Medallia
Financial
Services^™

Engage Employees To Act

• Revitalize your incentives: Medallia shows employees how to move the needle on customer satisfaction. Most financial services companies tie employee compensation to customer satisfaction scores, intending to drive improvements in the customer experience. But employees who don’t know what they can do better may not be motivated to improve.

  Though my bonus depended on my customer satisfaction number, before Medallia I didn’t know how to affect the score.

  —Branch Manager

• Identify action steps: With Medallia Finance, your team will be able to diagnose service failures, gain insights into process improvement opportunities, identify action plans, and, most important, act. The difference is night and day.

  With Medallia, now we have good data and insights to make the decisions we need to drive the customer satisfaction score.

  —Branch Manager

Cost-efficient data collection

• High-quality, cost-effective online, phone, and paper surveys, if desired
• Cutting-edge technology that resolves security concerns about online surveys
• Multimode data collection to optimize sampling and reduce cost

Airtight, proven data security

• 100% pass rate in security audits by financial services firms
• Comprehensive protection, covering hiring practices, security architecture, physical security, data destruction, secure transport, and much more
• Compliant with the highest of standards, including Gramm-Leach-Bliley