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Understand every interaction your clients have with your advisors, account managers and agents so that you can build rich, lasting relationships.
Events are an excellent way to create more meaningful relationships with your prospects and clients. GetFeedback’s event surveys help you understand the attendee experience so that you can deliver strategic and worthwhile client programs. Trusted wealth management company Brighton Jones is measuring their client’s event experience so that they can put on inspiring investor events.
New clients can provide valuable insights into why they selected you as their provider as well as their buying experience with your agents or advisors. These findings can be key to growing your book of business. Leading retirement company The Standard is distributing opportunity won and lost surveys and the feedback is changing the way they sell.
As an advisor or account manager, your client’s success is key to your success. So what if you could have a pulse on every relationship and be alerted if a client or household is at risk? GetFeedback gives you real time insights into client satisfaction and the data you need to take action when it’s needed most. Peapack-Gladstone Bank launched a client feedback program and the insights are shaping relationships for the better.
The quality of support that your company delivers can make or break a relationship. GetFeedback helps you understand key metrics around your support organization so that you can deliver a flawless support experience. Growing insurance provider SWBC measures customer satisfaction every time a claim is submitted to ensure that their clients always receive incredible service.
Every day your clients are investing in your product to protect or advance their financial interests. GetFeedback helps you measure and understand your client’s product experience so that you can beat the competition. Trusted investment organization FS Investments monitors their client’s product satisfaction so that they can continue to perfect their financial planning and investment services.
of Financial Services clients who had a good customer experience told 10+ people.
of Financial Services organizations think customer service will be the top source of competitive differentiation.
of Financial Services clients have stopped doing business with a company because of bad customer service
Hundreds of Financial Services companies use GetFeedback to measure and understand the client experience.
See why the world's leading brands use GetFeedback to understand and improve their customer experience.