Improve your business performance

Our superior data and insights drive smarter decisions - improving service, maximising efficiency, and elevating customer satisfaction.

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The problems you face

As financial services specialists, we understand that standing still in a fast-changing market puts companies at risk:

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Acquisition challenges

Without the right insights, reaching and converting new customers becomes increasingly difficult.

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Operational inefficiencies

A lack of clarity and wasted resources dampens profits and slows growth.

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Losing customers

Failing to meet expectations risks losing them and missing out on valuable revenue.

How Smart Money People can improve your business performance.

Six-monthly analysis of mortgage lenders, compiled from broker feedback.

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Expert insights

Our knowledgeable team delivers actionable insights from customer reviews and surveys, identifying areas of improvement and helping you make data-driven decisions that directly impact your business growth.

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Targeted data collection

Our customisable surveys help to fill gaps in your existing data, gather valuable customer feedback, and gain deeper insights into your customers' needs, empowering you to take informed action in-depth analysis of UK-specific lenders.

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Industry benchmarking

Seamlessly compare your performance across sectors, peers, and the industry to understand your position and identify areas for improvement.

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Comprehensive reporting

With monthly reports, an always-on dashboard, and data that can easily be added to your own MI and board reporting, you'll stay on top of trends and performance, ensuring ongoing improvements that drive better results.

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Discover what matters to your customers

Unlock deep insights
Access a comprehensive dataset with up to 15 data points per review for a deeper view of your service and operations.

Spot strengths and challenges
Identify where your business excels and where customers face issues, from service quality to fairness and value.

Evidence Consumer Duty outcomes
Meet FCA requirements with impartial review data, backed by a range of key metrics, freeing you to focus on other business goals.

Drive meaningful change
Identify any issues early and continuously improve the customer experience.

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Your business and analytics dashboard

See where you stand
Benchmark your performance with your insights dashboard, comparing satisfaction scores across your industry.

Uncover NPS drivers
Identify what delights customers and what holds you back with deep Net Promoter Score (NPS) insights.

Turn insights into action
Analyse key review themes to enhance customer experience and strengthen your brand.

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Expert guidance from our team

Our highly experienced team of data specialists will help you to get the most out of your reviews. With robust data models and sentiment and theme analysis, they can deliver bespoke reports and tailored recommendations that highlight key trends, opportunities for improvement, and actionable insights.

“The reporting provided is really valuable. It’s embedded in our MI and used to improve our services and spot trends where we can improve.”

Emma Gentry, Marketing and Communications Manager, Newbury Building Society

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Get started

To find out how you can start improving your business performance, or if you’ve any questions, complete the form below. We’ll be in touch within one business day.

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More of what we offer

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Meet your board reporting needs

Use our financial services-focused data to confidently demonstrate that you’re meeting your customers’ expectations, leaving you to focus on growing your business.

Learn more about our reporting
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Analytics dashboard

Our advanced analytics dashboard lets you easily analyse reviews and uncover key insights, putting the power of data in your hands.

Explore our dashboard's capabilities

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