💵 Simplesat for Financial Services

The ultimate customer feedback solution for Financial Services

Measure client loyalty, optimize agent performance, and unleash your financial services firm’s potential using Simplesat’s powerful feedback platform.

Trusted by over 1,000 service-minded businesses

🙌 See how leading financial services firms leverage Simplesat


Elevate client satisfaction with ticket CSAT

Integrate Simplesat’s Ticket Customer Satisfaction (CSAT) feature seamlessly with Zendesk, HubSpot, Freshdesk, and many other popular helpdesks. Effortlessly capture feedback from clients and gauge their satisfaction to enhance your agency’s service quality.

Integrates with:


Drive engagement at key moments with event-based emails

Maximize user engagement by sending surveys at crucial touchpoints. Event-based emails allow you to gather feedback when it matters most.


Track decision-maker sentiment with quarterly NPS emails

Automate your Net Promoter Score emails and get feedback from key decision-makers that may not interact regularly with your helpdesk.


Automate Slack and MS Teams notifications and stay in the loop

Get instant feedback notifications delivered directly to your favorite collaboration platforms. Keep your entire team up-to-date, empowering them to respond quickly and proactively to client feedback.

Integrates with:


Delve into your customers’ perspective with our reporting dashboards

Strengthen your financial services firm with Simplesat’s powerful reporting dashboards. We provide everything you need to visualize and analyze your data. Understand connections, keep an eye on trends, and gain new insights that will improve your strategic decision-making.

✨ Join the ranks of successful Marketing Agencies

Simplesat is a leader in customer feedback management

Simplicity, flexibility, an amazing support team. We’re here to make our clients’ lives easier. See below why they love Simplesat!

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Based on 128 G2 ratings

🔧 Simplesat integrates with your favorite tools

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