Customer Satisfaction Survey for Financial Planning and Investment Firms

Gather feedback from customers of financial planning and investment firms to measure their satisfaction and identify areas for improvement.

No credit card required

About Customer Satisfaction Survey for Financial Planning and Investment Firms Template

The Customer Satisfaction Survey for Financial Planning and Investment Firms template is designed to gather feedback from customers of financial planning and investment firms. This survey aims to measure customer satisfaction and identify areas for improvement in services.

Financial planning and investment firms play a crucial role in helping individuals and businesses manage their finances and achieve their financial goals. By conducting regular customer satisfaction surveys, these firms can gain valuable insights into their clients’ experiences and make informed decisions to enhance their services.

Why is this survey important?

Customer satisfaction is a key indicator of the success and effectiveness of financial planning and investment firms. Satisfied customers are more likely to stay loyal, refer others, and continue using the firm’s services. On the other hand, dissatisfied customers may seek alternatives and negatively impact the firm’s reputation.

By using this survey template, financial planning and investment firms can:

  • Measure overall satisfaction: The survey includes a CSAT (Customer Satisfaction) question to assess the overall satisfaction level of customers.
  • Evaluate specific aspects of services: The likert scale question allows customers to rate different aspects of the firm’s services, such as professionalism, investment recommendations, communication, transparency, and customer service.
  • Identify strengths and weaknesses: The open-ended questions provide an opportunity for customers to highlight what they like most about the services and areas that need improvement.
  • Determine likelihood of recommendation: The thumbs question helps gauge customers’ willingness to recommend the firm’s services to others.

Customizing the survey

Financial planning and investment firms can customize this survey template to align with their specific goals and requirements. They can add or remove questions, modify rating scales, and include additional fields to capture relevant information.

Customer Satisfaction Survey Questions

  1. Overall, how satisfied are you with our financial planning and investment services?

  2. Please rate the following aspects of our services on a scale of 1 to 5 (1 being strongly disagree and 5 being strongly agree):

    • Professionalism and knowledge of our advisors
    • Quality of investment recommendations
    • Timeliness of communication
    • Transparency of fees and charges
    • Overall customer service
  3. What do you like most about our financial planning and investment services?

  4. What areas do you think we can improve upon?

  5. Would you recommend our financial planning and investment services to others?

Thank you for taking the time to complete our Customer Satisfaction Survey for Financial Planning and Investment Firms. Your feedback will help us enhance our services and better meet your needs.

Give your business a boost with TRACX®

Sign up for free and get everything you need to turn visitors into customers, and customers into super-fans — all in one platform.

  • TRACX is free forever
  • Upgrade anytime, cancel anytime
  • No coding necessary
  • Get set up in seconds
  • GDPR & CCPA-ready
  • Hosted in EU datacentres