Why Are Your Investors Moving Their Assets Elsewhere?
Capture experience at every client interaction
Problem
Your Customers Aren't Telling You the Truth
The biggest challenge in your industry is that dissatisfied customers stay silent. 96% of unhappy customers never complain β they either never return, or go straight to Google with a negative review.
Why traditional methods fail:
- Performance Communication: Client dissatisfaction spikes rapidly during market downturns.
- Inconsistent Advisor Quality: Service quality varies by advisor with no standardized experience.
- Digital Platform Expectations: New generation investors demand self-service platforms.
- Rising Competition: Fintechs and neo-brokers attract clients with lower costs.
As a result, businesses keep repeating the same mistakes without ever learning the real reasons behind customer loss.
Solution
Feedback at Every Point of the Investment Journey
CustomerEcho captures your investors' experience from advisor consultations to platform usage. AI automatically categorizes advisor service, platform UX, performance perception, and fee concerns.
How it works:
Capture
Collect feedback at key touchpoints with QR codes - no apps needed, just scan and share in 30 seconds.
Analyze
AI automatically categorizes feedback, identifies trends, and highlights urgent issues requiring attention.
Connect
Link feedback to specific locations, staff, or services to understand exactly where improvements are needed.
Act
Get instant alerts for critical issues, enabling your team to resolve problems before customers leave.
You receive feedback while customers are still on-site β giving you the chance to intervene and turn a negative experience into a positive one.
85%
Client retention benchmark
5-10%
Retention increase potential
20-30%
Post-transaction feedback rate
Real-time
Instant analysis
Real-World Scenarios
These aren't hypotheticals. These situations happen every day in businesses like yours:
Communication Gap During Market Decline
Markets drop 15%, client's portfolio loses significant value.
No communication from their advisor. They panic sell or move assets to another firm.
Similar Situations
My portfolio dropped 20% in 3 weeks and my advisor never called.
I don't know where to find market analysis.
Someone should have recommended a stop-loss strategy.
With CustomerEcho, you track client anxiety during market stress and enable proactive outreach.
Platform Usability Issues
Investor tries to place an order on the online platform, interface is confusing.
They call customer service or start trying competitor platforms.
Similar Situations
I couldn't figure out how to set a stop-loss order.
Portfolio report won't download as PDF, been trying for hours.
Mobile app is too slow, I'm missing trades.
With CustomerEcho, you detect platform UX issues instantly and improve the digital experience.
Fee Transparency Concerns
Client sees commissions charged on their account statement.
They feel fees are too high and start researching lower-cost alternatives.
Similar Situations
I don't understand how much commission is charged per trade.
Management fee is too high for this performance.
Custody fee, platform fee, advisory fee... what's the total?
With CustomerEcho, you measure fee perception and optimize pricing and communication strategy.
What Feedback Can You Collect?
Customer Echo's AI engine automatically categorizes every piece of feedback. Instead of vague "overall satisfaction" metrics, you get concrete, actionable insights.
Advisor Service
Investment advisor relationship and advice quality
Example topics: Communication frequency, Advice quality, Market knowledge, Proactiveness
Platform & Technology
Online platform, mobile app, and tools
Example topics: Ease of use, Speed and performance, Reporting, Research tools
Performance & Reporting
Portfolio performance and reporting quality
Example topics: Performance transparency, Benchmark comparison, Report clarity, Tax reports
Fees & Commissions
Transaction costs and management fees
Example topics: Fee transparency, Commission rates, Value perception, Competitiveness
Customer Service
Support services and problem resolution
Example topics: Response time, Problem solving, Information accuracy, Transaction support
Product Range
Investment products and instruments
Example topics: Fund variety, International access, Alternative investments, IPO access
Why Customer Echo?
There are many feedback tools on the market. What makes Customer Echo different is our focus on real industry needs and our purpose-built platform for capturing actionable insights.
Prevent Asset Outflows
Identify at-risk clients early and reach out proactively before they transfer.
Advisor Performance Tracking
Measure each advisor's client satisfaction and spread best practices.
Platform Optimization
Detect digital platform issues instantly and improve user experience.
Market Stress Management
Track client concerns during volatile periods and prevent panic selling.
Ready to Increase Investor Loyalty?
First 14 days free. No credit card required. Start with a pilot segment.