For financial advisers everywhere!

This simple and effective online scorecard gets valuable client feedback by letting clients rate your services.

If you're in the UK, this helps you to satisfy your Consumer Duty requirements

The ScoreMy Client Satisfaction scorecard was originally designed to help UK advisers demonstrate to the UK Financial Conduct Authority that they are meeting the new rules under CP 21/13 - but this works brilliantly, wherever you are in the world!

The scorecard has been designed to measure your clients' awareness and satisfaction levels about the service provided by you as their financial adviser.

It asks clients to rate the communication, support, value for money and overall customer service provided by you, their financial adviser.

What you'll get:

✔️ Scorecard that records level of satisfaction from clients across ten key areas

✔️ Each individual score can be downloaded into a one page report to be kept on the client's file.

✔️ All scores make up your average which can be downloaded into a report for compliance purposes.

✔️ Secure links to send to clients with secure feedback of results

✔️ Easily benchmark against industry averages.

✔️ Multi-adviser firms can see how advisers compare within the firm and identify any areas of concern.

✔️ Access to Member Portal with ideas to maximise your results

✔️ White-labelled blogs and articles to direct prospects to your scorecard

✔️ Tips and ideas to maximise your marketing efforts

✔️ Invites to member webinars

✔️ Member tips and forum

Our Refund Policy

This is a no-risk offer. If within 30 days you are not happy for whatever reason with your purchase we will provide a full refund.