is built on action, leveraging the following system features to provide professional service organizations with the information they need to improve client loyalty and retention when they need it; immediately:

• Real-time email alerts when clients rate your firm a 6 or lower.
• Full reporting delivered within one week of data collection.
• Scores provided by business unit/branch/service area.
• Comparison of scores to industry benchmarks.
• Tracking of response rates and scores over time.
• Responses by individual clients allowing account-level action to be taken.