The A guide to surveys and why they are so important in the financial services sector Guidance Note is aimed at financial advisers, managers, and owners of financial advice providers (FAPs), as well as compliance and quality assurance staff within FAPs.

“Surveys are an incredibly valuable tool for the industry because they tick lots of value-add boxes. They support business growth by providing opportunities to do better across the board – improve customer experience, engage and reward staff as well as meeting good conduct obligations.” says David Greenslade, executive director Strategi Group.

 “We want everyone to get on board with surveys and our goal is to facilitate the process and help where we can. This Guidance Note is a great starting point as it provides tips and tools to consider, including a deeper dive into our recommended approach which is the Net Promoter Score. The NPS methodology is easy to understand and simple to implement and we’ve also created a low-cost template that businesses can purchase to make it even easier.”

 The new Guidance Note:

•  Explains how NPS works and why it’s worth considering.
• Covers different options for delivering surveys.
• How to create a good survey.
• Other practical advice.

Download our free A guide to surveys and why they are so important in the financial services sector and get in touch with the team if you have any questions.