Customer loyalty is key to survival in the highly competitive financial services industry. Satisfied customers are just one component. To grow your business and grow your share of wallet, you need to be their provider of choice.
SoGoSurvey makes easy work of measuring the customer experience, and understanding where you stand against your competition. Combine instant feedback and long-term trends to reveal where you excel and pinpoint the issues that are undermining growth.
Armed with solid data and rigorous analysis, you can direct energy and resources where they’ll have the most impact: engaging employees, retaining top talent and satisfying customers.
With smart features and top-tier security, our online surveys make good financial sense.
Need a head start? Our polished, proven templates get you off and running!
Measure Customer Satisfaction, Employee Engagement and Market Research with Ease
Facilitate Customer Service
Integrate your call center, CRM, and survey data to automate routine tasks, track and respond efficiently to service issues, and capture a complete picture of the customer support experience.
Customer satisfaction is inextricably linked to employee engagement. Motivated employees produce quality work, make teams stronger, and provide great customer service. Measure engagement on both sides, and align the data to reveal who or what may be costing you business.
Target select demographic groups to test new product ideas, marketing initiatives, or brand perception. Use our powerful analytics to drive business decisions based on the data you gather.
Raise Response Rates with Streamlined Design
You know a lot about your customers, so make that work to your advantage. Relevant surveys save participants’ time and get more responses. Pre-populate the information you already have, and show your customer that you see them as a person, not a number. Fine-tune questions to fit each customer, and use branching to shape their path. The more concise and straightforward, Direct, short surveys are considerate of your customer’s time, and deliver quality feedback.
Personalize Engagement to Drive Up Loyalty
Manage the survey process in a way that cultivates your customer relationships and deepens their connection with your brand. Personalize scheduled invitations, keep track of responses and send timely automated reminders. Set custom alerts, control global opt-outs and use touch rules to avoid over-surveying. Send thank-you emails upon completion to show you’re listening.
Don’t Just Measure, Earn Customer Loyalty in Real-Time
To become their provider of choice, touch base with customers at various points in their journey to find out what they need, want and expect — and why. Ad-hoc surveys with Net Promoter Score (NPS) can measure satisfaction on the spot, and gather feedback regarding products, experiences and customer service interactions. Define triggers that present other products or services to customers to increase share of wallet. Create alerts to flag negative feedback instantly via email, so issues can be addressed quickly.
Transform Data into Action with Industry’s Best Reporting Tool
Our best-in-class reports are known for being exceptionally flexible, customizable and intuitive. With just a few clicks, compare results within a date range, or by a specific question or benchmark, and quickly isolate data by customer demographics, by business departments, locations, or teams. Apply custom filters and drill down further to view data about individual employees or interactions. Express your insights with graphs, tables and charts, and download presentation-ready reports into any of eight formats, making it easy to share and communicate the results. Applying that intelligence, your leadership can make meaningful, data-driven changes that drive sustainable growth and long-term success.
"It’s been an invaluable tool for me – I’ve gone from cutting and pasting from hundreds of emails & spreadsheets to downloading input from hundreds of stakeholders in one clean report. It’s heavenly!"
- Lynn Gates, Juniper Networks
"It's an excellent product for a very good price! SoGoSurvey saved us thousands of dollars over using a different software. And we love, love, love the technical support."
- Chrissy Morse, World Vision
“SoGoSurvey is flexible and customized, allowing me to create any type of survey needed with a specific look. It’s really easy to use, too – both to create a survey and then to analyze the results in numerous ways.”