#1 CEM for financial services

Turn visitors into
loyal customers

In insurance and banking, customer experience is the most important competitive edge. Let us help you automatically build your CX program, measure it and identify action points that have impact and grow your sales.

We’re more than just a tool.

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42,041,165 responses
collected in 200+
organisations.

Differentiation through CX is your new competitive edge.

In a strongly atomized market, financial companies need to differentiate through a customer-centric strategy and the customer experience must be built by the entire organization.

To be successful in real-time and from day to day, you would need to be able to: Listen to your customers actively and continuously, Measure experiences continuously, Implement changes based on the data in real-time and automate the utilization of the data to your and your customer’s advantage.

Happiness and loyalty create long term growth

The profitability of the financial sector is about having satisfied and loyal customers that stay longer and repeatedly purchase. The three main questions that impact on your company’s customer experience are:

  • Are you able to co-create services with your clients?
  • Are you valuing the experience and advice of the mediator?
  • Are you considering the value of the experience and advice of the employee?
  • Are you using your CX data in real-time and in an automatic way to develop the experiences?

With us, you will have complete peace of mind with an enterprise-grade platform and services that offers best-in-class security, compliance and manageability and the latest knowledge.

The full Customer Experience Suite

We help you to design your CX program, set CX processes, goals, and KPIs through our CX platform, our CX guiding and consulting services, and our CX online training – to make sure you are never alone.

CX & EX programs

We help you to design your CX program, set CX processes, goals, and KPIs so that you can be successful.

Consultation and guidance

Learn best practices and receive custom training from experts in your industry. We provide in-depth guidance to both technical and business users from planning to execution.

CX platform & Tools

Get up and running in as little as 2 days and you will have all the tools to automatically collect feedback and turn data to insight in real-time.

Education and the latest knowledge

You need to learn and implement CX knowledge throughout the organization. We have an online education platform that will do exactly that. 

Your CX process planned for you.

1. Plan & launch

We plan your CX program with you and set goals so that they support your overall business goals. We start with CX maturity analysis and set a timeline.

2. Listen & automate

Data won’t collect itself – except when you work with us. We automate data collection together with you and help you with all stakeholder communication.

3. Learn & develop

When data is collected, we help you automatically turn feedback data into growth via leads, reviews and continuous improvement.

4. Adjust & iterate

Developing customer experience is an iterative process. We give you the tools to do it and help you on the way. By this point you are already a customer experience hero!

“Feedbackly has a great flexibility to interact with customers through multiple channels. This is helpful to reach customers in different touch points of the service, anytime/anywhere – in real time.”

 

Jaime Paredes, CRM Analyst @ GNP

Make CX improvements that have impact.

See the power of the Feedbackly software.

BE CLOSE to your customers throughout the entire customer journey

Stop assuming what your customers like or don’t like. Set up surveys in any touchpoint online or offline and understand how your customers are really doing.

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Multichannel feedback collection
Data and graphs that change in real time

 

UNDERSTAND your customers’ needs

Industry-leading analytics enables deep dives into customer behaviour analysis. Our CX experts will help you read the data and plan the actions that improve your sales.

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MONITOR CX together with our experts

Follow how your customers are doing from custom dashboards yourself or let our experts help you read it and plan action points for improvements.

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Build and analyse full customer journey

Analyze and Learn. Simultaneously

Real-time dashboard

Know how your customers are doing at every step in customer journey and take action real-time.

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Automated measurement

Collect and analyze feedback gathered from all of your online and offline channels in one place. Automatically.

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AI-powered analytics

Artifical intelligence helps you analyze even text answers with a blink of an eye.

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Enterprise level customer care

We care about how you are doing. In addition to a trusted CX tool, with Feedbackly, you will have a personal CX expert who helps you understand the current status of customer experience in your company, set up customer journeys and KPIs that match with your needs and monitor how you are doing regularly.

All that — plus our detailed help documentation, educational resources, and training programs — means you’ll never feel left out in the cold.



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We work with the leaders in financial services.

Feedbackly works – just ask our customers.

Banregio

Thanks to Feedbackly, they have been able to set more realistic and segmented KPIs, monitor exactly how their customer experience is progressing across all channels, and take action when it is needed the most.

Feedbackly has a multichannel approach to gathering customer feedback and allows its users to analyze data throughout the entire customer journey from one easy dashboard.


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GNP Seguros

GNP increased their response rates by an average of 20% and gathered feedback that help managers make meaningful changes in their processes. They decided that Feedbackly’s multichannel customer survey solution would be the best fit for their needs and would help to develop the industry-leading customer experience.

With customer experience placed firmly at the center of GNP decision making, employee confidence in customer feedback has risen and process development decisions are now more accurate and retain higher levels of ROI.


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Interested in improving CX?

Book a CX assessment and let our experts help you learn how could customer experience be improved in your company.