Finance

With complex products, the customer experience is key to buying decisions and customer loyalty.

Measure customer satisfaction.
Use feedback to improve customer experience.
Capture data securely with SurveyVista Forms.

Secure your customers to build lasting Relationships

According to a survey of nearly 1,100 executives by Harvard Business Review, 64% of financial services companies say that improving CX is a top-five business priority. In an increasingly regulated industry where sustained product differentiation is a challenge, the quality of the customer experience is often the only source of competitive advantage…

If CX is strategic, then gathering and acting on feedback from customers, the sole arbiter of the experience, is not an option. But a good feedback program helps financial service leaders go further in building insights that improve business performance.

They seek out answers to questions like:

Which products and features do customers value most?
What would encourage customers to buy more?
What are the biggest barriers to buying our products and services?
Does our new product hit the mark?
What annoys customers most?
How do customers perceive our brand?

Enter SurveyVista!

Richly branded, easy to complete surveys & forms help you measure customer sentiment and identify issues at touchpoints across the customer journey:

Do our products meet your needs?
Did we make it easy for you to buy the right products?
Does our service live up to expectations?
How can we help you better?
What products would you like to see added to our range?
How do we stack up against the competition?

And all delivered across the channel your customers prefer. Email, chat, social media, text, call center: we've got you covered.

Our market leading no-code Salesforce integration takes your feedback program to the next level.

Automation removes the work of sending surveys.
Personalization using Salesforce data improves response rates.
Combine feedback and other customer purchase data to understand what drives purchase, retention and advocacy.
Make the Voice of the Customer visible across the organization.

And it’s not just surveys. SurveyVista is used extensively to collect customer data. Our extensive question set makes building forms easy, so weather you want to automate product discovery, ensure compliance requirements have been met or even make it easy to complain, SurveyVista delivers.

All this with five star support and the confidence from knowing that your data is held in Salesforce with the same, highly secure, high availability environment protecting all your customer data.