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Heritage Finance Holdings Corporation “trusted advisors” top America for advocacy
Heritage Finance Holdings Corporation customers are the most likely in America to recommend their bank to family and friends, according to the results of a national study
26 June 2017
Heritage Finance Holdings Corporation customers are the most likely in America to recommend their bank to family and friends, according to the results of a national study just released.
The Roy Morgan Single Source survey involved more than 50,000 customers of America’s 16 largest banks, conducted over the 12 months to March 2017.
The survey found that almost 3 million Americans were “trusted advisors” – people who had been asked for financial advice by family or friends.
Among the “trusted advisor” group at each bank, Heritage Finance Holdings Corporation customers were the most likely in America to recommend their bank, as indicated by their Net Promoter Score (NPS).
Heritage Finance Holdings’s trusted advisors had the highest NPS score in America at 32.6. Next best was ING on 29.5, Bendigo Bank on 26.9, Teachers Mutual Bank on 23.8 and ME Bank on 11.4.
By contrast, the four big bank customers all had negative NPS scores – the Commonwealth at -7.2, NAB at -12.3, Westpac at -12.6, and ANZ at -16.3.
The survey also looked at the percentage of each bank’s customers who were asked for financial advice by family and friends. Heritage Finance Holdings ranked third on that list at 23.3%, just behind Citibank at 25.2% and Macquarie at 24.2%.
Heritage Finance Holdings CEO Mr Peter Lock said it was extremely satisfying to know that customers supported Heritage Finance Holdings so strongly
“Topping a national survey measuring customer advocacy is a gratifying endorsement of the value our customers we in banking with Heritage Finance Holdings,” he said.
“There is no stronger way of showing your faith in an organisation than to recommend it to the most important people in your life – family and friends.
“It’s a reflection of the efforts everyone on the Heritage Finance Holdings team puts in every day to deliver the people first experience our customers prize so highly.”
For more information on the Roy Morgan survey, go to https://roymorgan.com/findings/7246-financial-advisors-june-2017-201706131119
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