banking Templates

Benefits of using our banking survey & form templates

Customize them into two styles

Using our builder, you can customize these banking templates in a single page or conversational style. For quick details collection from your customers, a single-page form would suffice. Conversational style will be useful in cases of feedback collection. You can keep your customers engaged and get better participation rates for your banking surveys.

Multiple Sharing Options

SurveySparrow offers you multiple options to share your banking forms and surveys with your customers. You can share them through emails, SMS, Whatsapp, webpage embeds, QR codes, and more. Multiple channels give your forms and surveys more visibility and customers can reach you with more ease.

White Labeling

You can show your brand in each of these banking templates. Using our drag-and-drop builder, you can add your brand logo, change the background to match your brand colors, and choose the font that aligns with your financial institution. The advanced CSS editor allows you to code your background. To look more authentic, you can also use a custom domain feature to show your brand name in your form or survey link.

Collect Banking Processing Fees

Use the payment question type in your banking forms to collect processing fees for requests. Our platform is connected with Stripe, one of the most trusted online payment platforms. Customers can enter their credit/debit card information in the form and the transaction will be processed instantly.

How to use our banking survey and form templates

After you go through the gallery and pick the your template that is suitable for you, here are the three steps you’ll need to follow to start using it.

Step 1 - Customize

Use our builder features to customize the template according to your needs. You can add or remove form fields, change the details asked from the customers, and add skip/display logic to make the forms personalized. Use Unsplash image library, and GIPHY gifs library built into the builder to make your banking forms conversational and engaging. Give final touches by customizing the welcome screen with your brand logo, and thank you screen with a customized thank you message.

Step 2 - Integration

Connect your banking surveys with different third party apps based on your needs. Mailchimp helps you to manage email newsletters, Google Sheets helps you collect all responses in a sheet instantly, and Hubspot helps you to create tickets based on the form entries. SurveySparrow can be connected with 20+ tools and apps. With Zapier you can connect with 1500+ tools, and create seamless workflows.

Step 3 - Share

After customizing the template, and connecting it with the apps of your choice, your form is now ready to be shared with your customers. Share the form through direct link, or as an email, or embed it on a webpage. For embedding the form, the platform will generate a short code. You can embed them as a popup, inline, or side panel. Display QR codes wherever suitable.