E-Banking Questionnaire Template

Benefits of this e-banking questionnaire template

Multiple Channels for Feedback Collection

Collect feedback from multiple channels, with our omnichannel survey sharing features. Other than direct survey links, you can share online banking questionnaires through WhatsApp, email, SMS, QR code, and web page embed. You can also trigger the survey in your mobile banking app using mobile SDK. Multiple channels widen your survey reach and ensure higher response rates.

20+ Question Types

Our survey builder includes question types like multiple choice, opinion scale, rating scale, smiley ratings, heat map, rank order, matrix question types, etc. Having different question types in your survey helps you collect comprehensive feedback and keeps your survey engaging by breaking the monotony.

Survey Reminders

Configure reminder emails to your customers in the builder to improve response rates. The time interval between each reminder can be set and the platform will take care of itself. Sending reminders helps you to get responses from those customers who would otherwise forget about your survey.

Triggered Survey

With the Mobile SDK feature, trigger the questionnaire in your mobile banking app. This feature helps you to collect instant feedback from your customers who are currently on your app. Get all the responses in the reports section of our platform and analyze them.

Get Printable Version Instantly

After you customize this template as per your needs, you can download a pdf version of this e-banking questionnaire instantly. You can choose between landscape or portrait orientation style. The printable ebanking questionnaires help you to collect feedback from your customers through face to face conversations.

Suggested Template – Mobile Banking Questionnaire Template

Types of E-Banking Survey Questions

If you want to customize this template by adding more questions, here are the types of questions you can ask in your e-banking questionnaire,

Customer Satisfaction

These questions are to understand how easy it is for customers to use your online banking platform and navigate its features.

1. Overall, how satisfied are you with the ease of use of our online banking platform?
2. What is one thing we could do to improve your online banking experience?
3. How satisfied are you with the speed and responsiveness of our online banking platform?
4. How easy is it to find the information you need on our online banking platform?

Feature Usage

These questions help you to know which features your customers use most often. The answers help you to improve the functionalities of your mobile app

1. Which of the following online banking features do you use the most?
2. How often do you use our online budgeting tools?
3. Are there any features you would like to see added to our online banking platform?

Demographics & Customer Behavior

You can ask these questions to understand your customer’s online banking habits. The responses will help you to tailor your services to meet your customer’s needs better.

1. What is your age range?
2. How often do you typically check your online bank account balance?
3. Do you primarily use online banking through a computer or a mobile device?
4. How comfortable are you with using online banking for transactions?
5. Would you like to receive financial tips and educational resources through online banking?

How to use this e-banking questionnaire template?

To use this template you need to follow these four steps

Step 1 - Customize

Click on 'Use This Template' and create an account with SurveySparrow. The template will open in your survey builder.

Use customization features to change the background, button colors, font, and welcome screen. Blend the questionnaire with your brand. Use AI features to get exactly what you want with just a prompt.

Step 2 - Integrate

Connect your questionnaire with other apps and tools. SurveySparrow supports integrations with 20+ apps including Google Sheets, Mailchimp, Hubspot and more. With Google Sheets you can collect all responses in a single sheet. With Mailchimp, you can manage newsletter campaigns for respondents. Hubspot helps you create tickets based of responses and resolve issues.

Step 3 - Share

Once you connect your ebanking questionnaire with the tools you need, now it is ready to be shared with your customers. Share the survey through WhatsApp, SMS, QR Code, webpage embed, and more.

Step 4 - Analyze

Use the visual dashboard to understand the feedback. With widgets, graphs and charts, analyze the data and get actionable insights. Segregate the feedback on the basis of customer persona, region, and know in what way you can improve you ebanking services.