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Published byLenard Clarke Modified over 9 years ago
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Customer Satisfaction Survey and Client Exit Monitoring Survey
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Customer Satisfaction Survey PURPOSE To help determine if clients are still happy with the products and services of PBC To address the emerging needs of the clients To enhance or improve the different products offered To improve the delivery of services
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THE CUSTOMER SATISFACTION SURVEY TOOL FRIEND staff conducts the Customer Satisfaction Survey (CSS) Conducted every 6 months Requires atleast 30 randomly chosen clients from the branch are interviewed Results are presented to the branches, board during meetings and during annual general meeting with the clients PBC aims to achieve a result of 80% very satisfied clients
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Sample feedback from Clients On Staff – Approachable – Moody On PBC Services – Fast processing of loans – Service fee is high Suggestion for Staff – Longer periods in between reshuffling of Development Officers Suggestion for PBC – To develop an individual loan in their microfinance program
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Client Exit Monitoring Survey PURPOSE To improve the client retention performance of PBC
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THE CLIENT EXIT MONITORING SURVEY TOOL FRIEND staff conducts the Client Exit Monitoring Survey FRIEND staff randomly chooses clients who left the institution Results are presented to the branches, board during meetings and during annual general meeting with the clients
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Costs Initial cost: training of FRIEND Staff Travel or transportation costs Printing of materials
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Challenges Staff buy-in Client Exit: Tracing or locating of clients who left PBC
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MARAMING SALAMAT
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