Two exciting new features are now live on the RelationshipOS platform, bringing branch surveys and AI analytics to banks and credit unions. Surveys tells you how visitors feel after every appointment and lobby visit. Pulse brings your branch, staff and service performance into one clear view you can explore simply by asking.
New features, now available on the RelationshipOS platform.
Understand how visitors really feel about their appointments and branch visits, and see where your team can follow up, improve experiences and build stronger relationships.
Understand lobby and appointment experiences across every channel. Surveys automatically collects feedback from visitors following their interactions, helping your team uncover valuable insights without adding to your staff’s workload.
Surveys go out automatically after completed appointments and lobby visits. No lists to pull, no campaigns to plan.
Visitors hear from you by text or email, timed to their visit, with quiet hours that respect their time.
Go beyond satisfaction ratings. Capture visitor feedback and identify potential missed revenue opportunities through Revenue Signal questions, all within the same survey.
Branded with your institution’s name and logo, each survey offers visitors a personalized experience that’s quick and easy to complete.
Not every response needs the same attention. Surveys brings forward the feedback your team shouldn’t miss, so leaders know where a follow-up conversation may matter most.
Responses that fall below the rating threshold you set are flagged automatically and gathered in one place for review.
Mark a key question as a Revenue Signal, such as “Did you finalize your auto loan today?” Track both “Yes” and “No” responses to see which opportunities closed and where a follow-up conversation may be needed.
Written comments are checked against a compliance keyword list your institution manages, surfacing potentially sensitive feedback for review.
Each response can be viewed with its full visit context, including visitor, branch, staff member, service and answers, so your team knows exactly where to start.
Surveys turns every response into a clear view of how the people you serve feel, from individual visits to your entire branch network, so your teams can deliver a consistently great experience however they choose to visit.
Track completion rate, average rating and flagged feedback over time.
Compare negative Revenue Signals by service, for appointments and lobby visits.
Filter by branch, survey type and date. Leaders see the locations they oversee.
RelationshipOS Pulse brings branch, staff and service performance into one clear view, and lets you explore it simply by asking.
Dashboard brings your branches, staff, and products and services together in one view, so leaders can quickly see how operations are performing and where to look closer.
Wait time against target, visitors who left without assistance, appointment outcomes, cross-sell and peak hours.
Assists and items handled, and who is delivering the most, filtered by group or individual.
What’s being delivered, where it’s delivered, and how long those assists take.
Total activity · Appointments completed · No-shows · Walk-ins completed · Left without assist · Average wait · Average assist time · Cross-sell
Pulse lets you explore your operations by asking questions in plain language, and answers with a clear summary and the visuals to back it up. No report building required.
Ask a follow-up in the same conversation to change the time period or reorder the results.
Download charts as an image or PowerPoint slide, export tables to CSV, or pin charts, KPIs and tables to a board.
Pulse explores your RelationshipOS lobby, appointment, staff, and product and service data for the branches you oversee.
My Boards keeps the analytics you rely on most in one place, organized your way.
Pin Pulse answers and add scorecard widgets to boards you name and arrange.
Return to your boards anytime, and turn on automatic refresh when you need it.
Share boards with colleagues and export them to PDF for meetings.
We’re continuing to expand Pulse. Coming soon to Dashboard:
Surveys and Pulse are new features available now on the RelationshipOS platform. Book a demo to see them in action, ask about joining the Pulse beta, or talk through pricing for your institution.
If you’d like to walk through the platform with our team, or simply ask the questions you have before any sales conversation, we’re happy to help.
