Research Services

Web Based Survey System
When developing your service offer or thinking about planning for your next business step, it is critical that you understand what it is that your clients want and need in order to continue delivering services they consider of value and are willing to pay for.

Surveying a client base is the best way to do this.  The results, although sometimes surprising, are the best way for you to obtain valuable data to assist in the planning process.

For Dealer Groups and institutions, the availability of an adviser’s time is limited but gathering accurate and meaningful data from them is critical for you to build on your proposition.

As independent providers of practice management services to the financial services industry, Encore have dedicated Research and Survey unit that provides a range of survey solutions to advisers, dealer groups and institutions.

Encore’s Web Based Survey System is an online email management and distribution system, coupled with an online survey that provides our clients with a flexible framework for survey development, distribution and results reporting.

The key features of our web based survey system include:

Robust yet flexible architecture allowing customisation to specific client needs;

Centrally controlled email distribution facility to manage sending surveys and follow up reminders to the survey group, helping to automate the process and to maximise response rates;

Even though email distribution is controlled centrally by our system, the original email to candidates inviting them to complete the survey is branded to the clients requirements;

Survey sent to individuals via a unique URL link to access the survey site, allowing all responses to be tracked easily and captured securely;

Ability to design the survey questions and sequences in a range of formats, from tick boxes, multiple choice and free form data entry;

Ability for respondents to save their survey responses and return at a later date to complete;

Ability to customise survey questions for different segments within the total survey population;

Real time reporting on responses;

Flexibility in how we can report results, including being able to provide clients with an excel file with all of the raw data from the survey for future use; and

An affordable research solution that is extremely scaleable in terms of how many candidates are in the survey group.