Financial Services

Take control of your customer experience

You can’t drive retention and customer referrals with a part-time customer feedback program.

A winning customer experience comes from continuous feedback collection and empowering your teams to act on that feedback in real-time.

AskNicely gets you up and running in 30 days, results in 90.

Our customers get results, not just data

Point NPS Increase

“I felt Lendmark needed to get ahead of customer experience and I didn’t want to do it the way I had seen it done before. Everything I saw showed me how NOT to do it.”

Ethan Andelman, Chief Marketing Officer at Lendmark Financial

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Referral Increase

"Consistently delivering on our brand promise is crucial. AskNicely gave us the power to understand where the gaps were, then made it super easy to coach for those gaps. From there, automating follow-up on referrals from our happy customers is icing on the cake."

Chris Wong, Head of Customer, New Zealand Home Loans

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70+

Average NPS

"AskNicely has helped us understand members' perspective of their experience. We can now coach and develop our teams to excel at service delivery, based on what actually matters to our members."

Damaris Sirop, VP Director Member Experience, First Commonwealth Credit Union

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Talk to our team

Make every customer experience awesome

Know exactly how every team and location is performing

dark purple icon of a hand holding a heart

Immediately address customer issues

Recognize and coach frontline teams

The only customer experience platform built for how a financial service business works

One, easy to implement system built for you and your frontline teams, fueled by real customer feedback.

The AskNicely customer experience feedback loop

customer feedback collection options and feedback dashboard

Track, share, and act on feedback

Understand where you're meeting your service standard, where you're not, and what to do about it. Don’t just collect feedback, but learn exactly what each branch and person can do to make small improvements every day.

example of coaching tip alert on mobile "is the customer confused? keep it simple and close your interaction with a call to action"

Smart, personalized coaching, that drives real behavior change

Coaching is most effective when it's personal, and based on specific examples. This is easy with the right platform, providing automated coaching tips based on real customer feedback.

negative feedback from customer and positive response from company

Empower people to act in the moment, and catch them doing things right

You see results when your agents and advisors are:
1. Empowered to act on customer feedback and;
2. Recognized at the exact moment they nail it, so everyone learns what good looks like.

Mobile checkin for frontline employees and employee experience dashboard for managers

Happy, motivated, engaged employees

When your people are happy, your business benefits. Take better care of your customer-facing employees with regular check-ins and employee experience insights.