Thanks to each of you who took the time to complete the ESI Sentiment Survey where we asked you, our field partners, to share with us your feedback on topics ranging from our product offering to the service we provide.
See below for the breakdown of who we heard from. We are excited to hear from a variety of our partners!
| And the overwhelming response was positive! “I feel that ESI is the best company I work with – in all aspects they are as good or better than any other company with which I have dealings” “The ESI team that supports managed account business has been outstanding in assisting me.” |
| In the chart above you will see each of the 17 questions asked on the survey and the corresponding score. Notice the lowest score on any one question was just under a 4 out of 5. The chart is a great way to see the large proportion of positive responses received. But, before we pat ourselves on the back, ESI views the constructive feedback we received as important to highlight. It is this type of feedback that gives insight to where we may need to dive deeper and focus on improvement. For example, the question on training was one with a lower score, and many respondents commented this is an area they would like to see improved. We hear you loud and clear! We will focus more resources on not only developing training, but making it readily available, so you too, can leverage our technology and products to grow your practice. For some of the other constructive feedback we received we will be reaching out to advisors to get more details before we develop and finalize an action plan, so stay tuned for more announcements keeping you informed on the work we do as a result of your feedback. What’s Next? The ESI Feedback journey continues with Experience Surveys. Working with you, our partners, is at the core of everything we do. To ensure we are delivering the best service possible, we’re launching an experience survey process. If you have an interaction with us, you can expect to receive a survey, asking you for feedback about that specific interaction. We encourage you to fill out the survey and provide feedback so we can use these specific examples to learn more about how we can better support you and your clients, and specific examples where the service was extraordinary, so we can give a kudos to the ESI Employee with whom you had the interaction. Thank you again to those who completed our Sentiment Survey, we value your partnership and look forward to hearing more from all of you in the future! |
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