Delivering exceptional service
In 2021, we conducted a client survey, in order to further understand how our clients feel we are meeting their goals and to benchmark ourselves versus our peers. 1,653 clients responded providing us with an extremely valuable data set.
We asked our clients about their experience with JM Finn and were delighted to learn that we are succeeding in our goal.
Our clients are actively willing to refer us to their friends and family.
Satisfaction with our investment managers outperforms that of our competitors.
Despite the challenges of the pandemic, our satisfaction has gone up since our last survey and tops the industry scores.
95% of our clients said that they were satisfied with their Investment Manager.
On a scale of 0-10 JM Finn clients are more satisfied with the firm’s overall communications than the competition.
Our digital offering is considered better than that of our peers.
When times were challenging, we maintained industry-leading client satisfaction scores.
99% of our clients are very satisfied with our services.
What our clients say
I feel I am in very safe hands. I am kept informed and communication is excellent. I feel the Firm has my back and I like and trust the people I deal with.
Building a personal relationship
Building a personal relationship takes time, but it is time well spent to ensure we are meeting our clients’ expectations.