Project Description

CASE STUDY

Financial Services Provider

Post Exit Interview Research Survey

recruitment advertising

Purpose

Appointed as an unbiased agency to take a deep dive into gathering a fuller understanding and collective insights from ex Senior Level Financial Advisers on reasons for exiting the company. Worked to tight deadlines in time for their EXCO meeting.

Skill Requirements

  • Formulated relevant interview questions
  • Preparation of communications for messaging
  • Co-ordination and setting up of interviews and appointments
  • Conducting of one-on-one probing telephonic surveys
  • Delivery of comprehensive audit report of insights

Business Impact

The insights proved very valuable, plugging into a larger productivity and retention discussion that was a key strategic priority for their team, providing us with much credibility for meeting their tight deadlines.