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Empowering professional services firms to measure

and deliver value

 

Value. 

Culture.

Execution.

Complexity.

See why we do what we do

See what we do

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  1. There is no universal definition of "value" in the eyes of a client. How do professional services firms ensure their clients gain value from their work during and after each engagement?

  2. NPS/CSAT software tools are not customized for specific industries & types of work, missing critical details needed to make surveys relevant to the client and failing to capture actionable feedback to improve delivery

  3. Client feedback is typically delayed and doesn't solve problems that occurred during an engagement

  4. There is not an easy way to capture, store, & analyze client feedback data at an individual / team level or trend improvements / monitor issues 

  5. There is increased competition for client mindshare in this new virtual world, less time face-to-face can create misalignment and confusion on performance 

  6. Staff not confident in their performance reviews, which lack client feedback data

The Market Problems

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  1. Every aspect of Wingfoot is customized to help understand what your clients value allowing you to deliver to their definition

  2. Wingfoot houses a pre-populated database of questions (tailored to the specific type of work you delivered) vetted by industry experts to help understand the level of value your services provided

  3. Wingfoot communicates with your clients, before, during, and after engagements to ensure expectations are aligned 

  4. Wingfoot aggregates, standardizes, and visualizes, various cuts of data across engagements, employees, clients, service-lines, and delivery attributes to allow for detailed reporting and analysis

  5. The automated trigger-based frequencies in Wingfoot ensure you consistently communicate on your clients’ terms, with a cadence and process that is flexible and effective 

  6. Client driven feedback captured in Wingfoot is objective, quantifiable, and transparent

The Pureniti Solution

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Wingfoot is a customized system of communication between you and your clients and a standardized reporting framework for your firm

Custom Communication Pathways 

Structured & timely communication paths lead to frictionless data collection & actionable insights, improving client experience.

Bespoke Value Measurement

Evolve your delivery & offerings based on client feedback tailored directly for the industries you serve and work you deliver.

Pureniti Rating

Scale

Clearly defined rating methodology leaves no question about where you stand in your clients' eyes.

Engagement Trend

Reports

Understand individual and team performance over time. Analyze survey results across your talent and lines of business to improve.

Demand

Gen

SWOT

Analytics

HR Perf.

Mgmt

NPS &

CSAT

CS / EX

The Outcomes Wingfoot Drives

Deliver a frictionless client experience by utilizing the dynamic communication loop between you & your clients. Better CX leads to improved client retention.

Invest in the right people. Your people are your most valuable assets. Alignment between client feedback & internal perception should drive investment.

Scale the best performing parts of your business. Understand the strengths and weaknesses across the breadth of services you deliver and make adjustments.

Build confidence in your internal performance management processes. Client feedback data will eliminate bias and improve employee retention & experience.

Increase top of funnel activity. Use Wingfoot's Platform to drive new business through exposure to Private Equity firms who have direct access to our database

Pureniti's Wingfoot Platform

Wingfoot is a software communication platform that collects structured feedback from the clients of professional services firms. Wingfoot uses this data to help professional services firms understand the value they deliver to their clients. As a firm accumulates data about itself, via its clients, Wingfoot’s analytics translate this data into actionable insights and reporting to help identify SWOT at the client, employee, firm, and service-line levels.

 

Wingfoot intentionally collects data through its automated trigger-based Communication Pathways, Pureniti’s proprietary system of touchpoints over the life of an engagement. Pureniti’s Communication Pathways include questions customized by service line, specifically for the types of work accounting and finance firms deliver. The Wingfoot platform comes pre-populated with targeted questions developed and vetted by industry experts and experienced users of professional services firms.

 

Behind the scenes, Pureniti’s questions are tagged with proprietary attributes critical to understanding the variables that correlate with a successful engagement. Wingfoot's analytic engine allows a firm to effortlessly roll-up data to visualize their SWOT. Users leverage the Wingfoot platform to drive value for their clients, improve client experience, enhance internal performance evaluations, understand brand perception, and improve delivery of their work.

Who We Serve

Pureniti's Wingfoot Platform is tailored for Accounting and Finance Professional Services firms. Our intellectual property, built in partnership with industry experts, focuses on the specific types of work and outcomes these firms aim to deliver. 

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