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 fast growing companies
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1

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

2

Data drive decisions to prioritize confidently what really matters and predict results with AI

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

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

Freshdesk

Zendesk Sell

Zendesk Sell

Apple Store

Apple Store

Google Play Store

Google Play Store

Jira

Jira

Intercom

Intercom

Zendesk

Zendesk

Notion

Notion

Slack

Slack

Hubspot

Hubspot

KNO Shopify

KNO Shopify

Zoho Desk

Zoho Desk

Tiledesk

Tiledesk

Re:Amaze

Re:Amaze

Discourse

Discourse

Mixpanel

Mixpanel

Customer.io

Customer.io

Pendo

Pendo

Google My Business

Google My Business

Freshsales

Freshsales

Close CRM

Close CRM

Zoho CRM

Zoho CRM

Amazon S3

Amazon S3

Snowflake

Snowflake

Survey Monkey

Survey Monkey

Delighted

Delighted

G2

G2

Trustpilot

Trustpilot

Typeform

Typeform

TikTok

TikTok

Reddit

Reddit

Instagram

Instagram

Linkedin

Linkedin

Facebook

Facebook

Trello

Trello

Clickup

Clickup

Asana

Asana

Twitter

Twitter

Pipedrive

Pipedrive

Salesloft

Salesloft

Salesforce

Salesforce

Keap

Keap

Gong

Gong

Microsoft Teams

Microsoft Teams

Discord

Discord

Front

Front

Gmail

Gmail

Freshdesk
Zendesk Sell
Apple Store
Google Play Store
Jira
Intercom
Zendesk
Notion
Slack
Hubspot
KNO Shopify
Zoho Desk
Tiledesk
Re:Amaze
Discourse
Mixpanel
Customer.io
Pendo
Google My Business
Freshsales
Close CRM
Zoho CRM
Amazon S3
Snowflake
Survey Monkey
Delighted
G2
Trustpilot
Typeform
TikTok
Reddit
Instagram
Linkedin
Facebook
Trello
Clickup
Asana
Twitter
Pipedrive
Salesloft
Salesforce
Keap
Gong
Microsoft Teams
Discord
Front
Gmail
Freshdesk
Zendesk Sell
Apple Store
Google Play Store
Jira
Intercom
Zendesk
Notion
Slack
Hubspot
Discourse
Freshsales
Close CRM
Zoho CRM
Amazon S3
Snowflake
Survey Monkey
Delighted
G2
Trustpilot
Typeform
Qualtrics
TikTok
Reddit
Instagram
Linkedin
Facebook
Trello
Clickup
Asana
Airtable
Twitter
Pipedrive
Salesloft
Salesforce
Keap
Gong
Microsoft Teams
Discord
Front
Gmail
Google Chrome
Github
Freshdesk
Zendesk Sell
Apple Store
Google Play Store
Jira
Intercom
Zendesk
Notion
Slack
Hubspot
Discourse
Freshsales
Close CRM
Zoho CRM
Amazon S3
Snowflake
Survey Monkey
Delighted
G2
Trustpilot
Typeform
Qualtrics
TikTok
Reddit
Instagram
Linkedin
Facebook
Trello
Clickup
Asana
Airtable
Twitter
Pipedrive
Salesloft
Salesforce
Keap
Gong
Microsoft Teams
Discord
Front
Gmail
Google Chrome
Github
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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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