The financial services sector is characterized by a particularly restrictive handling of data. In the case of banks in particular, it is often not possible to save customer-identifying data (CID) on external servers due to Swiss banking secrecy. This makes carrying out customer surveys very difficult and in some cases even impossible.
C Square has many years of experience with this topic and offers technical solutions that take the data protection situation of Swiss banks into account. For example, we can only generate anonymous links on our system and you only add the customer data internally. Or we can set up an independent instance of our software especially for you, which is subject to additional security restrictions.
For customers in the financial services sector, C Square offers the following services:
Customer survey with feedback loop
this is the ideal instrument to better understand the customer perspective and to react to changing customer needs. At the same time, such a survey generates countless cross-selling opportunities that your consultants can use to sell. We ensure that customer data does not leave your company during the entire process.
Data Analysis and Analytics
Banks in particular have the option of linking individual survey data with different controlling data (e.g. net revenues, NNM, AuM). In this way, the financial impact of satisfaction can be quantified. You will see that customer satisfaction is not just an end in itself, but has a measurable connection with financial success.
Employee Surveys
Due to the constant structural change in the financial sector, many employees are unsettled, and with increasing home office the relationship between the team members is increasingly lost. Internal pulse checks or larger employee surveys offer good opportunities to better understand the well-being of employees and to prevent possible fluctuation.