Listen to our recording to learn more about how to appropriately respond to your friends and foes online.

The Four Steps to Better Customer Service

Just getting started with online reviews? Want to claim all your profiles so you can get notified when a new review comes in? We help financial brands manage their branch information and reviews through our Digital Listings Management and Digital Reviews Monitoring tools.

Planning helps you stay ahead of what’s inevitable: Your customers are talking to your brand. It also helps you align your team and ensure all team members are on the same page.

1. Identify Staff

2. Set Preapproved Responses

3. Know Next Steps

Good Comments:

  • An opportunity to build a stronger connection
  • Be timely, thankful, and positive


Bad Comments:

  • An opportunity to turn a bad experience into a good one
  • Take responsibility, acknowledge, and offer a solution


Ugly Comments:

  • Alert your team and verify information
  • Know when to take the conversation offline

Assess how your team is prepared and if they need more training.

Sit down to discuss:

What did you accomplish? Take a look at your goals.

How are you doing? Take a look at reporting.

How could you be doing better? Take a look at your competition.

Learn More

Looking for solutions to improve your capability to monitor and respond to comments online? We have answers. Let’s chat!

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