Financial Services

Secure Feedback for Financial Excellence

Enterprise-grade feedback solutions designed for banks, insurance companies, and financial institutions. Improve customer experience while maintaining the highest security and compliance standards.

The Challenges You Face

We understand the unique obstacles in your field. Here's how we help you overcome them.

Regulatory Compliance

Strict regulations require secure data handling, audit trails, and compliance documentation.

Digital Transformation

Customers expect seamless digital experiences but legacy systems make feedback collection difficult.

Branch vs. Digital

Need to measure and compare customer experience across physical branches and digital channels.

Customer Attrition

High customer churn costs the industry billions annually, and traditional surveys miss the warning signs.

Data Security

Financial data requires the highest level of encryption, access controls, and security certifications.

Complex Products

Financial products are complex, making it challenging to measure satisfaction across different service lines.

How Sawtkum Helps

01

SOC 2 Type II Certified

Enterprise security with SOC 2 Type II certification, data encryption, SSO, and comprehensive audit trails.

02

Omnichannel CX Measurement

Measure customer satisfaction across branches, mobile apps, online banking, call centers, and ATMs from one platform.

03

Relationship NPS Tracking

Track Net Promoter Score at both relationship and transactional levels to understand overall loyalty and specific pain points.

04

Compliance-Ready Surveys

Pre-built templates meeting regulatory requirements with built-in consent management and data retention policies.

05

Churn Prediction

AI-powered analysis identifies at-risk customers before they leave, enabling proactive retention strategies.

06

Executive Dashboards

Real-time dashboards for executives with KPIs, trends, benchmarking, and drill-down capabilities.

Measurable Outcomes

22%
Churn Reduction

Average reduction in customer attrition through proactive feedback programs.

+12pts
NPS Increase

Typical improvement in Net Promoter Score within the first year.

100%
Audit Ready

Complete compliance documentation and audit trail for regulators.

$2.4M
Revenue Saved

Average annual revenue saved through reduced customer churn.

In financial services, trust is everything. Sawtkum gave us the security certifications we needed and the customer insights we wanted. We identified a major pain point in our mortgage process that was causing 30% of customers to consider switching banks.
Jennifer Walsh
SVP Customer Experience, National Banking Group

Ready to transform your feedback strategy?

See how Sawtkum can help your organization succeed.