WESTWOOD, Mass., Jan. 4, 2012 / PRNewswire / — New York Life Retirement Plan Services, a leading provider of retirement solutions to U.S. corporations and unions, is pleased to announce the availability of “Consensus,” a service powered by Anova Consulting Group LLC, a financial services market research and sales training firm, that will help top retirement plan advisors assess client satisfaction and measure themselves against peers.
This new service will allow top retirement plan advisors to evaluate current client satisfaction levels and generate quantitative and qualitative feedback on advisor service delivery. It also will provide segmentation analysis, benchmarking against retirement advisor peers, and identification of at-risk and satisfied clients. Advisors do not need to have retirement plans on New York Life’s platform in order to participate.
“At New York Life, we prioritize client service excellence and we know that for advisors in this marketplace, close client relationships are the lifeblood of their business,” said Patrick Murphy, managing director of sales at New York Life Retirement Plan Services. “We want to drive better outcomes for our advisors, sponsors and participants – and we see Consensus as a natural complement to our ongoing focus on client satisfaction.”
“Getting honest insight from your customer base is critical, but hard to do,” said Rich Schroder, president of Anova Consulting Group. “And that insight is so much more valuable with perspective. Consensus gives sponsors the opportunity to provide feedback in a confidential environment, allowing retirement plan advisors to evaluate their own practice and compare it to their peers and competitors.”
January 04, 2012 -Consensus is a new benchmarking tool to help retirement plan advisers gauge client satisfaction.
New York Life Retirement Plan Services, a provider of retirement solutions, is offering a service for retirement plan advisers called Consensus. The service is powered by Anova Consulting Group, a financial services market research and sales training firm.
Consensus will allow retirement plan advisers to evaluate client satisfaction levels and will generate quantitative and qualitative feedback on adviser service delivery. It will also provide segmentation analysis, benchmarking against other advisers, and identification of at-risk and satisfied clients.
“We want to drive better outcomes for our advisers, sponsors and participants, and we see Consensus as a natural complement to our ongoing focus on client satisfaction,” said Patrick Murphy, managing director of sales at New York Life Retirement Plan Services.
The service asks sponsors to rate their adviser using more than 50 criteria ranging from quality of service, to communication frequency, to their willingness to recommend their adviser to another plan sponsor. The adviser receives a customized report that aggregates their data in perspective of industry standards and provides qualitative feedback, according to Murphy.
Advisers do not need retirement plans on New York Life’s platform in order to participate.
For Immediate Release
Contact: Heather Jenkins
Anova Consulting Group, LLC
(617) 731-1085
heather@anovaconsulting.com
BROOKLINE, MASS., JUNE 8, 2011 – Anova Consulting Group, a leading provider of customized market research, sales training and consulting services to financial services and human capital management companies, is pleased to announce its expansion with the appointment of Andrew Cloutier as Director of Client Service.
Reporting to Richard Schroder, president of Anova, this newly created leadership role combines aspects of relationship management, project execution, and business development. With a focus on improving clients’ business results, Cloutier will be responsible for building and managing long-term relationships with Anova’s clients, said Schroder.
“Anova continues to gain business momentum, in large part due to the extremely competitive sales climate in the DC marketplace. Our clients are seeking to gain an edge by better understanding why they win and lose clients in the sales process, and how they can improve retention of their existing clients. Andrew’s top-notch strategy consulting background and track record of achievement will be an invaluable resource for our clients and internal team,’’ Schroder said. “We are delighted to have him working closely with our clients and helping to position Anova for continued growth.’’
Prior to joining Anova, Cloutier worked at Fidelity Business Consulting, the internal consulting unit at Fidelity Investments, partnering with senior leaders across Fidelity’s business units to tackle strategy development and business transformation efforts. Prior to Fidelity, he was a consultant at Bain & Company, the global business consultancy, working on strategy engagements across a number of industries and functional areas. He is a graduate of Williams College with a BA in Economics, and he earned an MBA from the MIT Sloan School of Management.
