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Brian Connolly
Finance Director at Chatham Partners
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Work Experience
Finance Director
Oct 2003 - Present · 21 years and 2 months
Company Details
11-50 Employees
Chatham Partners helps institutional financial services companies improve sales and client retention efforts through customized research programs and strategy consulting services. Founded in 1991 and led by Peter Starr, Chatham serves leading investment management, retirement services, and global securities services providers around the world. In May 2022, Chatham Partners became part of the NMG Consulting Group of companies to accelerate our growth and impact on the market. Combining deep local knowledge with global expertise we provide specialist research, insights and data analytics to help solve complex problems for our clients. Chatham’s core research programs include: New Business Win/Loss Analysis, Intermediary Perception Analysis, Post-Implementation Analysis, Client Satisfaction Analysis and Departed Client Analysis. These programs help institutional asset managers, retirement service providers and global securities servicing companies better understand client and prospect perceptions and address reported strengths and weaknesses, product gaps, and other client needs. Our clients receive first-hand access to their clients’ feedback in the form of survey responses and/or interview transcripts to help them respond directly, and often individually, to customer feedback. Please contact us to learn more about how we can help your organization.
Year Founded
1991
Social Media
LinkedinTwitter
Industry
Market Research
HQ Location
303 Wyman Street STE 270 Waltham, MA 02451, US
Keywords
Win/loss analysisIntermediary perception analysisClient satisfaction and loyalty analysisDeparted client analysisPost-implementation analysisSales effectiveness analysisClient experience measurementand Voice of the customer analytics
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