Survey : Questions

How long have you used our SERVICES?

Less than 6 months

6 months to less than 1 year

1 year to less than 3 years

3 years to less than 5 years

5 years or more

Which of our SERVICES did you most recently use?

Opened a New Account

Purchase, Sale, or Exchange of an Asset

Distribution or Transfer of Funds

Closed an Account

Spoke to an Account Specialist About My Account

Other

How long did it take our team to return your e-mail?

Less than 2 hours

2.25 to 4 hours

4.25 to 8 hours

8.25 to 24 hours

24.25 to 48 hours

Not Applicable

Other

Comment:
500 characters left.

How long did it take our team to return your phone call?

Less than 2 hours

2.25 to 4 hours

4.25 to 8 hours

8.25 to 24 hours

24.25 to 48 hours

Not Applicable

Other

Comment:
500 characters left.

Do you feel that your question has been fully answered?

Yes

No

Comment:
500 characters left.

Did your account specialist greet you professionally and identify themselves to you?

Yes

No

Comment:
500 characters left.

Which employee did you speak to about this issue?

Please check all that apply.

Diann

Erika

I'juana

Rebecca

Sean

Traci

Other

Comment:
500 characters left.

Please rate your experience with your account specialist.

Highly satisfied

Somewhat satisfied

Neutral

Somewhat dissatisfied

Highly dissatisfied

Comment:
500 characters left.

How do we rate on the following attributes?

	Well Below Average	Below Average	Average	Above Average	Well Above Average	Not Applicable
Customer service
Professionalism
Quality of SERVICES
Understanding customers' needs
Knowledge of Our Staff
Price

Comment:
500 characters left.

How likely are you to continue doing business with us?

Very likely

Somewhat likely

Neutral

Somewhat unlikely

Very unlikely

Comment:
500 characters left.

How likely is it that you would recommend our SERVICES to a friend or colleague?

Very likely

Somewhat likely

Neutral

Somewhat unlikely

Very unlikely

Comment:
500 characters left.