Executive Summary
A Houston-based financial services company recently partnered with Revelare Insights to conduct a comprehensive Employee Satisfaction Survey. The goal was to measure engagement, leadership effectiveness, and cultural strengths while identifying opportunities to further enhance employee experience. The results revealed an exceptionally strong company culture, respected leadership, and actionable steps to sustain growth, as well as, highlighting the powerful role employee feedback plays in driving organizational performance.
Why We Conducted This Survey
Across all industries, attracting and retaining top talent is just as critical as acquiring new clients. This financial services company recognized to serve their clients at the highest level, they needed to understand how their employees felt about leadership, culture, and their daily work experience.
They approached us to design and conduct a detailed Employee Satisfaction Survey. The goal was simple. Capture their employees authentic voice, uncover cultural strengths, and pinpoint areas for improvement that would fuel engagement, retention, and long-term success.
Clarity on Employee Experience
The company was growing and wanted to ensure that its internal culture kept pace with its expansion. Leadership sought clear answers to several key questions:
How satisfied and engaged are employees in their day-to-day work?
Do employees feel a strong sense of belonging and recognition?
How is leadership perceived, and are there opportunities to increase impact?
What improvements could strengthen collaboration, retention, and employee well-being?
By answering these questions, the company hoped to proactively address concerns before they became challenges, reinforce cultural strengths, and maintain its competitive edge in the financial services market.
Our Approach & Methodology
Revelare Insights designed a 25-question online survey that blended scaled rating questions, multiple-choice items, and open-ended prompts. The survey was completed by 22 employees between August 4th and August 8th, 2025, ensuring anonymity and encouraging candid responses.
The survey focused on five core dimensions:
Overall Satisfaction & Engagement: Capturing day-to-day employee fulfillment and retention over the next 12 months.
Leadership Effectiveness: Evaluating how approachable, supportive, visionary, and responsive leaders were perceived by the employees.
Team Dynamics & Collaboration: Understanding how well employees worked within and across teams.
Culture & Belonging: Measuring communication, recognition, and the strength of the company’s cultural identity.
Improvement Opportunities: Identifying specific actions that would most positively impact morale and performance.
This structured yet flexible approach allowed us to quantify key metrics while also collecting rich feedback that brought employee perspectives to life.
Key Results & Insights
High Satisfaction and Engagement
Satisfaction scored an impressive 9.1 out of 10.
Retention outlook was exceptionally strong, with 95% of employees rating a 10/10 likelihood to stay in the next year.
Daily engagement averaged 8.7 out of 10, showing that employees find their work meaningful and stimulating.