Personal Client Experience

Answer:

Transactional surveys are sent to clients after they visit a branch, Drive Thru teller lane, call the Client Contact Center, or open a new consumer, commercial, or Treasury account. The surveys gauge the client’s satisfaction and loyalty at different points in their unique client journey.

Relationship surveys differ from transaction-based surveys in that they are not triggered from a single event, such as visiting our teller lines, but rather are issued annually each fall and ask clients to consider their overall experience and satisfaction.