Established in 2005, Anova Consulting Group is a leading market research and consulting firm focused on Win / Loss analysis and client satisfaction analysis. By helping its clients understand why they win, lose and retain business, Anova provides strategic perspectives to its clients, driving better decision-making, product development, sales effectiveness, client service, and continuous improvement. Last year, Richard Schroder, president of Anova, released a book about Win Loss Analysis titled, From a Good Sales Call to a Great Sales Call (McGraw-Hill, 2011), which details how learning from post-sale Win / Loss debriefing helps close more sales.
For Immediate Release
Contact: Heather Jenkins
Anova Consulting Group, LLC
(617) 731-1085
heather@anovaconsulting.com
BROOKLINE, MASS., February 23, 2011 – Anova Consulting Group, a leading provider of customized market research, sales training and consulting services to financial services and human capital management companies, announced today the appointment of two new consultants, Linda Cooper and Sarah DeFreitas.
Cooper and DeFreitas will both serve as executive interviewers, performing market and client research to support Anova’s work for financial services and human capital clients. In these newly created positions, they will report to Jeannine Kulsick, director of market research, said Richard Schroder, Anova Consulting Group’s president.
“Anova’s market research and consulting expertise helps our clients capture more new business and retain those relationships,’’ Schroder said. “We are experiencing strong momentum in 2011 after a year in which we more than doubled revenue and added new financial services, benefits, and talent management software providers as clients. Linda and Sarah are experienced, high- level additions to our team who will help us continue to execute on existing relationships and with new business prospects.”
Prior to joining Anova, Cooper was a key accounts manager for New York Life Retirement Plan Services in Westwood, Mass. Previously, she also served as a salesperson for financial intermediary sales, a relationship manager, and a defined contribution account manager during her 12-year tenure at the firm. Earlier in her career, she worked for Trust Consultants, LLC, a Boston-based manager of defined contribution plans and as a client service manager for State Street Corporation, Boston. She holds a BS in business management from Northeastern University.
DeFreitas joins Anova after serving for two years as a private consultant to an early stage start- up company, where she developed business plans, financial projections and market research. Earlier, she served for seven years at Time Warner Cable, Stamford, Conn., as a manager of financial analysis and senior financial analyst. She also served as a financial analyst at Donnelly Marketing, Inc., Stamford, Conn. She holds a BA from Bowdoin College and an MBA from New York University’s Stern School of Business.
Schroder, whose firm has been performing market research for leading financial services and human capital management firms since 2005, is the author of a new book, From a Good Sales Call to a Great Sales Call (McGraw-Hill, October, 2010), which details how learning from post-sale debriefing helps close more sales.
Established in 2005, Anova Consulting Group is a leading market research and consulting firm focused on Win / Loss analysis and client satisfaction analysis. By helping its clients understand why they win, lose and retain business, Anova provides strategic perspectives to its clients, driving better decision-making, product development, sales effectiveness, client service, and continuous improvement. Last year, Richard Schroder, president of Anova, released a book about Win Loss Analysis titled, From a Good Sales Call to a Great Sales Call (McGraw-Hill, 2011), which details how learning from post-sale Win / Loss debriefing helps close more sales.
For Immediate Release
Contact: Heather Jenkins
Anova Consulting Group, LLC
(617) 731-1085
heather@anovaconsulting.com
BROOKLINE, MASS., December 13, 2010 – Anova Consulting Group, a leading provider of customized market research, sales training and consulting services to financial services and human capital management companies, is pleased to announce its appointment by seven new clients in the second half of 2010.
Expanded relationships with existing clients and a diverse new client roster in 2010 including three insurance companies, a regional bank, a firm specializing in human resources, benefits and payroll, and two talent management software providers contributed to an 104% increase in revenue this year, said Richard Schroder, founder and president of Brookline, Mass.-based Anova Consulting Group. Schroder attributes Anova’s growth to his firm’s more focused sales and marketing effort and to an increased client awareness of the importance of win-loss analysis and sales training.
“Capturing and retaining new business in our specialized areas – retirement plan and human capital management markets – has recently become of vital concern to companies competing in an environment with fewer providers, increased competition and more commoditized offerings,’’ Schroder said. “We’re gratified Anova’s market research and consulting expertise is contributing value to our clients and we anticipate continued strong business momentum in 2011.’’
