What Audace Survey ® is

Audace Survey is a platform available to financial professionals used for detecting how satisfied investor customers are of their own portfolio

The reference framework

The relationship with a customer who entrusts his savings to a professional (be it a Financial Advisor or Private Banker, Manager or Wealth) or to a Traditional Bank, opens with a promise of trust and mutual esteem. The financial operator’s ability to manage the relationship with the customer over time strengthens the promise of trust and initial esteem and protects it from the influence that comes from market trends, the results achieved on investments, the competition that presses on, and new customer needs.

The need

Financial professionals must be able at all times to monitor and analyze the relationship with the clients in the portfolio. It is important for the professional to know each client’s opinion regarding the experience lived in the work interaction.

The solution offered by Mikaline with the Audace Survey® platform

The Audace Survey IT platform provides a measure of the relationship with customers in real time.

 The innovative and unique aspect on the market proposed by Mikaline’s Audace Survey for financial operators, is represented by the possibility of comparing the relational framework built on the opinions expressed by its customers, with the measures of the “colleagues” (or competitors) relatively at average values, at best and at worst.

The Operational Tools

The platform collects the interviews through the CAWI method. The basic questionnaire is standardized to allow subsequent comparisons with other financial operators from a Customer Experience Management perspective, but can be customized with the addition of other questions, with complete flexibility of settings.

The invitation to fill out the questionnaire to the end customer can be sent via text message or Whatsapp, or by sending an email to the customer’s address.

Compliance Privacy

The platform is organized in full compliance with the privacy law and is resident in Hosting in compliance privacy (EU regulation no. 2016/679).