Sterling Trust - SPACE -Grp 4 older ADR

Thank you for taking the next few minutes to complete this survey.
I am looking forward to receiving your feedback.

Name

Importance

Satisfaction

Not Important

Very Important

Not Satisfied

Very Satisfied

1

2

3

4

5

NA

1

2

3

4

5

NA

Sterling Trust employees are effective and able to solve my problems/issues

My customers’ transactions are completed on time

My customers’ statements are accurate

Customer on-boarding is effective

Service follow-up meets my needs

I receive consistent answers to my questions

My customers are happy with Sterling Trust

Website is user friendly

Website facilitates the servicing of my customers

Sterling Trust forms are easy to complete

Overall Cost/Value of Services Provided

Are there any unaddressed needs that we should focus on?

Yes

No

If you answered "yes" above, please tell us specifically, in what ways can we address your needs?

If you were asked by a colleague to refer a company in our industry, how likely would you be to refer Sterling Trust?

Why would you refer - or not refer Sterling Trust?

I don't refer professional services to colleagues.

I don't have enough experience with Sterling Trust to refer them.

I have already referred Sterling Trust

Other