FINANCIAL SERVICES

A number of our clients are financial services firms that need and want to communicate with customers.

More often than not, the surveys we do include a high net worth component or are targeting customers who have had a recent transaction of some sort, for example, a phone call to a service center.

Other surveys might include new customers aimed at learning more about the on-boarding process or a general survey of customers asking about their overall experience.

Most of the questionnaires we field are modest in size, meaning the equivalent to four-printed page sides, although some are shorter and some longer.

We use both mail and online methodologies. In some cases a “mixed-mode” approach is used, offering the survey participant the choice to take the survey using either channel. Readex handles all aspects of the survey in house, providing complete control over everything related to design, implementation and data processing.


Contact us to discuss your specific needs and interest.