Helping you and Third-Party Sourcing Advisors to create success for your clients
SageAdvisors is a continuous information service gathering insights from advisors at firms like Everest and ISG. The reports focus on the effectiveness of a company’s advisor relations and provide specific feedback about advisors’ attitudes and perceptions.
SageAdvisors assesses core elements that influence advisors’ likelihood to recommend a company, compares the company’s performance with its competitors, and delves into detailed qualitative interviews to identify trends and areas for improvement. The key benefits for companies include gaining insights into how advisors recommend them in the sales process, understanding the information advisors need to make recommendations, identifying topics requiring more information, and determining strategies to enhance trusted relationships with advisors.
The only independent perception study of third-party sourcing advisors
SageAdvisors is the only perception study involving third-party sourcing advisors (TPAs) yield multiple advantages for solution providers, from gauging awareness to enhancing market strategies.
| 📊 | Measure Awareness and Favorability | Obtain insights on how TPAs view your organization. |
| 🎯 | Benchmarking | Compare with competitors and set accountable targets. |
| 🔍 | Highlight Opportunities | Identify ways to foster trust and structured engagement. |
| 💡 | Access to Valuable Insights | Gain market trends and strategic growth opportunities. |
| 📢 | Enhance Thought Leadership | Refine communication strategies for better market positioning. |
| 📈 | Quantify Business Outcomes | Assess the impact of TPA engagement on business results. |
Detailed Insights from SageAdvisors
| 📝 | Measure Awareness and Favorability | SageAdvisors reveals how well TPAs know and regard the organization, indicating if more resources are needed for engagement. |
| 🏆 | Benchmarking | SageAdvisors acts as a standard for comparing the organization’s performance against rivals and ensuring commitments are met. |
| 🚀 | Highlight Opportunities | SageAdvisors pinpoints ways to build trust, communicate effectively, and engage systematically with TPAs. |
| 🔑 | Access to Valuable Insights | Strong TPA relationships lead to insights on market trends and opportunities for strategic collaborations. |
| 🗣️ | Enhance Thought Leadership | Understanding the impact of thought leadership and communication strategies helps refine them for better positioning. |
| 💼 | Quantify Business Outcomes | By tracking the uplift in business results from TPA engagement, SageAdvisors can optimize your strategies. |
SageAdvisors is instrumental for organizations to gain actionable insights, set benchmarks for engagement, and measure the influence of their communication and engagement efforts on business outcomes.
Find out more about this service
Are you interested in this continuous information service? Please submit your email address here for a copy of our fact sheet.