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Bank Survey Questionnaire Template

Use this bank customer survey template to collect customer feedback and gauge how satisfied they are with your banking services. Analyze the responses using our dashboard and find scope to improve your services. Customize the questionnaire the way you want using our white-label features.

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Features of Bank Customer Survey Template

Collect Bank Customer Satisfaction Ratings With Our Survey Template

How can you share this bank customer survey?

SurveySparrow offers multiple sharing options to collect omnichannel feedback from your bank customers. You can track responses from every channel, and understand where the response rates are higher. A good response rate always ensures better data to work on.

Here is how you can share this survey

Email Share

With the email share feature, you can send the survey to your existing customers through email. The survey gets embedded in the email, and the respondents can complete them in the email itself. There is no need to open it in a different tab.

QR Codes

Place the QR codes at different touchpoints in the bank and collect instant feedback. QR codes make it easy to access your survey and hence you get a higher response rate. You can also generate multiple QR codes, and track the responses based on their locations. This way you can know the scope of improvement branch-wise.

SMS and WhatsApp

Sharing survey links through SMS and WhatsApp helps you to reach those customers who rarely visit your bank. Also, since WhatsApp is the most popular communication mobile application used today, your survey reach improves multifold.

Webpage Embed

You need not know coding to embed the survey on your website. SurveySparrow generates a shortcode for you to simply copy and paste into your existing website code. You can choose from three types of embeds from our no-code builder. Pop-up, Inline, and Side Panel.

Combining different types of sharing options improves your survey reach and helps you get maximum responses.

Check this Bank Customer Service Request Form Template out!

Benefits of using SurveySparrow for your bank surveys

Set Reminders & Schedule Surveys

With the auto-reminder feature, you can schedule reminders for partial or non-responders. Set time intervals for multiple reminders, and ensure better response rates for your surveys. Customize reminder email appearance, frequency, and content based on your needs. For collecting feedback a regular intervals use recurring survey features. Set scheduling time and frequency and let the platform do its thing!

Integration with CRM Tools

Connect your SurveySparrow account with CRM tools like Zapier & Hubspot to make the most of the satisfaction surveys. In case, you receive negative feedback that needs immediate attention, create a ticket and assign it to the relevant team member. Deal with issues head-on, and offer the best services.

Better Data Management

By connecting the survey with Google Sheets, or MS Excel, you can collect every response into the sheet on a real-time basis. You can access the sheet directly from the integrations tab. And, once your feedback collection campaign is over, you can slice and dice the data using sheets or importing it into complex data analysis tools.

Sample Bank Customer Survey Questions

  1. How satisfied are you with your overall experience at our bank?
  2. How would you rate the quality of service provided by our bank staff during your last visit or interaction?
  3. Are you satisfied with the range and quality of the financial products (e.g., savings accounts, loans, credit cards) we offer?
  4. How would you rate your satisfaction with our online banking platform in terms of ease of use and functionality?
  5. How satisfied are you with our mobile banking app's performance and features?
  6. If you have ever reported an issue or problem, how satisfied are you with how it was handled and resolved by our bank?
  7. How well does the bank communicate important notices and information to you?
  8. How likely are you to recommend our bank to a friend or family member?
  9. How convenient is the location and accessibility of our branches?
  10. How satisfied are you with the waiting times during your visits to our branches?

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