Financial Services
Lead the conversation on customer engagement. Invest in your success with our financial services surveys.
See it in action
Become the provider of choice
Customer loyalty is key to survival in the highly competitive financial services industry. Satisfied customers are just one component. To grow your business and grow your share of wallet, you need to be their provider of choice.
SoGoSurvey makes easy work of measuring the customer experience, and understanding where you stand against your competition. Combine instant feedback and long-term trends to reveal where you excel and pinpoint the issues that are undermining growth.
Armed with solid data and rigorous analysis, you can direct energy and resources where they’ll have the most impact: engaging employees, retaining top talent and satisfying customers.
Support on Call, 24/7
Need a hand with that survey? Reach out to our dedicated survey experts, one on one, anytime, day or night. We’re always here to help.
Superior Reports
Generate out-of-the-box reports with just a few clicks, add filters and customize as you want. View results in real time, or track trends to identify drivers of loyalty and attrition.
Ask Questions in Confidence
Get more candid feedback from customers and employees with confidential or anonymous surveys. Ensuring survey takers’ privacy yields 3x more responses.
Match Your Brand
Incorporate your logo and colors, and customize the look and feel to create continuity across your communications and strengthen the bond between your customer and your brand.
Make it Mobile
Surveys are automatically optimized to display beautifully on mobile devices, so you’re guaranteed to provide a great user experience every time.
Share Surveys Everywhere
Be it via email, social media, SMS or online, reach respondents through the channel that is best for them and makes sense for the information you want to gather.
Multilingual Surveys
Create online surveys in any of 37 languages using built-in auto-translation. Review all the responses from your diverse customer base in one place for easy analysis and reporting.
More Bang, Less Buck
The data you collect is invaluable, but that doesn’t mean your online survey tool should break the bank. Our smart, sophisticated, feature-loaded platform comes at a sensible price point.
Paper Surveys
For onsite feedback or direct mail, paper surveys still apply. Create your survey online, then download and distribute it. We’ll import the data into your account for analysis and reports.
Data Privacy & Security
Protecting your data is serious business. We maintain the highest standards of SSL encryption and authentication, perform daily security scans, and host data in world-class data centers.
With smart features and top-tier security, our online surveys make good financial sense.
feat. 1
Support on Call, 24/7
Need a hand with that survey? Reach out to our dedicated survey experts, one on one, anytime, day or night. We’re always here to help.
feat. 3
Ask Questions in Confidence
Get more candid feedback from customers and employees with confidential or anonymous surveys. Ensuring survey takers’ privacy yields 3x more responses.
feat. 2
Superior Reports
Generate out-of-the-box reports with just a few clicks, add filters and customize as you want. View results in real time, or track trends to identify drivers of loyalty and attrition.
feat. 5
Make it Mobile
Surveys are automatically optimized to display beautifully on mobile devices, so you’re guaranteed to provide a great user experience every time.
feat. 6
Share Surveys Everywhere
Be it via email, social media, SMS or online, reach respondents through the channel that is best for them and makes sense for the information you want to gather.
feat. 4
Match Your Brand
Incorporate your logo and colors, and customize the look and feel to create continuity across your communications and strengthen the bond between your customer and your brand.
feat. 7
Multilingual Surveys
Create online surveys in any of 37 languages using built-in auto-translation. Review all the responses from your diverse customer base in one place for easy analysis and reporting.
feat. 9
Paper Surveys
For onsite feedback or direct mail, paper surveys still apply. Create your survey online, then download and distribute it. We’ll import the data into your account for analysis and reports.
feat. 8
More Bang, Less Buck
The data you collect is invaluable, but that doesn’t mean your online survey tool should break the bank. Our smart, sophisticated, feature-loaded platform comes at a sensible price point.
feat. 10
Data Privacy & Security
Protecting your data is serious business. We maintain the highest standards of SSL encryption and authentication, perform daily security scans, and host data in world-class data centers.
"We look forward to a long-term relationship with SoGoSurvey. The onboarding process of getting everything setup and testing surveys went smoothly and we were supported every step of the way. We have also felt ongoing support during the building and preparation to send out our first survey with SoGoSurvey."
Beth Hagen, CFO
Premier Golf Centers LLC
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Selected Sample Surveys for Financial Services
“If a member feels confident that their feedback is heard, they are more likely to speak up and that gives us the chance to work with them and ultimately keep them as a satisfied customer.”
Uncover the secret of membership engagement 
Genice DeCorte, CEO HealthShare Credit Union
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Enhance Analytics
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Unlimited surveys. Unlimited responses. Fully customizable. All within your budget.
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