Introducing Client Surveys
Latest Tech Release
At Optimize, we’re always looking for ways to enhance the client experience and strengthen relationships. That’s why we’re excited to introduce Client Surveys — a new initiative designed to capture valuable client feedback and help us refine how we serve both you and your clients.
Watch Our Tech Release Video
How it Works
- Automatic Feedback Requests
- After completing key service requests like opening new accounts, completing Wills and Tax Returns, or updating Financial Plans, clients will receive a short
survey via email.
- After completing key service requests like opening new accounts, completing Wills and Tax Returns, or updating Financial Plans, clients will receive a short
- Seamless & Quick Process
- Surveys are designed to be easy to complete, ensuring higher response rates and meaningful insights.
- Actionable Data for Better Service
- Responses help us proactively identify trends, address concerns, and
continuously refine the client experience.
- Responses help us proactively identify trends, address concerns, and
How This Benefits You & Your Clients
- Real-Time Client Insights: Gain immediate feedback on service interactions, helping you identify strengths and areas for improvement.
- Enhanced Client Experience: Clients can share their thoughts effortlessly, ensuring their needs are heard and prioritized.
- Stronger Relationships: By acting on client feedback, we create a more seamless, responsive, and personalized financial experience.