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
Utilize customer journey dashboards to improve user experience
Pinpoint the main causes of conversion drops
Recognize obstacles that hinder sign-ups or product additions
Empower development teams to quickly identify and address bugs
Examine why customers are leaving and track trends over time
Utilize segment and cohort analysis to uncover specific churn reasons based on acquisition channels, product types, and customer segments
Compare customer groups to spot upselling opportunities
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
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.
Equip product teams with the insights they need to launch the most crucial features first.
Recognize the product's true differentiators for a competitive edge
Identify and rank the most requested product features
Organize feedback by theme to provide product managers with the data they need
Pinpoint friction areas that require improvement
Trusted by the next generation
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
Gmail
Front
Gong
Keap
Salesforce
Salesloft
Pipedrive
GSheet
Trello
Typeform
Trustpilot
Snowflake
Amazon S3
Zoho CRM
Close CRM
Freshsales
Can't see an integration you work with?
Request an integrationSecurity grade
Thought and designed to have enterprise-level security
Data Security - encrypted data at rest and in transit for all of our customers
Cloud Security - no user data leaves our AWS virtual private cloud
Extract value from user feedback
Unify and categorize all feedback automatically.
Prioritize better and build what matters.
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