Customereye

Summit Financial Education

Finance & Insurance • USwww.summitfe.org

Review data last updated .

Based on public reviews and response behavior.

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Overall Score

62/100
−1.6 vs. last month4.75 ★ average rating · 600 reviews

Competitive Performance Rank

Among fully-analyzed Finance & Insurance companies

#125of 373
Top 34% · Upper Half
#1 (best)#373 (worst)
#123Peer
#124Peer
#125This company
#126Peer
#127Peer

Overall Customer Sentiment

Above Average

68% of reviews positive, 30% negative

68%
positive
  • Positive68%
  • Neutral2%
  • Negative30%

Sentiment Balance

Covering October 2024 — 55 reviews, not the company's full review history.

positive
  • Positive
  • Neutral
  • Negative

Takeaway: Positive sentiment accounts for 73% of reviews in this period, with 22% negative and 6% neutral.

Sentiment Trend Over Time

Reviews (Count)

Showing 578 reviews across the months with enough data to chart reliably (min 3/month), most recent: October 2024.

Sentiment has been holding steady over the period shown.

Theme Distribution

Share of theme mentions

Onboarding
27.1%
Customer Support
24.5%
Product Quality
12.3%
Response Speed
10.2%
Communication
8.7%

Most feedback concerns Onboarding.

Churn Signal Score

Rule-based: negative-review share, churn-intent phrases, and sentiment movement over time.

MEDIUM30/100
30/100
signal score
  • Built from a negative-review share of 29.8% across this company's analyzed reviews.
  • The share of negative reviews has held steady over time, so the trend doesn't move the score.

Reviewer Breakdown

Star split and recent-versus-earlier sentiment.

4.8avg rating
5
84.7%
4
9.5%
3
3.0%
2
1.5%
1
1.3%

Based on 600 analyzed reviews. Sentiment is holding steady: 97.2% of reviews in the last three months were positive, compared with 100.0% in the three months before that.

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