Client Feedback Solutions for the Financial Services Sector

Collect Feedback from Clients, Drive Revenue, and Enhance your Online Profile with Working Feedback

The Retail Distribution Review (RDR) came into effect on 31 December 2012, significantly reducing the number of independent financial advisers (IFAs) in the market. This created a highly concentrated and competitive marketplace for personal financial advice. In this highly competitive sector, delivering a quality service and being found ahead of your competition is key to building and growing a success financial advisory practice.

Gaining a Competitive Edge

The ability to retain existing clients and secure new engagements is paramount to introducing new revenue streams and developing long term trail commissions. But finding clients seeking advice on investments, mortgage and tax planning has become far harder, requiring leading financial advisers to work on their online presence and request more referrals.

Working Feedback is a feedback and review application that can help you:

  • Improve your customer service offering
  • Enhance your online profile
  • Encourage referrals from positive client experiences
  • Drive additional revenues through cross sell and upsell opportunities
  • Provide a highly visible, credible endorsement of your practice

Turn Feedback into Revenue

Yes, Working Feedback provides an intuitive and automated tool for requesting and publishing feedback from your clients, following each interaction with your organisation, but it can do so much more. Utilising customised question sets, Working Feedback can help you analyse the effectiveness of your communications, service delivery and pricing model whilst simultaneously identifying new business opportunities. Simple prompts asking happy clients to introduce friends and family or reminding them of your other services have helped other Working Feedback users to generate thousands in additional revenues from existing clients.

Enhancing your Online Profile

Standard integrations in Working Feedback allow you to share your positive review far and wide. As well as a series of dynamic widgets that link to your own website, your reviews can be published directly to your social media channels and Google Reviews. Collectively these provide a highly visible and credible endorsement of your service, but they also help build your presence in search results, helping to make you stand out from the competition in related searches.

Russell Rogers, Principal, Oakwood IMC

Don’t believe us? That’s what the feedback’s for

We understand that no two businesses are the same, having now helped 100’s of financial services providers we know and understand how to help your business grow using reviews.

"Working Feedback gives us an edge that makes such a big difference to us getting the client and winning new business from our present clients, whilst staying compliant."

- Russell Rogers, Principal, Oakwood IMC

We're here to help you grow

Boost your cross sales, it’s simple

Helping you to get to Page 1 Google

Impartial reviews give you more credibility

Reviews fed to LinkedIn, Facebook & your website

TCF - Your compliance needs are met

A few of our clients in the financial industry

Are you doing your best to win more customers?