Multi-asset investment specialist Saxo Bank has recently concluded a survey of its partners and has published some key findings.

The survey reveals a high level of general satisfaction with Saxo’s product range and technology. Additionally, effective day-to-day collaboration between Saxo’s partners and both relationship managers and account managers also continue to add value and foster trust with Saxo as a provider.

Scores for overall satisfaction and willingness to recommend are 8.0 or above on a 0-10 scale. However, one area requiring further maturation and consistency is Saxo’s service setup, particularly in responding effectively and promptly to service queries and executing case requests.

Consequently, 2025 will see increased focus and concrete improvements in this area. Specifically, Saxo will enhance its institutional operations setup to: Sharpen communication and manage expectations more effectively to avoid unnecessary back-and-forths between its frontline staff and its partners and clients. Further improve self-service functionality in SPC to enhance timeliness. Integrate survey feedback from closed cases more deeply to guidec ommunication and process improvement efforts within Institutional Operations teams.

Saxo stated:

”We thank everyone who contributed to the partner survey with their feedback.Your input is highly valued, and we hope you will continue to provide feedback in upcoming surveys—both in the follow-up partner survey planned for September and in the feedback surveys prompted in SPC after closed cases.We will keep you updated on implemented improvement initiatives”.