Survey and client feedback tools

Discover the top suppliers of survey and client feedback tools used by wealth professionals, and learn how advice firms are using this technology.

What are the most popular survey and client feedback tools?

These tools are used to capture client feedback through the development of surveys and feedback forms, or via websites where clients can share their experiences and rate their service with star ratings and descriptions.

A great survey and client feedback tool can benefit your advice business by giving a better understanding of clients through profiling and satisfaction scores and ratings, benchmarking service levels against other providers, and identifying areas of the business that need further improvement. 

Research from the Netwealth 2021 AdviceTech Report shows that the top 3 suppliers of survey and client feedback tools fall into two broad camps. There are survey tools, including Survey Monkey (53.2 per cent of advice firms), (33.0 per cent) and Google Reviews (27. per cent).


Netwealth's 2021 AdviceTech Report

The 2021 Netwealth AdviceTech Report explores six major opportunities and crucial technology trends that advice firms should consider as they evolve their client value proposition and enhance their customer experience.

How are advice firms using this technology?

27.0 per cent of advice firms use tools to capture feedback from clients.

A large proportion of firms see this technology as important, with 33.3 per cent looking to implement this technology in the next 24 months.

The majority of those firms that use this technology (58.0 per cent), generally do so less frequently than monthly.

More AdviceTech resources

Innovation workshop 

Netwealth has designed this 90-minute workshop to help you and your team prioritise technology solutions against business objectives to develop your business' AdviceTech roadmap.

Download toolkit

The Emerging Affluent Report

This report is a playbook for financial advisers on how to attract, manage and retain The Emerging Affluent.

Download report

2021 AdviceTech summary video from Matt Heine

This 12 minute video explores some of the core themes that are highlighted in Netwealth's 2021 AdviceTech report.

Watch Video