Testimonial Collection Built for Financial Advisors
Turn investment wins into trust. Our platform helps financial advisors gather testimonials that highlight client goals achieved and relationship success stories.
Why Financial Advisors Struggle with Testimonials (and How We Help)
We understand the unique challenges you face. Here's how we solve them.
Common Pain Points
Clients are highly protective of personal financial details
It's difficult to quantify or convey financial successes in simple testimonials
Regulatory and compliance rules complicate testimonial collection
Different client goals make it hard to showcase relevant stories for each audience
Our Solutions
Customers approve the final testimonial, keeping sensitive data confidential
Track and highlight measurable outcomes (returns, savings) as part of the collection process
Built-in compliance guidelines ensure testimonials follow industry rules
Organize testimonials by financial goal or service for targeted marketing
Built for Financial Advisors: What You'll Love
Testimonial Forms
Create custom forms to gather feedback that converts into powerful social proof.
"Our response rate tripled after switching to these forms."
Record Customer Video
Capture authentic video testimonials directly in the browser, no downloads required.
"Seeing a face changed how people trusted our product instantly."
Social Proof Import
Import existing testimonials from Google, Twitter/X, LinkedIn and more.
"In 5 minutes, I had 40 tweets imported and live."
Embed Widgets
Display testimonials on your website with responsive, customizable widgets that boost conversion.
"It blends perfectly with our site—and loads in under 1s."
Tagging & Filtering
Categorize testimonials to display the most relevant social proof to each audience.
"Now our testimonials speak directly to each use case."
Trusted by Founders, Creators & Agencies
Seamless Integrations, No Extra Work
Pull in testimonials from all your favorite platforms and centralize them in one beautiful showcase.
"All your proof, in one place."
Frequently Asked Questions for Financial Advisors
Everything you need to know about our testimonial solution
More Financial Services Solutions
Discover other testimonial collection solutions designed specifically for financial services businesses.
Insurance Agencies
Increase your policy sales by showcasing authentic customer experiences and claims success stories.
Insurance Brokers
Build credibility and differentiate your brokerage with authentic client endorsements highlighting your service.
Banks
Showcase how your banking services make a difference with client success stories and social proof.
Credit Unions
Highlight your community-driven values with real member testimonials that build trust and attract new members.
Mortgage Brokers
Showcase successful homebuying stories and financing wins to build trust with future clients.
Ready to try a better testimonial solution?
Start collecting powerful customer testimonials that convert visitors into customers.
Why customers love us:
- One-time payment, no recurring subscriptions
- Lightweight, fast-loading testimonial widgets
- Easy setup and maintenance with no technical skills
- Integrate with your existing tech stack
- Responsive support to help you succeed