We store cookies on your computer so we can recognise you when you return. By continuing to use this site, we assume you accept these cookies.

Disruption by challenger banks is rapidly increasing consumer expectations of financial services products, and it’s vital that organisations of all sizes have the customer insights they need to keep up.

NPS Dashboard

Customer loyalty and recommendations have also never been more important to ensuring organisations survive and grow. How do you create customers who stay with you, recommend you more, buy more from you, are less price sensitive, cost you less to serve, and are more forgiving when things go wrong ?

CustomerSure gives financial services organisations the tools and methodology they need to consistently improve their customer experience, and continue to perform in a highly competitive marketplace.

Customer experience initiatives can help financial services organisations to:

CustomerSure gives you the vital insights to ensure you:

We take insights that we get from CustomerSure, and we use them to make real change in the business - resulting in happier customers overall. We also are really pleased with their support team—who have assisted every step of the way Sam Shaw, Tastecard

How does CustomerSure work?

CustomerSure gives your financial services organisation a suite of powerful tools to gather vital insights from your customers and distribute them across your business. With CustomerSure you can:

Actionable Insights

Customer Journey report

CustomerSure is proven at helping financial services organisations to be more successful by providing a platform to obtain multi-channel actionable customer insights and the ability to respond to customers after they have given feedback.

Key metrics can be used to track performance of individuals, handling teams, or departments.

Trusted Advisors

CustomerSure has expertise to advise on data collection, survey design and question selection, to ensure ease of completion and high response rates. We will also help you with headline metric selection and usage, including CSAT, NPS and Customer Effort Score.

Insights can be collected after important journeys such as:

Phone tablet survey


Customer feedback can be collected by email, SMS, in-app or in-website, and completed on mobile phones, smart phones, computers and tablets.

Real Time

Staff Heatmap

Customer feedback is reported in real-time on a results dashboard, where the feedback can be assigned to individuals or teams to respond, and reports can be viewed, customised and exported.

Single View

The CustomerSure platform can integrate with your internal CRM or database, to ensure a single transparent view of the customer.

See how CustomerSure could work for you – free pilot project

If you’d like to see CustomerSure’s approach to improving your Net Promoter Score in action, contact us for a free pilot project. We’ll help you design and run a short, live test to show you exactly how everything works and prove the real impact our approach has on your customers and your business.

Book a demo