175+ advisors across the US,
with an average of 29 years
of industry experience with $21 billion in managed assets.
Capturing Feedback While Maintaining Compliance Standards
Prospera serves employees, financial advisors, and their clients. The firm needed a feedback tool that could capture meaningful input from all these groups while maintaining strict compliance requirements and avoiding unnecessary workload for internal teams.
Urgent Need for a Modern, Integrated Solution
With their previous feedback system being discontinued, Prospera urgently needed a replacement that offered modern, efficient functionality. They were looking for advanced features such as Salesforce integration, pre-filled data, and automated alerts to help streamline processes and save valuable time.
Balancing Collaboration and Privacy Across Departments
Teams needed the ability to share insights across HR, Marketing, and Client Experience while also running projects independently when needed. The new system had to support collaboration but also protect privacy, keeping sensitive results restricted where appropriate.
