Citibank HealthShare Scotiabank Llyods Bank USbank ING Bank

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.

With smart features and top-tier security, our online surveys
make good financial sense.

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.

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.

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.

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.

Need a head start? Our polished, proven templates get you off and running!

Selected Sample Surveys
Branch Service Survey

Branch Service Survey

Ask customers the right questions about their experiences at the branch level to enhance their in-person relationship with your brand.
Read More
Internal Service Survey

Internal Service Survey

Measure inter-department communications to ensure employees can share information efficiently and solve issues effectively.
Read More
Customer/Member Satisfaction Survey

Customer/Member Satisfaction Survey

Get the feedback you need to ensure you’re designing and delivering services, products, and experiences that inspire loyalty and advocacy.
Read More

“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.”

Genice Decorte, CEO, HealthShare Credit Union
Genice DeCorte
CEO, HealthShare Credit Union

Measure Customer Satisfaction, Employee Engagement and Market Research with Ease

Facilitate Customer Service
  • Facilitate Customer Service

    Integrate your call center, CRM, and survey data to automate routine tasks, track and respond efficiently to service issues, and capture a complete picture of the customer support experience.
Engagement Analytics
  • Engagement Analytics

    Customer satisfaction is inextricably linked to employee engagement. Motivated employees produce quality work, make teams stronger, and provide great customer service. Measure engagement on both sides, and align the data to reveal who or what may be costing you business.
targeted demographic groups
  • Market Segmentation

    Target select demographic groups to test new product ideas, marketing initiatives, or brand perception. Use our powerful analytics to drive business decisions based on the data you gather.
  • Raise Response Rates with Streamlined Design

    You know a lot about your customers, so make that work to your advantage. Relevant surveys save participants’ time and get more responses. Pre-populate the information you already have, and show your customer that you see them as a person, not a number. Fine-tune questions to fit each customer, and use branching to shape their path. The more concise and straightforward, Direct, short surveys are considerate of your customer’s time, and deliver quality feedback.
  • Personalize Engagement to Drive Up Loyalty

    Manage the survey process in a way that cultivates your customer relationships and deepens their connection with your brand. Personalize scheduled invitations, keep track of responses and send timely automated reminders. Set custom alerts, control global opt-outs and use touch rules to avoid over-surveying. Send thank-you emails upon completion to show you’re listening.
  • Don’t Just Measure, Earn Customer Loyalty in Real-Time

    To become their provider of choice, touch base with customers at various points in their journey to find out what they need, want and expect -- and why. Ad-hoc surveys with Net Promoter Score (NPS) can measure satisfaction on the spot, and gather feedback regarding products, experiences and customer service interactions. Define triggers that present other products or services to customers to increase share of wallet. Create alerts to flag negative feedback instantly via email, so issues can be addressed quickly.
  • Transform Data into Action with Industry’s Best Reporting Tool

    Our best-in-class reports are known for being exceptionally flexible, customizable and intuitive. With just a few clicks, compare results within a date range, or by a specific question or benchmark, and quickly isolate data by customer demographics, by business departments, locations, or teams. Apply custom filters and drill down further to view data about individual employees or interactions. Express your insights with graphs, tables and charts, and download presentation-ready reports into any of eight formats, making it easy to share and communicate the results. Applying that intelligence, your leadership can make meaningful, data-driven changes that drive sustainable growth and long-term success.

“SoGoSurvey is flexible and customized, allowing me to create any type of survey needed with a specific look. It’s really easy to use, too – both to create a survey and then to analyze the results in numerous ways.”

- John Butorac, Cargill

Cargill

"It’s been an invaluable tool for me – I’ve gone from cutting and pasting from hundreds of emails & spreadsheets to downloading input from hundreds of stakeholders in one clean report. It’s heavenly!”

- Lynn Gates, Juniper Networks

Juniper Networks

“It's an excellent product for a very good price! SoGoSurvey saved us thousands of dollars over using a different software. And we love, love, love the technical support.”

- Chrissy Morse, World Vision

World Vision
customers in 96 countries
79% Market Share
BBB ratings
EU Safe Harbor Compliant

Create your online survey now!

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