You Like Us

While winning new clients is an important part of our success, keeping clients is our more important goal. Argent’s “first-person” service motto directs what we do every day. We train and educate ourselves to this end: Client satisfaction.

So how do we find out what level of satisfaction we have achieved? We ask you. Recently, w e sent client satisfaction questionnaires to a majority of our trust clients.  Many of you responded to that survey and we were very pleased with the results. To borrow a line from Sally Field’s Academy Award acceptance speech … “You like us, you really, really like us.”  

 First, the good. Our service to clients rated satisfactory or better by 80% of clients who responded.

A full 76% of respondents felt that their  Argent advisor understands their needs.

Clients rated our staff as knowledgeable and professional in 82% of their responses.

Most clients, 99%, who visited our website: argentmoney.com found it informative and helpful.

Recommending Argent to a friend or colleague received an 75% favorable rating

Next, you told us things that we can do better.   You  said we need to:

·         be in touch more often with some clients.

·         respond more promptly to clients who initiate contact with our offices.

·         provide more information to clients about additional Argent services.

·         educate clients about particular services that apply to their actual financial needs.

·         simplify our statement formats and deliver statements to clients faster.

·         inform clients consistently on the availability to access their accounts online.

 Not long after the survey results were tabulated, Argent converted to a real time accounting system chiefly to improve our statements and the timeliness of their delivery. As a result, the February statements were mailed only a few business days after month end.

We have also increased our efforts to ensure that all clients are fully informed of our internet access capabilities,  and we will   continue encouraging everyone to put the internet to good use.

Unlike a transaction-driven sales company, the foundation of our business is built on solid relationships. As a result, most of our new client opportunities arise through referrals from existing clients and               professional firms. Please remember us as a financial service provider in your  conversations with friends and in your business or charitable activities.

 Please understand that it is not necessary to wait for the next survey before letting us know when we fall short of your expectations. We can only benefit from prompt feedback when we’ve missed a step in your opinion. We urge you to contact your Advisor at any time.

It is a distinct honor and pleasure to serve you. We stake our corporate existence on fulfilling our promise of great service.