Financial Services Survey
Lead the conversation on customer engagement. Invest in your success with our financial services surveys.
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 with bank customer satisfaction surveys. 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 financial surveys make good 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.
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
Start from a template or from scratch, incorporate your logo and colors, and customize the look and feel of your business survey for brand continuity across all your communications.
Make it Mobile
Our business 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.
Create survey questions 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 financial services survey tool should break the bank. Our smart, feature-loaded platform comes at a sensible price point.
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.
Need a head start?
Our polished, proven financial services survey templates get you up and running in no time!
Raise Response Rates with Streamlined Design
You know a lot about your customers, so make that work to your advantage. Direct, short, relevant surveys save participants’ time and get lots of quality feedback. 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.
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.
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.