Financial Client Satisfaction Index
User Manual

    The following topics will help you implement the FCSI  program in your organization.

    Please read them carefully and contact us if you have questions.

    Also, we suggest you print a copy of the Beginners' Checklist  and keep it nearby as a reference guide.

    For best results, review the following topics in the order they appear.
     

    1. How it Works
    2. Conducting the Survey
    3. The Questionnaire
    4. Choosing and Deploying Your Questionnaire
    5. On-Line Questionnaire
    6. Promoting Your On-Line Questionnaire
    7. Processing the Surveys
    8. Sample Reports
    9. Sign Up
    10. Subscriber Access