We believe your best source of intelligence comes from directly asking your clients the right questions.
That's why our growth appraisals were designed in partnership with leading financial and academic institutions to help lenders better understand who's likely to grow, who isn't and why.
Your clients receive a welcome email from GFA and are notified that they need to complete their first appraisal on your behalf.
Rest assured, all of the responses that we capture are encrypted, secure and fully compliant with GDPR and FCA requirements.
Once an appraisal is submitted, it comes back to GFA where we calculate a GFA Business Health score, which you can find within your private dashboard.
This leading KPI helps you track and monitor individual performance, whilst also benchmarking clients against one another, all within your portfolio.
You can also filter across data points such as revenue, number of staff, individual clients and more, allowing you and/or your clients to identify their best risk customers and the trends that make up best performance.
By conducting on-going appraisals and capturing insights, over time you're able to understand who’s giving the best return and why so you can double down on the added value support.