Last updated on Aug 5, 2024

Your technical reports lack qualitative information. How can you address client feedback effectively?

Technical analysis, a method of evaluating securities by analyzing statistics generated by market activity, such as past prices and volume, often yields reports heavy on quantitative data. Yet, clients sometimes find these reports lacking in qualitative information, which can provide context and depth to the numbers. Addressing this feedback is crucial for delivering more comprehensive insights and enhancing client satisfaction. By incorporating qualitative elements, you can offer a more well-rounded view of market conditions and investment potentials.

1 Understand Needs

Understanding your clients' needs is the first step towards enhancing your technical reports. Engage with them to determine the kind of qualitative information they're missing. Are they looking for insights on market sentiment, geopolitical factors, or industry trends? Once you have a clear understanding, you can tailor your reports to include relevant qualitative analysis that complements the technical data. This approach ensures that your reports not only present the numerical data but also provide a narrative that explains what the numbers mean in the broader market context.

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Mubashir Musthafa

Digital Marketing Expert | Social Media & Community Specialist | Crypto Trader | Technical Analyst | Web3 Marketer
Report contribution
Start by understanding what specific qualitative information your clients are looking for. This helps tailor your reports to better meet their expectations and provide the insights they find valuable.

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2 Gather Insights

To address the lack of qualitative information, you must gather insights from various sources. This could mean analyzing news articles, investor statements, or market commentaries that can provide explanations behind price movements. Consider the implications of regulatory changes, economic reports, and company news on your technical indicators. By weaving these insights into your reports, you provide a story that accompanies the charts and figures, giving your clients a clearer picture of the market's driving forces.

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Mubashir Musthafa

Digital Marketing Expert | Social Media & Community Specialist | Crypto Trader | Technical Analyst | Web3 Marketer
Report contribution
Collect qualitative data from various sources such as market news, expert opinions, and client feedback. These insights add context to your technical analysis and help explain the reasoning behind your conclusions.

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3 Integrate Analysis

Once you've gathered the necessary qualitative data, integrating it into your technical reports is key. This doesn't mean overshadowing your technical analysis but rather using qualitative insights to enhance it. For example, if a stock's price breaks out of a resistance level after a positive earnings report, explain how investor sentiment or market perception may have contributed to this movement. This integration helps clients understand not just what the data shows, but why it might be showing it.

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Mubashir Musthafa

Digital Marketing Expert | Social Media & Community Specialist | Crypto Trader | Technical Analyst | Web3 Marketer
Report contribution
Blend qualitative insights with your quantitative data to create a more comprehensive report. By integrating both types of information, you provide a fuller picture that enhances your clients' understanding and decision-making process.

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4 Visual Enhancement

Visual aids can greatly enhance the qualitative aspects of your reports. Use charts, graphs, and other visual tools to illustrate trends or highlight key market events alongside your technical analysis. For instance, a timeline of company milestones or news events overlaid on a stock chart can help clients visualize how certain events correlate with price changes. These visual enhancements make your reports more engaging and easier to digest.

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5 Continuous Feedback

Continuously seeking feedback on your reports is essential for ongoing improvement. After integrating qualitative information, ask your clients if the changes meet their needs. This process of feedback and refinement will help you strike the right balance between quantitative and qualitative information in your reports. It shows your commitment to delivering value and tailoring your service to client preferences, which can strengthen your professional relationships.

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6 Educate Clients

Lastly, educating your clients about the importance of qualitative information in technical analysis can be beneficial. Explain how certain events or trends can influence investor behavior and market dynamics, which in turn affects the technical indicators they're familiar with. By helping clients understand this interplay, you empower them to make more informed decisions based on a holistic view of the market. This educational approach can also position you as a knowledgeable and trusted advisor in the field of technical analysis.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Your technical reports lack qualitative information. How can you address client feedback effectively?

1

2

3

4

5

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1 Understand Needs

2 Gather Insights

3 Integrate Analysis

4 Visual Enhancement

5 Continuous Feedback

6 Educate Clients

7 Here’s what else to consider

Technical Analysis

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Your technical reports lack qualitative information. How can you address client feedback effectively?

1

2

3

4

5

6

7

1 Understand Needs

2 Gather Insights

3 Integrate Analysis

4 Visual Enhancement

5 Continuous Feedback

6 Educate Clients

7 Here’s what else to consider

Technical Analysis

Rate this article

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