Flow · Wealth & Investing

Wealth & Investing RCS survey flow

A complete Wealth & Investing RCS survey flow for advisor, review-meeting & loyalty surveys, with tap-to-answer buttons and follow-up questions.

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