Zefi for the Finance Industry

Develop your financial product by leveraging customer feedback

Retaining loyal customers is just as important as acquiring new ones for profitability.
Focus on addressing customer concerns to accelerate growth.

Conversions

Maximize conversions

Is your website or app converting enough for your objectives? Examine web and app surveys, along with customer support interactions, to boost user engagement and improve conversion rates
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Utilize customer journey dashboards to improve user experience
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Pinpoint the main causes of conversion drops
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Recognize obstacles that hinder sign-ups or product additions
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Empower development teams to quickly identify and address bugs
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Examine why customers are leaving and track trends over time
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Utilize segment and cohort analysis to uncover specific churn reasons based on acquisition channels, product types, and customer segments
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Compare customer groups to spot upselling opportunities
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Share dashboards to ensure churn insights reach the relevant teams
Churn

Prevent customer churn

Facing intense competition?
Identify, quantify, and prioritize the reasons behind churn, then address them effectively
Customer Experience

Enhance product experience

Having trouble deciding on product roadmap priorities? Create the products your customers want.
Equip product teams with the insights they need to launch the most crucial features first.
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Recognize the product's true differentiators for a competitive edge
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Identify and rank the most requested product features
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Organize feedback by theme to provide product managers with the data they need
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Pinpoint friction areas that require improvement
Trusted by the next generation
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1

Create a unified single source of truth with the voice of your customers

2

Inform product decisions to prioritize confidently what really matters

3

Drive customer love, reduce churn and increase business outcomes

All your data in one place

Effortless onboarding in no time

Zefi integrates with all the tools used by your teams in seconds

Hubspot
Slack
Notion
Zendesk
Intercom
Google Play Store
Apple Store
Zendesk Sell
Freshdesk
Github
Google Chrome
Gmail
Front
Discord
Gong
Keap
Salesforce
Salesloft
Pipedrive
Twitter
Airtable
GSheet
Trello
Facebook
Linkedin
Reddit
Qualtrics
Typeform
Trustpilot
G2
Kustomer
Delighted
Survey Monkey
Snowflake
Amazon S3
Zoho CRM
Close CRM
Freshsales
Hubspot
Slack
Notion
Zendesk
Intercom
Google Play Store
Apple Store
Zendesk Sell
Freshdesk
Github
Google Chrome
Gmail
Front
Discord
Gong
Keap
Salesforce
Salesloft
Pipedrive
Twitter
Airtable
GSheet
Trello
Facebook
Linkedin
Reddit
Qualtrics
Typeform
Trustpilot
G2
Kustomer
Delighted
Survey Monkey
Snowflake
Amazon S3
Zoho CRM
Close CRM
Freshsales
Hubspot

Hubspot

Slack

Slack

Notion

Notion

Zendesk

Zendesk

Intercom

Intercom

Google Play Store

Google Play Store

Apple Store

Apple Store

Zendesk Sell

Zendesk Sell

Freshdesk

Freshdesk

Gmail

Gmail

Front

Front

Gong

Gong

Keap

Keap

Salesforce

Salesforce

Salesloft

Salesloft

Pipedrive

Pipedrive

Twitter

Twitter

GSheet

GSheet

Trello

Trello

Linkedin

Linkedin

Typeform

Typeform

Trustpilot

Trustpilot

Snowflake

Snowflake

Amazon S3

Amazon S3

Zoho CRM

Zoho CRM

Close CRM

Close CRM

Freshsales

Freshsales

Hubspot
Slack
Notion
Zendesk
Intercom
Google Play Store
Apple Store
Zendesk Sell
Freshdesk
Gmail
Front
Gong
Keap
Salesforce
Salesloft
Pipedrive
Twitter
GSheet
Trello
Linkedin
Typeform
Trustpilot
Snowflake
Amazon S3
Zoho CRM
Close CRM
Freshsales
Hubspot
Slack
Notion
Zendesk
Intercom
Google Play Store
Apple Store
Zendesk Sell
Freshdesk
Github
Google Chrome
Gmail
Front
Discord
Gong
Keap
Salesforce
Salesloft
Pipedrive
Twitter
Airtable
GSheet
Trello
Facebook
Linkedin
Reddit
Qualtrics
Typeform
Trustpilot
G2
Kustomer
Delighted
Survey Monkey
Snowflake
Amazon S3
Zoho CRM
Close CRM
Freshsales
Hubspot
Slack
Notion
Zendesk
Intercom
Google Play Store
Apple Store
Zendesk Sell
Freshdesk
Github
Google Chrome
Gmail
Front
Discord
Gong
Keap
Salesforce
Salesloft
Pipedrive
Twitter
Airtable
GSheet
Trello
Facebook
Linkedin
Reddit
Qualtrics
Typeform
Trustpilot
G2
Kustomer
Delighted
Survey Monkey
Snowflake
Amazon S3
Zoho CRM
Close CRM
Freshsales
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Security grade

Thought and designed to have enterprise-level security

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Data Security - encrypted data at rest and in transit for all of our customers
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Cloud Security - no user data leaves our AWS virtual private cloud
Get started
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ISO 27001

Requirements for handling personal data as defined by the General Data Protection Regulation (GDPR) laws
Ongoing
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SOC2

SOC II Type II, area-specified privacy requirements, and custom SLAs
Ongoing
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SSO

User authentication with single sign-on
Ongoing

Extract value from user feedback

Unify and categorize all feedback automatically.
Prioritize better and build what matters.

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