Schroder, whose firm has been performing market research for leading financial services and human capital management firms since 2005, is the author of a new book, From a Good Sales Call to a Great Sales Call (McGraw-Hill, October, 2010), which details how learning from post-sale debriefing helps close more sales. The book has contributed to revenue expansion through increased demand for sales training, especially in the financial advisor community, Schroder said.
To accommodate current business growth and prepare for continued expansion, Anova Consulting Group in October hired James S. (Jamie) Pasman as senior consultant and Jamie Zielinski as research analyst, both new positions. Pasman works on business development, marketing and consulting projects. Zielinski is principally responsible for analyzing and interpreting research data, formulating reports and making recommendations based on the research findings. Anova plans to hire two additional consultants in early 2011.
In addition to Schroder, Anova Consulting Group’s leadership team also includes Heather Jenkins, managing partner, Lisa Reibstein, financial services practice leader, and Jeannine Kulsick, human capital management practice leader.
Established in 2005, Anova Consulting Group is a leading market research and consulting firm focused on Win / Loss analysis and client satisfaction analysis. By helping its clients understand why they win, lose and retain business, Anova provides strategic perspectives to its clients, driving better decision-making, product development, sales effectiveness, client service, and continuous improvement. Last year, Richard Schroder, president of Anova, released a book about Win Loss Analysis titled, From a Good Sales Call to a Great Sales Call (McGraw-Hill, 2011), which details how learning from post-sale Win / Loss debriefing helps close more sales.
For Immediate Release
Contact: Heather Jenkins
Anova Consulting Group, LLC
(617) 731-1085
heather@anovaconsulting.com
BROOKLINE, MASS., November 16, 2010 – Anova Consulting Group, a leading provider of customized market research, sales training and consulting services to financial services and human capital management companies, is pleased to announce its expansion with the appointment of two new professionals and a recent move to a larger office in the Boston area.
Brookline, Mass.-based Anova Consulting Group hired James S. (Jamie) Pasman as senior consultant and Jamie Zielinski as research analyst, both new positions effective in October. Pasman works on business development, marketing and consulting projects. Zielinski is principally responsible for analyzing and interpreting research data, formulating reports and making recommendations based on the research findings, said Richard Schroder, Anova Consulting Groups president.
“Anova’s business momentum has accelerated in the past year as companies focused on the retirement plan and human capital management markets in particular seek to understand why they win, retain, and lose clients, and how to improve their sales and client service processes,’’ Schroder said. “We’re delighted Jamie Pasman and Jamie Zielinski, two seasoned professionals, have joined us to work closely with our clients and help position Anova for continued growth.’’
Prior to joining Anova, Pasman was manager of client service for Kohlberg & Associates LLC, a financial services consulting firm. Earlier in his career, he worked as a senior research analyst for consultant Chatham Partners, and at both firms he was responsible for inside sales, marketing and client service. Zielinski brings 12 years of experience in marketing data analysis and client relationship management, most recently as operations manager at Myvu Corp., where she was involved in project management and sales administration.
The firm’s leadership team includes Heather Jenkins, managing partner, Lisa Reibstein, financial services practice leader, and Jeannine Kulsick, human capital management practice leader.
Schroder, whose firm has been performing market research for leading financial services and human capital management firms since 2005, is the author of a new Win Loss Analysis book, From a Good Sales Call to a Great Sales Call (McGraw-Hill, October, 2010), which details how learning from post-sale debriefing helps close more sales.
Established in 2005, Anova Consulting Group is a leading market research and consulting firm focused on Win / Loss analysis and client satisfaction Analysis. By helping its clients understand why they win, lose and retain business, Anova provides strategic perspectives to its clients, driving better decision-making, product development, sales effectiveness, client service, and continuous improvement. Last year, Richard Schroder, president of Anova, released a book about Win Loss Analysis titled, From a Good Sales Call to a Great Sales Call (McGraw-Hill, 2011), which details how learning from post-sale Win / Loss debriefing helps close more sales.
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