Reviews for investment and fund services

Collecting reviews from clients is a key element for the development and strengthening of trust in investment and fund management services. Reviews not only help attract new clients but also provide valuable feedback for improving the quality of services provided.

Effective methods of collecting reviews can help a company build strong relationships with clients and enhance its reputation in the market.

How to get reviews for investment and fund services

Surveying after service provision

After completing each investment transaction or updating an investment portfolio, send the client a survey asking them to evaluate the quality of the service. The survey should be as convenient as possible and not take much time to complete.

Include questions about how satisfied the client is with the service, whether they would recommend your services to others, and provide an opportunity to leave an open comment for more detailed feedback.

Incentives for reviews

Motivate clients to leave reviews. Offer small bonuses or discounts on future services for doing so.

This is particularly relevant for long-term investors who regularly use your services. Ensure that such practices adhere to the ethical standards of the industry.

Inform clients that their opinion is important to you and that it helps to improve service quality and offerings.

Personalized approach in review requests

When asking for a review, use personalized messages. Address the client by name, remind them of the specific services they used.

This makes the person feel special, increasing the likelihood of receiving comments about your firm. In messages, you can briefly mention investment results or contributions to achieving the client’s financial goals.

Emphasize the importance of their opinion for further improving the service.

Using social media and specialized platforms

Actively use social media and professional platforms to collect reviews. Create groups or pages where clients can share their experiences with your company.

This is not only a way to gather feedback but also a platform for interacting with clients. Here you can also promptly address any arising issues.

Additionally, you can use specialized platforms for collecting and publishing reviews in the financial services sector, which also increases trust in your brand.

Feedback during regular meetings

Hold regular meetings with clients. Discuss the state of the investment portfolio and plans for the future.

Allocate time to discuss satisfaction levels with services. Personal interaction allows for deep and constructive feedback and understanding of client preferences and expectations.

Tracking and analyzing reviews

Regularly analyze the feedback received to identify common trends, issues, and opportunities for improvement. This allows you not only to promptly respond to client dissatisfaction but also to adapt your business to the changing needs of your target audience.

Creating a transparent review system

Ensure that clients understand how their reviews will be used and how they can impact the quality of services provided. Create a transparent system where each comment is considered.

Give the person feedback on the actions taken based on their remarks or suggestions.

Implementation of the above methods and continuous work on improving service quality

Implementing the above methods and continuously working to improve service quality will help not only to get more reviews from clients but also to increase overall client satisfaction and loyalty to your brand.

Examples of investment and fund services reviews

Below are real reviews from real clients (company names are not mentioned).

1

I remember when I first opened a brokerage account at Tinkoff Investments, I received gift shares from them. They weren’t very large amounts and had to be sold according to the terms, not kept.

Still, it was nice 🙂

Recently, I also received shares as a gift for recommending investments to a friend. You could say I invited him to invest, for which both he and I were given gift shares 🙂

The terms were nothing unmanageable; he just had to keep an amount of at least 10,000 in his brokerage account for a month. The only thing I didn’t like was that the selling process was a bit confusing.

After I sold a share through the app, it disappeared, but no money was added to my brokerage account. That was strange.

Support responded that the amount would arrive at my bank card and then be transferred to my brokerage account. I didn’t understand why these transfers were necessary, but okay 🙂

It all happened the next day.

2

I don’t understand what they are doing there. Some kind of insider club.

All attempts to make contact ended in complete fiasco. Probably didn’t fit the face and it’s left to more competent specialists to develop the country.

I give it one star because I didn’t get any response concerning the direction of this company. Maybe I’m wrong, God bless.

3

I hope this review helps you make the right decision. The company earns in an interesting way and does it quite elegantly.

It starts with a call from a manager (they find your phone by buying a database from some company where you are a client). Managers constantly resign, and you may get a completely inexperienced one.

They will call until you agree to come; a personal meeting is mandatory. There they will beautifully explain the prospects, the global situation and they won’t necessarily pressure you.

They don’t take money under management, they deal with consulting and training, have a license from the Ministry of Education, official partners of well-known companies)

And it doesn’t matter what broker you have, they work with any. However, they will insistently recommend only one British broker.

You won’t find better conditions, because now there are sanctions and you have to replenish through cryptocurrency, and also low broker commissions. There are many arguments and they may make sense.

Only the broker isn’t real, though trading will be on a very popular platform.

In fact, you have a demo account, the money no longer belongs to you, trading starts in the market and it may go well at first, and soon you will need to replenish, you will have to constantly increase the account, for two reasons, either good trading and you need to increase the volume to earn more or the situation is terrible, you need to save the account.

They will ask you to constantly replenish the account. Until it can’t hold anymore and a margin call occurs.

But it doesn’t matter, your money became the manager’s premium, his supervisor’s, and so on, in the first month. Unfortunately, such companies still exist and even an experienced person does not always manage to recognize which “investment” company they have encountered.

Be careful.

4

I am an investor, that sounds proud)))) Although in reality, to invest with Tinkoff, you don’t need any particular mindset or a lot of money.

Registering a brokerage account – takes one or two days.

Getting used to the app and platform – not a problem at all, everything is clear. There are training courses, if you want to invest on your own, you can delve into the topic as deeply as you want.

But I found the auto-follow option very convenient. You choose an investor, connect to him, and that’s it – trades that this investor makes start to be copied to your account.

There are requirements for the initial capital – different investors have different requirements, I suppose it depends on the riskiness of the strategy: well, to have the ability to sit out a possible minus. Well, in general, everything is written on the Tinkoff website, I had several questions – support chat is our everything))) they respond quickly, explain so that even a first-grader would understand.

Information on investors you can follow is presented – you can see how profitable the strategy is over a time period. And here, of course, you need to really fuss – I studied, compared for a week, and seems I found what suits me.

Testing for the third month, so far everything is going according to plan, and even better. If only they made the commissions smaller, and there would be no price for you.

5

Unfortunately, I was also caught in a quality scam for money. Under the beautiful cover of a growing chain of confectioneries, it turned out to be a bubble that attracted more than 70 million in investments and burst.

I am now preparing a lawsuit against the company and Duran.

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