New Client Experience Survey

WordCom has been working with financial institutions for over 39 years. Our company culture is to strive for continuous improvement, so your feedback is very important to us. We appreciate Unify Financial Credit Union agreeing to complete this survey so that we can improve our service by applying these learnings to future projects.

Please rate the following on a scale of 1 to 5
(1 being the lowest score / 5 being the highest score)


Project timeline was clearly communicated by WordCom and understood by Unify.

Project schedule appropriately defined all tasks to be completed by Unify.

Were there any tasks required of Unify that were not included in the schedule that would have been beneficial if they were?

Were there any aspects of the schedule that could be improved upon in terms of time allotted to complete tasks assigned to Unify?

Questions were answered completely and in a timely manner by WordCom.

WordCom kept the project on-track throughout the process.

Unify and WordCom worked well together as a team.

Were there any aspects of communication from WordCom that could be improved?

Are there any suggestions for improving the partnership process going forward?


All file uploads/downloads were completed without issues.

File content review process provided clear direction on data fields required and how they would be used.

Please rate WordCom’s attention to detail for the attrition analysis report and data append project.


Were your expectations met?

Are there any recommendations for changes that should be incorporated for the next data analysis project?


In the box below, please provide a few comments about your overall experience in working with WordCom on this project. Please include aspects of the project you think went really well, along with areas of you think need improvement for WordCom. We value your input and appreciate your business. Thanks again for choosing WordCom for this important project.