Why Pinnacle Surveys You and How to Know It’s Safe

We should all be cautious with emails. Phishing scams are more convincing than ever and often pretend to come from trusted companies.

Client experience surveys from Pinnacle and other companies are a common type of email you may see in your inbox. Your feedback shapes how we do business and guides improvements to deliver a better client experience. To help you click with confidence, below are clear ways to tell whether a survey is truly from Pinnacle or from scammers.

When you might receive a survey

Pinnacle does not send surveys at random. You are most likely to receive one after a specific interaction or milestone, like:

• Opening a new account
• Completing a transaction at a Pinnacle office
• Using certain online or mobile services
• Reaching the anniversary of when you became a Pinnacle client

If you recently had an interaction or anniversary with us, a follow-up survey is expected and appropriate.

Who conducts Pinnacle surveys

Some surveys come directly from Pinnacle. Others are conducted in partnership with independent research firms that specialize in measuring customer satisfaction.

You may see well-known names like J.D. Power included in the an email asking you to participate in a survey. These third-party firms help ensure feedback is gathered consistently and fairly. While the survey may feature that partner’s logo, the purpose remains the same: understanding your experience with Pinnacle.

How to know a survey email is safe

A legitimate Pinnacle survey email has several clear markers. Before clicking anything, take a moment to look for the following:

• Sender address: The email will come from Pinnacle Financial Partners, most often using either feedback@news.pnfp.com or feedback@pnfp.com
• Branding: You will see the Pinnacle logo and often the logo of a trusted survey partner like J.D. Power
• Survey link: The link will lead to a web address that includes the words “Pinnacle” or “J.D. Power,” and it will be unique to you

On a computer, you can hover your mouse over the link without clicking to preview where it leads. Mobile devices make this harder, which is why it is best to review survey emails on a desktop or laptop.

Pinnacle surveys will never ask for your password, full Social Security number or online banking credentials.

Stay cautious and verify when needed

If you ever receive a survey email that does not look quite right or you simply want reassurance, help is always available. You can always contact your Pinnacle financial advisor or call our Client Service Center to confirm whether an email is legitimate.

If it has been a while since you reviewed email safety basics, our Learning Center offers articles and recorded webinars that walk through common scams and smart habits for protecting your information.