In the financial services world, a fantastic client experience is no longer a nice-to-have—it’s a must-have. Leading financial services companies need to measure client satisfaction at the most important moments, like when clients interact with their advisors, account managers, or agents, so they can exceed client expectations and build healthy, lasting relationships.

Today we’re excited to unveil GetFeedback for Financial Services. With new financial services survey templates, features, and content, companies can enhance the client experience and drive long-term loyalty.

Inside Look at GetFeedback for Financial Services

Develop a strategic, end-to-end client experience survey program.

Build: Create beautiful, branded, mobile-friendly surveys with GetFeedback’s drag-and-drop survey builder and pre-packaged Financial Services survey templates.

GetFeedback FinServ Templates - financial servicesDistribute: Trigger surveys in real time based on client activity and automatically push survey responses into Salesforce Financial Services Cloud, giving you a more holistic view of your clients and households.

GetFeedback Contact Record - financial servicesAnalyze: Create reports and dashboards to understand client satisfaction as well as advisor and agent performance.

Salesforce Dashboard - financial services

Take Action: Connect with satisfied clients to maintain strong relationships or reach out to dissatisfied clients to repair relationships and ensure client loyalty.

Client Alert - financial services

Predict: Fuel Salesforce Financial Services Cloud Einstein with more client data, resulting in more timely client outreach and insights around expansion opportunities. 

financial services - Einstein

Learn: Discover client experience best practices, tips, and tricks with GetFeedback’s new Raising the Bar: The Financial Services Client Experience guide.

GetFeedback Client Experience Guide - Financial Services

Leading Financial Services companies supercharge their client experiences at every touchpoint.

Hundreds of companies like DTCC, Amazon Pay, Brighton Jones, The Standard, and Peapack-Gladstone Bank use GetFeedback for Financial Services to measure and improve the client experience across every branch of business.

  • Service: Measure client’s customer service experience after they submit a claim or service request.
  • Success: Check in on client or household health on a quarterly basis.
  • Acquisitions: Understand new clients’ application, sales, and onboarding experiences.
  • Product: Collect client feedback on financial products to ensure that policies and plans meet expectations.
  • Marketing: Measure attendee satisfaction after clients attend a conference, networking event, or educational seminar.

Since kicking off its client satisfaction program with GetFeedback for Financial Services, Peapack-Gladstone Bank has boosted its Net Promoter Score by 10% to 52—a direct result of their increased visibility into the client experience.

We now have all of our client information in Salesforce, and can group it and sort it by department, by branch, or by business line. This allows the senior leaders of the bank to review the results and take action on a daily basis.

– Scott Searle, Salesforce administrator, PG Bank

See their full client experience story here.

Become a client experience expert today.

Visit getfeedback.com/financial-services to learn more or start a free trial. GetFeedback for Financial Services is generally available today. Have questions for our team? Give us a shout.

financial services - learn more

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