Industry · Financial Services
Client Experience for Retirement Planning
Understand what builds trust, confidence, and long-term relationships with your retirement planning clients.
The challenge
The Challenge
Retirement planning is deeply personal. Clients trust you with their financial future, but they rarely tell you when that trust is wavering.
Annual reviews and satisfaction surveys miss the moments that matter:
- • Why clients feel uncertain despite solid plans
- • What they wish their advisor understood better
- • Why they're considering a second opinion
- • What would make them recommend you to friends
PrismScope helps you understand the relationship, not just the numbers.
Use cases
Use Cases
Advisor Relationships
Understand what clients value in their advisor interactions
Planning Confidence
Measure and improve client confidence in their financial future
Service Quality
Evaluate responsiveness, communication, and support
Digital Tools
Feedback on retirement calculators, portals, and apps
Education & Resources
Assess value of webinars, guides, and educational content
Life Transitions
Support during retirement, job changes, or major life events
What we'd ask
Example Questions
“Walk me through your experience working with your financial advisor. What do you value most about that relationship?”
“How confident do you feel about your retirement preparedness? What would increase your confidence?”
“Tell me about a time when you had questions about your retirement plan. How were they addressed?”
“What made you choose your current retirement planning provider? Has that expectation been met?”
“If you could change one thing about how you receive retirement planning guidance, what would it be?”
Your move
Build stronger client relationships
Run your first campaign — $249. Try a 3-minute conversation first.