Customer Experience Survey
1. How satisfied are you with the ease of the onboardng process and the guidance provided throughout the journey?
★
★
★
★
★
Very dissatisfied
Very Satisfied
2. How useful and easy to understand did you find the wealth Checkup report and investment recommendations?
★
★
★
★
★
Very dissatisfied
Very Satisfied
3. Did you Face any difficulties during your journey or while seeking support from us?
Select an option
No, The journey was smooth
Yes - Login or Onboarding
Yes - Wealth Checkup
Yes - Advisory Fees
Yes - Understanding Recommendations
Yes - Agreement
4. How would you rate your overall experience?
★
★
★
★
★
Very dissatisfied
Very Satisfied
We're sorry to hear that. How can we improve?
5. How likely are you to recommend us to your friends and family?
6. Name
7. Email
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