AI Survey
A Complete Guide to Survey Statistics: Methods, Examples, and Best Practices
by
Chris
|
Oct 31, 2025
The AI-powered feedback that grows your practice
Financial advisory success depends on understanding client goals, risk tolerance, and changing life circumstances. TheySaid's AI-powered finance survey platform creates meaningful conversations with clients, revealing the insights needed to deliver personalized financial guidance and grow assets under management.
How AI Changes Finance Management Communication
Retain High-Value Clients and Reduce Churn
Client relationships in wealth management face constant competitive pressure from fee compression and robo-advisors. AI feedback reveals the service gaps and communication preferences that cause clients to switch advisors, helping firms improve retention rates and protect their most valuable relationships.
Build Stronger Referral Networks
The best clients generate the most referrals, but only when they're truly satisfied with their experience. AI conversations uncover what drives client advocacy, enabling firms to create experiences that turn satisfied clients into active referral sources who bring in qualified prospects.
Maximize Cross-Selling Opportunities
Cross-selling financial products requires deep knowledge of client financial situations and future plans. By leveraging TheySaid's AI surveys, financial services firms can achieve up to a 35% improvement in client satisfaction scores, leading to a projected 20% increase in cross-selling opportunities as services align with evolving client needs.
Retain Top Financial Advisors
High-performing advisors have multiple career options and will leave for firms that better support their client relationships and professional growth. AI feedback from advisors reveals compensation concerns, technology needs, and support gaps that help firms retain their most productive talent.
Build Succession Planning Intelligence
TheySaid's AI surveys help financial firms understand generational wealth transfer preferences, family dynamics, and estate planning priorities that determine long-term client relationship continuity and referral patterns.
Let Patient Voices Drive Real Change
Stop guessing. Start acting on real insights from patients and staff, instantly and effortlessly.Discover how TheySaid can elevate your care experience.
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Real-World TheySaid Use Cases in Finance
Client Risk Assessment
Leverage AI surveys to better understand clients' risk preferences and financial goals through comprehensive bank customer satisfaction survey conversations, facilitating tailored advice that meets individual client requirements and regulatory standards.
Portfolio Performance Reviews
Gather detailed insights from clients regarding their experiences with financial services through financial wellness survey conversations, helping firms identify areas for service improvement and strengthen client relationships during quarterly reviews.
Product Suitability Analysis
Utilize AI surveys to assess customer opinions on investment products, insurance services, or financial plans through targeted financial literacy assessment processes, allowing organizations to refine offerings and better meet client needs.
Market Intelligence Gathering
Conduct surveys to gather insights on competitors' services and pricing directly from your clientele through economic sentiment analysis conversations, helping you adapt your strategies to maintain competitive advantage in local markets.
Advisor Performance Development
Collect insights from employees about workplace satisfaction and operational efficiency through structured banking habits survey feedback, enabling financial organizations to foster a motivated workforce that improves service delivery.
Why Us?
What Makes TheySaid Different
Building a successful advisory practice isn't getting easier. Client acquisition costs are through the roof, and everyone's competing on fees. That's where our finance survey platform comes in - it helps you squeeze more value out of the clients you already have instead of burning cash chasing new ones.
Here's what most advisors don't realize: by the time a client complains or leaves, it's too late. Market downturns happen. Life changes happen. Your clients are thinking about moving their money way before they tell you. TheySaid spots these red flags early so you can fix problems before losing accounts.
Want to grow your practice? Stop thinking about transactions and start thinking about relationships. Our AI figures out exactly what makes your clients tick - which services they actually want, how they like to communicate, and when life events create opportunities for you to help more. That's how you turn satisfied clients into your best referral sources.
See what our customers had to say.
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"Implementing TheySaid has led to a 5-10% increase in qualified leads from our existing customers in just a few months while reducing churn. The results speak for themselves."
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"Integrating TheySaid has been a game-changer. We've seen a 5-10% decrease in customer churn with an increase in upsell opportunities since its implementation."
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"How did TheySaid AI come up with such great question recommendations? These are questions that our teams really want to know and discussed internally a lot. I am impressed!"
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"TheySaid's AI Surveys help us step up our insight gathering game. Its smarter, and more engaging for customers."
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"Really easy to use and I think this might be one of the best way to engage with your customers! Platform will really boost your customer engagement."
See what our customers had to say.
"Implementing TheySaid has led to a 5-10% increase in qualified leads from our existing customers in just a few months while reducing churn. The results speak for themselves."
"Integrating TheySaid has been a game-changer. We've seen a 5-10% decrease in customer churn with an increase in upsell opportunities since its implementation."
"How did TheySaid AI come up with such great question recommendations? These are questions that our teams really want to know and discussed internally a lot. I am impressed!"
"TheySaid's AI Surveys help us step up our insight gathering game. Its smarter, and more engaging for customers."
"Really easy to use and I think this might be one of the best way to engage with your customers! Platform will really boost your customer engagement."
FAQ’s
How does TheySaid make financial conversations more productive?
Our conversational AI creates comfortable environments for clients to share authentic thoughts about their financial situation, goals, and concerns, leading to more honest feedback than traditional survey methods.
Can TheySaid help financial advisors understand client risk preferences better?
Yes. Our AI analyzes user feedback to identify the most requested features, their business impact, and user urgency, helping product managers make data-driven roadmap decisions.
How quickly can financial services teams start using TheySaid?
Most financial services teams begin collecting client feedback within days. Our platform is designed for quick setup without requiring extensive technical implementation or training.
What types of client feedback can TheySaid collect for financial services?
Investment satisfaction, service quality, financial planning effectiveness, communication preferences, and any other client relationship topics through natural AI conversations.
How does TheySaid help financial advisors grow their practice?
Our platform helps identify cross-selling opportunities, understand client satisfaction drivers, and gather insights that strengthen advisor-client relationships, leading to referrals and increased assets under management.
Explore Insights & Ideas
Discover expert insights, company news, and practical tips to help you turn feedback into action.
TheySaid recommends questions, delivers via your existing channels, engages your audience, and summarizes results through AI surveys and interviews.
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