2024 Client Survey Results: Listening, Learning,and Leading

As we begin 2025, we feel incredibly humbled and thankful for our clients. Without their support, we would not be where we are today. It is with this focus on reflection that we surveyed our clients to explore ways we can further strengthen our partnerships in the years ahead.

Each year, we ask our clients to let us know how we are doing and if and how we can get better. Our average score for Overall Satisfaction was 4.8 on a 5.0 scale. Our team scored a 4.9 in the categories Knowledge & Experience of Consultants and Treatment From Our Team. Through the survey, our clients also helped us find ways to improve, and a large majority are interested in Innovest becoming more technologically oriented and improving our responsiveness. We are continually working on both.

Each year, we also measure our Net Promoter Score (NPS), a gauge of client loyalty, by asking this key question: “How likely is it that you would recommend Innovest to a friend or colleague?” The NPS has been widely adopted by over two-thirds of Fortune 1000 companies. Scoring ranges from -100 to +100, with anything above 70 deemed exceptional. The industry average for financial services companies is 44. We are proud of the Innovest NPS for 2024, at 91. The top 25% of companies have a score of 72 or higher, which places Innovest among the highest NPS scores.[1]

This feedback humbles us, and we remain indebted to the people and partners who have placed their personal and financial trust in what we do. Our livelihood depends on delivering on that trust. Our satisfaction comes from the wonderful people we get to work with. 2025 holds tremendous promise as we continue to build on that foundation.

[1] https://www.surveymonkey.com/mp/net-promoter-score-benchmarks-customer-loyalty/