Client Satisfaction
As a Client-focused organization we are committed to becoming an extension of your brand. Our award-winning Client Care Team is devoted to providing unparalleled service and support, ensuring we are delivering on our commitment to achieving our Clients’ goals.
Your Satisfaction is Our Top Priority.
Our Client Engagement Teams bring our Mission, Vision and Values to life, which is our ultimate measure of success, for both our Clients and their Consumers. In our annual Client Report Card (satisfaction survey), 98% of our clients rate our overall performance above average or excellent. Our Client Care Services include:
- Quality First Monitoring
- Client Call & Email Management
- Remittance Support
- Monthly Reporting
- Account Balance Adjustment
- Recovery Performance Management
- Complimentary Industry Training
- Secure Client Web Portal
Complimentary E-Book
Great Customer Service Doesn’t Happen by Accident
There are actions credit unions can take to dramatically improve their customer services experience without compromising compliance and security. We’ve outlined the 5 steps you can take today to elevate your member experience and drive your credit union to new levels of success.
Download our complimentary E-Book today: “Great Customer Service Doesn’t Happen by Accident”
Communication
ConServe prioritizes open and ongoing communication with our Clients. We proactively monitor our relationships to confirm we are providing exceptional service to our Clients and their consumers.
Service
Commitment to service is at the very core of our Corporate Mission Statement. ConServe is intensely aware of the requirements necessary to achieve continuous Client satisfaction and we remain dedicated to delivering nothing less than exceptional customer service.
Reporting
ConServe is a results-oriented agency. We understand our Clients need access to accurate and real-time information. Our goal is to deliver valuable and insightful information to our Clients, each and every day.
Performance
ConServe is committed to providing our Clients with exceptional service. Our Client Report Card is a proven method for us to measure our current performance and continue to make improvements based on our Client’s needs.
What Our Clients Are Saying
Client Satisfaction
We conduct an annual online Client Report Card (satisfaction survey) that focuses on four key areas: Communication, Service, Reporting and Overall Performance.
Customer Excellence Award Winner
ConServe was selected by the Greater Rochester Quality Council (GRQC), a Rochester Business Alliance affiliate, as a Gold Award winner in the Customer Excellence Category.
CPE Sponsors
ConServe has renewed their registration with the National Association of State Boards of Accountancy (NASBA) and will continue to award sponsored Continuing Professional Education (CPE) credits through its ConServe UniversityⓇⓇ quarterly Seminars and Webinar Series.
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ConServe’s Client Care Team is committed to a 24-hour response timeframe.
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For Clients who request a dedicated Customer Service Representative (CSR), we are able to offer that level of personal support. However, our team structure will still be in place, allowing us to provide full coverage and back up as necessary to ensure you always receive the service and support you need, regardless of a single individuals availability.
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ConServe maintains our Client relationships through quarterly meetings and trainings and is available to you daily for any service needs that may arise. In addition to regular meetings, we proactively monitor our relationships with our Clients through the use of online surveys.
