Existing Client Feedback Form

*Your Name:
*Financial Coach Name: *Rate him/her:
*Relationship Manager Name: *Rate him/her:
1. *How did you contact customer service?

  Telephone      Support Request      E-mail      Fax      Other
 
2. *How satisfied are you with the time taken by the customer service to answer your question or resolve your issue?

  Very Satisfied      Satisfied      Undecided      Dissatisfied         Very Dissatisfied
 
3. *Overall, how satisfied were you with your contact with customer service?

  Very Satisfied      Satisfied      Undecided      Dissatisfied         Very Dissatisfied
 
4.Your Feedback



5. What changes, if any, can we make to improve our customer service department?

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