Ambivista for Financial Services
Ambivista offers feedback solutions to make it easier for your organization to leverage actionable feedback unique to the financial services industry.
Wide Reach Across Financial Services
Ambivista offers insights solutions for a broad range of financial service-related organizations.
- Banks
- Credit unions
- Stock brokerages
- Investment firms
- Insurance industries
- Credit card companies
- Accounting companies
- Student loan companies
Employee Insights
Your financial successes can be directly credited to your employees. Their feedback, as facilitated by Ambivista, can raise you to new heights.
- 360° feedback
- Post-training surveys
- Employee exit interviews
- Employee satisfaction surveys
- Employee engagement surveys
- New hire & onboarding surveys
Customer Insights
Customer retention is key within the financial services industry. Ambivista can shed light on what it would take to do so.
- Conjoint analysis
- Market segmentation
- Promotional research
- Website visitor surveys
- Post-interaction surveys
- Post-claim feedback surveys
- Customer satisfaction surveys
- Advertising effectiveness surveys
- Online form abandonment research
The Sales Journey of the Financial Customer
Ambivista can help to gather insights throughout a customer’s journey.
- Financial product or service usage
- Persuasion in the customer experience
- Engagement in the customer experience
- Customer discovery of financial product or service
Tapping into Your Target Audience
Great B2B retail research starts with collecting data from the right people. Ambivista’s insights solutions can help solicit from a variety of audiences.
- Tellers
- Brokers
- Budget analysts
- Personal Bankers
- Financial advisors
- Financial managers
- Insurance underwriters
Benefits Of Our Research Suite
some of our key differentiators
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