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BMO Financial Solutions Client Survey 2011

4.Client Survey 2014

We would appreciate if you could take a few minutes to complete this survey to ensure that we deliver the best possible service and advice. Please select your level of satisfaction against each aspect of your experience with us. Please add any comments below each section.
1.Please rate the following aspects of your experience with us.
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Your adviser understands your personal financial situation
The strategies recommended are relevant to your situation
The strategies recommended were explained using simple, understandable language
Your adviser keeps you informed of and involved with any strategy changes
Your adviser addresses all of your financial and lifestyle needs
Your adviser demonstrates specialist knowledge and expertise
Cost of our advice and services
2.SERVICE

Please indicate your level of satisfaction with our services; 5 being extremely satisfied and 1 being extremely dissatisfied.
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Timeliness
Frequency of contact
Responsiveness following meetings/queries
The quality of general communication and updates
3.RELATIONSHIP

Please indicate your level of satisfaction with your adviser and the broader BMO Financial Solutions team; 5 being extremely satisfied and 1 being extremely dissatisfied.
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Your personal relationship with your adviser
Your personal relationship with the BMO Financial Solutions team
Your adviser makes you feel secure in the financial decisions you make
Is considerate
Is trustworthy
Is attentive
4.PROFESSIONALISM

Please indicate your level of satisfaction with our professionalism; 5 being extremely satisfied and 1 being extremely dissatisfied.
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Business operations
Premises and furnishings
Image
Location
5.The following questions will help us understand what you value most and how we can continue to improve our service to you.

If you were at a BBQ and a friend asks you about our practice, how would you describe our service, values and what we do?
6.What do you value most from our practice?
7.What would you like to see from our practice over the next twelve months?
8.As we move towards more paperless systems, we find your email address very valuable for notifications, updates and newsletters. As such, would you please provide your preferred email address.