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.
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 2022 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 (41.8 per cent of advice firms), Adviserratings.com.au (35.4 per cent) and Google Reviews (35.4 per cent).
Explore the human side of adviser technology with the 2022 AdviceTech suite of reports on staff, clients and technology suppliers.
This report examines how technology is linked to staff satisfaction and ultimately client satisfaction. You will learn what you can do to maximise staff engagement and satisfaction in a hybrid working environment, and the support, training and infrastructure required to properly support your staff.Download the report
In this report we unpack eight important technology trends that matter to clients. You will understand the role of hybrid client communications, the shift to self-service digital tools, how to unlock opportunities with data, and discover the importance of data visualisation in client education.Download the report
Technology selection and implementation is challenging. In this guide we provide you with the information to help - with descriptions of over 35 different technologies and the most used suppliers in their categories. The report also examines the factors to consider when selecting a technology partner.Download the guide
26.1 per cent of advice firms use tools to capture feedback from clients.
A large proportion of firms see this technology as important, with 26.1 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.
Take a closer look at more AdviceTech related resources in our collection of whitepapers, workshops, articles and podcasts.
Develop your AdviceTech roadmap with this free AdviceTech Roadmap workshop. A 90-minute team activity designed to help you prioritise technology solutions and develop a technology adoption strategy for your business.Access the workshop
Listen to Paul Campbell, Managing Director of Xeppo, as he shares the important role of data for business efficiency, using data insights to unlock opportunities, approaching data strategy and what to think about on the next technological roadmap.Listen now
Hear Catherine Robson, Founder of Affinity Private Advisors, discuss why recognising your leadership style, building relationships with staff and harnessing technology is crucial to scaling a business.Listen now
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Understand how Netwealth can help you see wealth differently and learn how we can support you with market leading technology, excellent customer support and expertise to help your wealth and advice business thrive.Request a demo now
In Netwealth's 2022 Advisable Australian Report we pay special attention to the Established Affluent, some of the wealthiest and most well-established Australians, and provide a playbook for financial advisers on how to attract, advise and service this key target market.Download now
For wealth businesses to thrive in the future, The Emerging Affluent is a critical market to be aware of and develop key client strategies for. This report is a playbook on how to attract, manage and retain The Emerging Affluent.Download now