Audience-Based Feedback Categories for Better Website Insights

Description: We previously used Sleekplan on the Mercer WM website to collect visitor feedback about our financial planning resources, service pages, and appointment scheduling experience. It provided a simple way to gather suggestions from users interested in wealth management and retirement planning, helping us identify opportunities to improve the overall website experience. Problem: As the amount of feedback increased, it became difficult to distinguish suggestions from prospective clients, existing clients, and business owners. Organizing feedback by audience type required additional manual effort, making prioritization less efficient. Benefit: Adding customizable audience-specific feedback categories or templates would make it much easier to organize and prioritize requests. This would help financial services websites like Mercer WM review feedback more efficiently, respond to user needs faster, and continuously improve the client experience.