Discover How We Improve the Finance and Accounting Client Experience.

We bring the voice of the client to life


Uncover growth opportunities from your strongest relationships and generate revenue through cross-sell and upsell.


Capture your value-add and ensure the perception of your product and service exceeds your clients expectations.


Make sense of your client-feedback data and communicate this information, in real time, across the organization.

We deliver proven results

At salesEQUITY, we unify businesses around a single mission – bringing the voice of the customer and their experience to life. We offer software that helps you collect, manage and analyze data and metrics throughout your customer’s journey.

80% of Customers Identified Awareness Gaps

65% of Companies Successfully Upsell & Cross-Sell to their Existing Customers

89% of Business are Soon Expected to Compete on Customer Experience

Higher Profit Margins

Our customers see 2x higher profit margins after implementing a customer experience tool.

Greater Retention

Retention rates grow 4x when at-risk customers are identified and issues resolved before they churn.

Increased Share of Wallet

Our customer’s report more growth opportunities and a 3.5x greater share of wallet.

Less Work

Businesses spend 40% less time reacting and course correcting issues within their customer base.

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How salesEQUITY Works

Measure Engagement with Accuracy

Thanks to years of servicing the financial services and accounting industries, coupled with decades of field research, we measure and segment your client-feedback data and put it into the hands of those who need it – your account teams!

Drive Awareness of Issues Impacting Growth

Identify the impact your organization’s strategies, initiatives, and processes have on clients by pinpointing the experiences affecting their perception of you at a granular level.

Ignite Your Voice of the Customer (VoC) Programs

Visibility to open-ended feedback allows you to identify trends, and clients positioned for referral, case studies, testimonials and more.

Check out some of our customers

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