Redefine Customer Experience for Financial Services

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Redefine Customer Experience for Financial Services
Splitit
Pensionbee
Wisr
Collective2
Fidelapi

Here’s how different teams use Retently to power their work

Customer Experience

Customer Experience

Automate multi-channel NPS, CSAT, and CES survey campaigns. Analyze feedback and spot CX trends. Identify happy customers, and convert them into brand advocates.

Marketing

Marketing

Use survey results to better understand your target audience, improve marketing programs, optimize advertising campaigns and reduce customer acquisition costs.

Customer Support

Customer Support

Help frontline teams stay engaged and empower them to deliver great customer experiences. Analyze customer satisfaction after support interactions. Build support agent scorecards and track CSAT trends.

Personalize and Automate Survey Campaigns

Personalize and Automate Survey Campaigns

Send branded and personalized surveys on a schedule or triggered by external events.

Get valuable insights by automatically asking relevant questions.

Analyze Collected Feedback

Automatically categorize text feedback by topic and sentiment using machine learning.

Segment the CX data by product, customer demographics, behaviors, geography, and other relevant attributes.

Easily understand what matters most to your customers and what you can do about it.

Close the Feedback Loop

Close the Feedback Loop

Send personalized auto-replies based on the received feedback.

Follow up with unsatisfied customers to learn more about the challenges they’re facing.

Miss no feedback with immediate Slack and email notifications.

Deeply Integrated With Your Stack

Data shouldn’t be siloed. Retently is designed to work seamlessly with your CRM, BI, marketing automation, and help desk platforms.

Deeply Integrated With Your Stack
Splitit increased their NPS by 51% using Retently

Splitit increased their NPS by 51% using Retently

(customer study coming soon)

Let’s talk CX

Join other financial companies that are using Retently to transform their Customer Experience and drive growth.

Let’s talk CX