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Financial Client Satisfaction Surveys

Financial Client Satisfaction Surveys

Measure Client Satisfaction to Improve the Client Experience

  • How well are you meeting the needs of your clients?
  • Can you answer the following questions about your firm?
  • What percentage of your clients have had more than one transaction with your firm?
  • What factors influence your clients to choose your firm?
  • Do your financial advisors meet your clients’ expectations?
  • How do your clients describe the service they received from your firm and staff?
  • Do your clients want information on any of your other services?
  • WHEN will your clients be in the market for your other services?
  • What percentage of your clients would recommend your firm to a relative or friend?
  • Do your clients have family members or friends who would be interested in using your services RIGHT NOW?

Continuity Programs 100% turn-key financial Client Satisfaction Survey Programs are designed to gather information about your clients’ experience with you, and generate leads for when they will need your financial services again. Client Satisfaction Surveys are mailed out with a postage-paid response envelope. Continuity Programs’ Client Satisfaction Surveys receive a better than 25% average response rate!

How to Measure Performance

Continuity Programs provides Client Satisfaction Survey Analysis Reports based on the client feedback, which provides your firm with an overview of how your clients perceive your financial advisors and firm, allowing you to measure client satisfaction. The Client Satisfaction Survey Analysis Report is part of a larger Management Summary Report, which allows you to measure performance by ranking your different branches/locations and advisors and comparing your firm’s client satisfaction rating to national rankings. The Management Summary Report also illustrates with charts and graphs why your clients chose you and what percentage of your clients have previously done business with you.

Client Satisfaction Surveys provide excellent client testimonials you can share with your affiliate/referral partners and potential new clients.

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