Financial Network Inc. Customer Feedback

Phil and Nick - we need to collaborate on this before I spend much more time - but I gave this a start and show some alternative formats. We need to adjust questions, elimnate duplications and refine questions to ensure we can best tabulate conclusive and actionable results.

We need to consider how to encourage honest participation with clients who may feel their feedback could impact the pricing on future projects/renewals.

I plan to add a question about alternative solutions considered (or potentially to-be considered): In House, Alt SaaS, Software, functional outsourcing...

Having a clear understanding of customer perceptions re FNI strengths will help us validate our assumptions and refine sales offerings and marketing approach.

You get what you pay for with surveys. I am not a professional and this is a free tool, but if we put our heads together and your clients are open and honest, this will be a valuable step.

This can boost customer satisfaction if we share findings and FNI plans with respondents/all clients, but we need to review findings before we offer that.

JIM

Dear Valued Customer:

We thank you for your business and appreciate our business relationship. We are committed to providing excellence, quality, value and innovation to your organization. Your feedback about our service offerings and delivery performance is essential to help us maintain and improve the highest possible service levels.

You are invited and encouraged to participate in our feedback survey. Our key customer contacts will be asked to complete a survey that asks questions about their relationship with Financial Network Inc., our service offerings and delivery performance. It will take approximately 20 minutes to complete the questionnaire.

Your participation in this study is completely voluntary. It is very important for us to learn your opinions and we appreciate your support in this process.

Your survey responses will be strictly confidential and data from this research will be reported only in the aggregate. Your information will be coded and will remain confidential [?]. If you have questions at any time about the survey or the procedures, you may contact TBD [Name of Survey Researcher] at [Phone Number] or by email at the email address specified below.

Thank you very much for your time and support.

Please start with the survey now by clicking on the Continue button below.