Financial Services Surveys
Some of our financial services customers
Strengthen customer trust and loyalty with real‑time feedback
Understand customer sentiment through NPS, CSAT, and CES surveys, empowering your team to address customer needs proactively.
Customer feedback
Gather insights across digital and in‑branch channels.
Real-time analysis
Instantly identify trends and act to improve satisfaction and loyalty
Retention-driven
Celebrate brand advocates and address issues before escalation.
Ensure compliance and data integrity
All response data is stored in UK, we're GDPR complaint, FSQS registered, ISO27001 and Cyber Essentials + accredited providing a secure foundation for handling sensitive data within regulated financial environments.
Unmatched data security:
The only survey platform with a 98/100 Security Scorecard rating (Grade A) reflects SmartSurvey’s top-tier safeguards, minimising risk.
Localised data centers ensure robust protection and compliance with UK standards.
Customisable audit trails and access settings streamline compliance tracking, supporting transparency and regulatory adherence.
Scale feedback across the organisation
Enable seamless feedback collection across departments, from onboarding to customer service. Use robust automation and reporting tools to capture insights and monitor customer journeys efficiently.
SmartSurvey for banks
Delivering insights that matter, from in-branch to online experiences.
Feedback on every channel:
Capture insights to enhance both branch and digital experiences.
Use NPS and CSAT to pinpoint loyal customers and retention opportunities.
UK-based data storage, FSQS-certified security, and GDPR compliance.
SmartSurvey for fintech
Fuel innovation with real-time feedback at every digital touchpoint.
User-centric feedback:
Capture insights across web and mobile applications.
Enhance personalied engagement withautomatic data syncing.
Act on emerging trends quickly to meet customer expectations.
SmartSurvey for insurance
Delivering customer insights that build trust and improve retention.
Policyholder surveys:
Measure satisfaction and streamline claims processes.
Refine products based on direct customer feedback.
Keep policyholder data secure with FSQS and GDPR compliance.
Capture feedback and ensure compliance
SmartSurvey lets financial institutions gather secure, real-time feedback from clients while streamlining compliance processes all without complex integrations, manual data entry, or security concerns.
Customer experience
Looking for a CX solution? We have everything you need.
Consumer panels
Get Market research insights fast using our global panel of 335 million people across 130 countries
Enterprise surveys
Organisation wide survey requirements? Check out our most advanced plans
Explore top solutions for financial services firms
Templates for Product Management
Templates for Customer Experience
Templates for Employee Experience
Financial Services FAQ’s
How does SmartSurvey help financial services organisations stay compliant with regulatory standards like GDPR?
We take GDPR compliance seriously. We use UK Data Centers for all response storage. Add to that our ISO27001 and Cyber Essentials Plus certifications as well an independent Security Score card testing and FSQS accreditation we believe we are the most secure and compliant feedback platform on the market.
Is customer data safe with SmartSurvey for financial services organisations?
Security isn't just built in; it's part of our foundation. SmartSurvey uses super secure UK-based data centers with encryption in transit and rest. Role-based permissions? Check. Single Sign-On (SSO)? Certainly. Custom password policies, bot protection, device management, two-factor authentication, IP restriction and more! Feel free to have a chat with our team who will be happy to go though all our security features in detail.
How quickly can SmartSurvey be integrated with existing financial services systems?
We have native integrations that can be setup up in a few minutes. For more complex requirements, or integrations with custom built platforms we recommend using our APIs and webhooks.
Will using SmartSurvey increase our operational costs in financial services?
SmartSurvey is one of the most affordable platforms on the market. Unlike other solutions we have no response costs, so the price you see is the price you pay no matter how many responses you need to collect. Combine that with our APIs and integrations and you can create automation flows that slash manual feedback collation and report preparation, taking cumbersome processes and turning them into streamlined workflows.
Can SmartSurvey handle large volumes of feedback efficiently for financial services organisations?
We certainly can! SmartSurvey is built on Enterprise Architecture enabling us to handle high volumes of feedback with ease.
How does SmartSurvey help financial services organisations improve customer retention and satisfaction?
SmartSurvey powers continual customer experience programs typically running NPS, CSAT, and CES surveys at multiple touchpoints throughout the customer journey. With real-time dashboards you can see trends and KPIs spotlighting issues and driving pro active actions to improve CX.
Does SmartSurvey support multi-channel feedback collection for financial services?
Yes, SmartSurvey supports multi-channel feedback collection to capture insights across digital banking, branches, call-centers, mobile apps, and more. Our platform integrates all feedback sources into a single view, making it easier for financial services organisations to assess the full customer journey and act quickly on insights.
How does SmartSurvey demonstrate ROI for financial services organisations?
SmartSurvey helps financial services organisations drive ROI by improving customer experiences, reducing churn, and enhancing decision-making with real-time insights. Our clients in the financial sector often report improvements in key metrics like NPS, CSAT, and operational efficiencies, which translate directly into better business outcomes.
How can SmartSurvey support
inter-departmental collaboration within financial services organisations?
SmartSurvey’s centralised platform allows financial services organisations to manage feedback across multiple departments seamlessly. You can create department-specific surveys, assign role-based permissions, and share insights using automated reports and shared dashboards. This facilitates collaboration and ensures that each department can take meaningful actions based on its own data while still contributing to the organisation’s broader goals.
What if our financial services organisation needs a specific feature or customisation?
SmartSurvey is highly customisable to meet the specific requirements of financial services organisations. We offer a flexible platform with a range of customisation options, from survey design to integrations. If you have unique needs, our technical team can collaborate with you to develop tailored solutions.
