Paradigm
Dtcc
Brighton
Standard
Fs
Amazonpay
Swbc

Deliver the ultimate client experience with GetFeedback for Financial Services

Understand every interaction your clients have with your advisors, account managers and agents so that you can build rich, lasting relationships.

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Measure and understand client satisfaction at key moments in the customer journey

Marketing
Marketing
Client attends networking event
When your client leaves your onsite program, measure their event experience. Was this event valuable and did it strengthen their ties to your company?
Sales
Sales
Client chooses you as their provider
After your client opens an account, understand their buying experience. Why did they select you as their provider and was the application process enjoyable?
Success
Success
Client hits quarterly milestone
3 months after your client opens an account, collect feedback on their experience with your service to gauge the health of their account. Would they recommend your company to a friend?
Support
Support
Client submits a claim or service request
Immediately after a client interacts with your services team, measure their support experience. Was their agent helpful and was their issue quickly resolved?
Product
Product
Client expands investment
When your client invests more money in your policy or plan, understand their experience with your financial product. Is it tailored to meet their needs and do they feel it protects their financial interests?
Marketing
BRIGHTON JONES CLIENT LEAVES NETWORKING EVENT
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Marketing
BRIGHTON JONES CLIENT LEAVES NETWORKING EVENT
Marketing Surveys

Delight your clients with valuable events and programs.

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.

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Sales
CLIENT SELECTS THE STANDARD AS THEIR RETIREMENT PLAN PROVIDER
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Sales
CLIENT SELECTS THE STANDARD AS THEIR RETIREMENT PLAN PROVIDER
Sales Surveys

Unlock new client insights that transform the way you sell.

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.

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Success
CLIENT HITS QUARTERLY MILESTONE WITH PEAPACK-GLADSTONE BANK
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Success
CLIENT HITS QUARTERLY MILESTONE WITH PEAPACK-GLADSTONE BANK
Customer Success Surveys

Have a pulse on every relationship and create clients for life.

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.

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Support
SWBC INSURANCE CLIENT SUBMITS A CLAIM
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Support
SWBC INSURANCE CLIENT SUBMITS A CLAIM
Customer Service Surveys

Raise the bar for support and provide superior client service.

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.

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Product
FS INVESTMENTS CLIENT EXPANDS THEIR PORTFOLIO
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Survey fs 1 Survey fs 2 Survey fs 3 Survey fs 4 Survey fs 5 Survey fs 5 Survey fs footer
Product
FS INVESTMENTS CLIENT EXPANDS THEIR PORTFOLIO
Product Surveys

Deliver a product that exceeds client expectations.

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.

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Become a client experience expert today

It is more important than ever before that financial institutions understand client expectations and deliver the perfect client experience.

Resource Guide
Raising the Bar:
The Financial Services
Client Experience
Customer quote pgbank small
Scott Searle
Salesforce Administrator, Peapack-Gladstone Bank
Now that we have our client feedback in Salesforce, we can sort it by department, by branch, or by business line, and take action on a daily basis.
See Their Story

Great client experience is more important than ever before

23%

of Financial Services clients who had a good customer experience told 10+ people.

60%

of Financial Services organizations think customer service will be the top source of competitive differentiation.

82%

of Financial Services clients have stopped doing business with a company because of bad customer service

Loved by the world’s fastest growing Financial Services companies

Hundreds of Financial Services companies use GetFeedback to measure and understand the client experience.

Fin serv brands left Fin serv brands right

Ready to turn your customer feedback into action?

See why the world's leading brands use GetFeedback to understand and improve their customer experience.

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