SURVEY TEMPLATE

Mobile Banking Survey Template

The old adage ‘be where they are’ is certainly true in banking, with online and mobile banking emerging as the preferred ways to manage bank accounts. If you want to compete, the mobile experience you provide will soon become critical. The Mobile Banking survey asks the right questions to ensure you are meeting your customers’ mobile expectations.

CATEGORY
Financial Services
TIME TO COMPLETE
6 minutes (approx.)
NO. OF QUESTIONS
22
Transform your customer experience

A positive customer experience is channel sensitive—customers place a higher weight on digital experiences than on physical or call center channels. In fact, according to the American Banking Association (ABA), online and mobile banking are the two most preferred methods for consumers to manage their bank accounts.

However, success is not driven by just adding more bells and whistles, but rather the right features and benefits to satisfy customers’ needs. Competitive rates and fees matter, but innovative banks attract customers with the allure of a better customer experience. You need to ask right questions to understand customers’ mobile needs and expectations to discover the product or solution that’s just right for their individual situation.

Be proactive in keeping your customers happy and loyal. The Mobile Banking survey’s customizable template allows you to gather valuable feedback that could and will make a real difference in the customer experience—and your bottom line.

Benefits of Mobile Banking Surveys
1.Capture nuanced customer insights
2.Understand the key drivers behind customer experience
3.Personalize experiences based on customer preferences and feedback
How to use this survey template?

Once you sign in to your Sogolytics account, simply select a template from the bank to get started. Edit, add, or remove questions as per your needs, and create the survey you need easily.

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FAQs

How does a survey template work?

A survey template is a professionally designed questionnaire designed to meet the specific goals of the identified project type. The structure, questions, and answers have been carefully developed to enable users to connect with the right audiences to achieve the appropriate purpose. This template is already built and waiting within the Sogolytics platform, saving time in both the generation of ideas and actual development of the survey. Survey templates also provide a source of inspiration for those uncertain where to begin or seeking guidance and new insights on existing projects.

Can I customize a survey template before I launch?

Yes! While a template provides a solid starting point, most users will choose to customize the survey template before launching. Customization may include adding or removing questions or answers, modifying text, and revisiting logic, pre-population, or other functionality. Visually, a template may also be customized to reflect the appropriate branding, such as a logo, colors, and styles.

How can I get this survey template?

If you don’t already have a Sogolytics account, click “Try This Template” below. You’ll receive a copy of the template in your inbox and you’ll also complete sign-up for a free Sogolytics account. When you log in to the account, the template will be ready and waiting for you to get started.

Where can I find survey templates in my Sogolytics account?

If you already have a Sogolytics account, you’ll find the Template Bank on the home screen when you log in. You’ll also see the option to start from a template every time you create a new project. Create a project on the home screen, from All Projects, or while you’re working on another project. Interested in just a few questions from a specific template? Add them to the Question Bank in your account and re-use them when and where they work best.

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