New Client Setup Survey

Aloha:
Please complete this survey to evaluate the your most recent new client setup.

Thank you very much for your time and support. Please start with the survey now by clicking on the Continue button below.

Client ID #

Client Name

Was the questionnaire/CAT complete when tasked to Analysts for set-up?

100% Complete

All Critical Items, most of remainder

Most Critical Items

Missing Many Critical Items

How many errors were found on the questionnaire/CAT upon comparison to client data and contract?

Zero Errors

1 Error

2 Errors

More than 2 Errors

Please rate the timeliness and thoroughness of responses from IC when they were tasked with follow-up items.

All Issues/questions thoroughly followed-up on within 1 business day - uncontrollable delays communicated within 1 business day

Issues/questions followed up within 1 business day, but responses incomplete or not thorough

All Issues/questions followed-up on within 2 business days - uncontrollable delays communicated within 2 business days

Issues remain unresponded or incomplete beyond 2 business days