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RCS-Surveys
Flow · Wealth & Investing

How was our meeting, {{first_name}}?

A complete Wealth & Investing survey, advisor, review-meeting & loyalty surveys.

A complete multi-step RCS survey

This flow shows the full survey a wealth & investing customer would see: a verified business sender, a rich card, tappable answer options, and the follow-up questions that adapt to each response. Every survey message is fully customizable.

How RCS surveys work for Wealth & Investing
All flows
9:41
Northpoint Wealth
Business · RCS
Today
Hi {{first_name}} 👋 Northpoint Wealth has one quick question for you, take a look:
Your review
How was our meeting, {{first_name}}?

Thanks for reviewing your portfolio with us. One tap tells us how it went.

Add a commentTalk to us
Very helpful
Glad to hear it 📈 What do you value most in working with your advisor?
Most valuable
The guidance

Clear advice I can act on.

Most valuable
The communication

Responsive and easy to reach.

Most valuable
The results

Confidence in my plan.

The guidance
Noted ✅ Thank you for the feedback, {{first_name}}. We'll keep your plan on track.
RCS message