“What an outstanding partnership we’ve formed with Sozo. We couldn’t have been more pleased with our customers’ response. It has proven to be one of our best tools for customer retention and has offered a new depth to pleasing our customer beyond expectations.”

Phil Lane, Owner Kuni Lexus of Portland


“My last customer is my next referral. I use your gifts to say thankyou to customers after their loan has closed. I have found that the impact of the gift and our mutual support for the community food bank leaves a lasting impression which enhances the customer experience. It also gives me a chance to share the things I value about our community in a natural way”.

Ron Hanson,Sales Manager Guild Mortgage



electricmirror-small“I have been looking for a gift that would have impact for years. In Sozo I found it. I have never experienced such positive feedback from associates and customers, resulting in real revenue generation.”

Jim Mischel, CEO, Electric Mirror



Feedback from one of our customers, “. .  .Inmonsongroup-small the meantime, we received a very classy package from you yesterday…that included our three favorite consumptions!  It’s as though you tailored it just for us!  In fact, I’m having some of the coffee right now.  Thanks very much for the gesture and I like that your gift will also help your cause. We appreciate it very much.  We also appreciate your continuing interest in our financial wellbeing.  You’ve accomplished exactly what we were looking for in a financial advisor:  someone who treats our nest egg as though it was his own and someone that we have complete trust in.  It has relieved me of a lot of stress.  So, thank YOU…”

Grant D. Monson, The Monson Group

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