Apogee Analytics, LLC

Partial Client List

AT&T
    California
    Nevada
    Connecticut
Verizon
Monadnock Comm. Hospital
Women's World Banking
Chase Manhattan Bank
Merrill Lynch
St. Peter's College

To meet mutually agreed-upon goals and objectives, our work is based on a complete situation analysis, a formal proposal (including program formulation and implementation), written agreements, periodic documentation (mutually specified) of all activities conducted on behalf of the client, a written report giving the details of the analysis and data, and a presentation of the results and their implications for action.

While we believe in establishing long-term relationships, we also believe in assisting clients to the extent that they might implement and manage future change on their own. No assignment will be undertaken unless it has the potential for measurable return to the client.

Financial Services
Creating a Compensation Plan for Financial Consultants.

When an international financial services firm approached us to improve upon their program for compensating Financial Consultants (FCs), we discovered that the existing plan created competition within the company rather than with external competitors. Moreover, it ranked (and paid) FCs poorly who were at the low end of the curve - even though their performance might have been quite good. Apogee Analytics developed a model that set objectives for the FCs based on the needs of the company and the individual potential of each FC. We further enhanced the model by integrating a customer satisfaction index that adjusted for factors in the FC's environment that were beyond her/his control.

The result was a compensation system that reduced most of the internal competition among the FCs, and provided a mechanism for evaluating good and poor performance within the context that the FCs had to work.

What's New

Apogee Analytics releases survey of customer responses to VoIP

Press Release

Apogee Papers

Article in Marketing Research

Presentation on Setting Objectives

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