Latest Thinking

EXECUTIVE BRIEFING: Helping Asset Managers Build Better Client Relationships
The asset management industry is in flux and undergoing significant change. According to a recent report by the CFA Institute: “Major shifts are underway that will likely result in significant change, and leaders need a better way to think through the implications of these shifts…

WHITE PAPER: A B2B Perspective: Getting More From Your Net Promoter Score
In 2014, Deep-Insight formally incorporated the Net Promoter Score (NPS) question into its own proven CRQ methodology. The combined methodology covers a set of assessment services known as Deep-Relationship-NPS

EXECUTIVE BRIEFING: Would you like to increase you broker revenues by up to 37%?
Recent research into the relationships between brokers and insurance companies has revealed a significant opportunity to increase the overall share of wallet that an insurance company can achieve from its brokers. This opportunity could result in increasing premiums by up to 37% …

EXECUTIVE BRIEFING: How well do your Account Managers manage their accounts?
Most B2B organisations have account managers who are responsible for building relationships within key accounts. In the financial services industry, they are often referred to as Relationship Managers, or RMs. But how well do RMs do their jobs? …

EXECUTIVE BRIEFING: Building better relationships with brokers and agents
In insurance and wealth management, a significant proportion of business is generated through a network of independent brokers, agents and consultants. Indeed, some insurers sell only through intermediaries and third parties. This is why industry executives tell us: “this is a distribution business.” So how do you persuade brokers to distribute more of YOUR products, rather than those of your competitors? …

EXECUTIVE BRIEFING: Delivering improved business performance
We offer business performance tools that allow you to improve your understanding of all the critical drivers of customer, employee, channel and supplier relationships. You want to be unique in the marketplace. Our tools will help you achieve that objective.