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A unique benefit of the inTouch system is its intrinsic flexibility. Clients may tailor the contents of survey questionnaires and reports to achieve specific measurement goals and objectives. In fact, most of our clients in the financial services industry customize their survey content at some point during the measurement process.

Having provided well over a thousand banking centers with the inTouch system, we have identified the key measurement elements that provide actionable information to banking centers. We have incorporated these elements into a questionnaire and report that offer universal value. The key elements are:

Features

  • A PDA tailored for your bank branches
  • All closed-ended questions
  • Branching logic within the questionnaire
  • 45 to 60-second survey time for the customer

Questionnaire Content

  • Measurement content for tellers and customer
    service representatives with each questionnaire
  • Survey actually selects the team member who
    served the participant
  • Survey interprets customer perception of teller
    behavior according to drivers of customer
    satisfaction
  • Survey determines customer perception of
    teller cross sales
  • Survey interprets customer perception of
    customer service representative's behavior
    according to drivers of customer satisfaction
  • Survey determines customer perception of
    customer service representative cross sales
  • Survey measures overall satisfaction with
    the bankReport Content
  • A teller performance chart
  • A CSR performance chart
  • Analysis by teller, CSR, branch and region
  • Scoring comparison based on averages
  • Answers to individual questions

To see how the inTouch solution works, click here.

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