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'Oaken Survey' ... Time to have our say !
July 8, 2026
12:14 pm
Dean
Valhalla Mountains, British Columbia
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.
I just got an email from Oaken, advising that Oaken's customers are being asked by their parent company (Fairstone Bank) to take a short survey (with link provided), about Oaken's products & services.

Any thoughts on the Pros & Cons we should mention ?

    Dean

sf-cool " Live Long, Healthy ... And Prosper! " sf-cool

July 8, 2026
12:24 pm
dougjp
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Dean said
.
I just got an email from Oaken, advising that Oaken's customers are being asked by their parent company (Fairstone Bank) to take a short survey (with link provided), about Oaken's products & services.

Any thoughts on the Peeves we should mention ?
Dean  

Sure thing and it's a big one.....in these days, how can a bank send an unsolicited e-mail and expect anyone to actually click on a link in that e-mail? Instead they should encourage customers to sign in to their account, and tell them where to find the contest entry there. Tangerine did the same thing recently too! Potential danger.

My memory's not as sharp as it used to be. Also, my memory's not as
sharp as it used to be.

July 8, 2026
12:39 pm
Gilker
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Dean to answer...I have lots to say especially on disappearing RRIF funds and the 12 people I spoke to and the 12 DIFFERENT answers. Along with promises to call back and ZIP happens. What bank says you HAVE money but it shows no where on your online account?!?!?!?!

Most surveys are slanted to the issuer and there may be no point.
Some surveys and legit and lead to improvements.
Some companies have an agenda of revisions and an upcoming survey is only a big smoke screen and asking for input and then make "their" changes and tell us all it was due to customer survey input.

Dougjp to answer. Excellent point. Many FI's and Credit Cards still send emails with a link in it. I never use them.....I use from MY Bookmarks as I feel that is a safer thing to do.

So why bother doing it?

July 8, 2026
12:41 pm
Dean
Valhalla Mountains, British Columbia
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dougjp said

Sure thing and it's a big one.....in these days, how can a bank send an unsolicited e-mail and expect anyone to actually click on a link in that e-mail? Instead they should encourage customers to sign in to their account, and tell them where to find the contest entry there. Tangerine did the same thing recently too! Potential danger.  

Yup ⬆️ ... point well taken

Unfortunately, links in an email to a survey is a very common practice ... almost an industry standard. sf-confused

    Dean

sf-cool " Live Long, Healthy ... And Prosper! " sf-cool

July 8, 2026
8:46 pm
maGIC
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I took the gamble and clicked the link. I answered the first 2 questions…
1. Gender
2. Age … check boxes…65+
Then a thank you for taking the survey you are finished.
It suggested it would take about 10 minutes.
I was done in about 10 seconds.
Has anyone else taken the survey?
Maybe looking for younger clients with borrowing needs or a software glitch.

maGIC

July 9, 2026
7:54 am
Dean
Valhalla Mountains, British Columbia
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.
Interesting ⬆️, maGIC !

They're clearly looking for a younger age group to survey.

It's a Miracle ... All of a sudden, I'm 25 again

Let's see what happens sf-smile

    Dean

sf-cool " Live Long, Healthy ... And Prosper! " sf-cool

July 9, 2026
8:31 am
Gilker
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I tried too. Got farther, then seemed to jump a few questions, then was asking about a previous question that I did not see.

I say it’s glitched too. I deleted the email and link. Wife may have received too……but she will delete it.

July 9, 2026
1:20 pm
cgouimet
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maGIC said
I took the gamble and clicked the link. I answered the first 2 questions…
1. Gender
2. Age … check boxes…65+
Then a thank you for taking the survey you are finished.
It suggested it would take about 10 minutes.
I was done in about 10 seconds.
Has anyone else taken the survey?
Maybe looking for younger clients with borrowing needs or a software glitch.

maGIC  

I did the whole survey. 65+ Male must have been OK. It was looking like a survey looking for receptivity to a Fairstone branding emphasis at Home Bank/Trust and Oaken ...

CGO
July 9, 2026
2:03 pm
dougjp
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cgouimet said

I did the whole survey. 65+ Male must have been OK. It was looking like a survey looking for receptivity to a Fairstone branding emphasis at Home Bank/Trust and Oaken ...  

Sounds like the same survey they did last July. Maybe somebody put it in a dairy to automatically renew and send!

My memory's not as sharp as it used to be. Also, my memory's not as
sharp as it used to be.

July 10, 2026
1:45 pm
Dean
Valhalla Mountains, British Columbia
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cgouimet said

I did the whole survey. 65+ Male must have been OK. It was looking like a survey looking for receptivity to a Fairstone branding emphasis at Home Bank/Trust and Oaken ...  

    Ditto ⬆️

And no real opportunity to delve into the pros & cons at Oaken. sf-confused

    Dean

sf-cool " Live Long, Healthy ... And Prosper! " sf-cool

July 10, 2026
2:08 pm
cgouimet
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Dean said

Ditto ⬆️

And no real opportunity to delve into the pros & cons at Oaken.
Dean  

Correct...

CGO
July 12, 2026
4:28 am
dougjp
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Finally gave in and did the survey, as I did a year ago.

On the positive side, at least they are attempting to get customer input into branding changes. Most banks just do what they decide and then make up 'corporate speak marketing' announcements to say how wonderful they are.

My memory's not as sharp as it used to be. Also, my memory's not as
sharp as it used to be.

July 17, 2026
7:27 am
cgouimet
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A second one just landed in my email. Similar overall but focusing on the acquisition of Laurentian Bank and using the Laurentian Bank brand as the Oaken/Home parent ...

CGO
July 18, 2026
2:53 am
RetirEd
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I wouldn't like that rebranding. But they haven't asked me.

RetirEd

July 18, 2026
5:32 am
dougjp
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Yes that was the survey I got and tried to respond saying they were going entirely the wrong way. Its already too confusing for the general public they are trying to attract, ie; Oaken Financial, Home Bank, Fairstone Bank, Home Trust. It just makes them appear smaller, not known and 'weaker'.

Branding success almost always is about narrowing the focus on one thing only, not the opposite. Examples are many. If you deal at CIBC you might also be with CIBC Investors Edge, CIBC Wood Gundy, CIBC Capital Markets. If you deal at Bank of Montreal, you can be dealing with BMO, BMO InvestorLine, BMO Nesbitt Burns and so on.

My memory's not as sharp as it used to be. Also, my memory's not as
sharp as it used to be.

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