Financial Services
Client Feedback Your Risk Team Will Approve
Measure satisfaction and NPS after account openings, claims, loan decisions, and advisor meetings. Compare branches and advisors, sync scores to your CRM, and run it all behind single sign-on with a full audit trail.
- SAML SSO and audit logs
- Branch and advisor comparison
- CRM sync with 80+ integrations
- White-label branding on Business
The Challenge
Trust Is Measured in Moments
A claim, a loan decision, a difficult call: each one changes how a client feels about you, and most firms only ask once a year.
Annual Surveys Miss the Moment
A yearly relationship survey cannot tell you which claim, branch visit, or advisor call cost you a client.
No Comparison Across Branches
Scores are averaged across the firm, hiding the branches and advisors who need coaching and the ones worth copying.
Tools That Fail Security Review
Generic form builders lack single sign-on, access roles, and audit logs, so they never clear information-security review.
Feedback Stranded Outside the CRM
Satisfaction scores never reach the client record, so relationship managers walk into meetings blind.
The Solution
Built for Regulated Client Relationships
Post-Interaction Surveys
Trigger a short survey by email or SMS after an account opening, claim, loan decision, or advisor meeting, while the experience is fresh.
Voice and Branch Kiosk
Automated phone surveys with keypad answers for clients who prefer a call, and tablets in branches for feedback on the spot.
SAML SSO and Role-Based Access
Staff sign in through your identity provider. Advisors see their own clients; compliance and leadership see the whole picture.
Compare Branches and Advisors
Dashboards by region, branch, product line, and advisor, with key-driver analysis showing what moves the score.
CRM Sync
Push scores and comments to Salesforce, HubSpot, Zoho CRM, or Pipedrive so every relationship manager sees them before the next meeting.
Clue AI on Open Comments
Themes, sentiment, and at-risk signals from free-text answers, summarised per branch and per advisor.
Platform Facts
Controls
Built to Pass Information-Security Review
Encryption
Client responses are encrypted in transit and at rest.
SAML SSO and MFA
Identity-provider sign-in with multi-factor authentication.
Audit Logs
Every survey, user, and data change recorded with who and when.
Data Residency Options
Choose where client data is stored.
Role-Based Access
Advisors, branch managers, compliance, and leadership each see what they should.
White-Label Branding
Your domain, logo, and colours on every survey and email on the Business plan.
Measure Trust After Every Interaction
Start a 7-day free trial of Professional, or talk to us about Business with white-label branding and SSO.