SURVEY TEMPLATE

New Account Experience Survey Template

Whether in-person or through digital channels, providing a positive on-boarding experience gives customers a good first impression. But if your bank cannot retain customers, keep them happy, and extend their business, there’s no point. Ask relevant needs-based questions as part of the onboarding process with the New Account Experience survey.

CATEGORY
Financial Services
TIME TO COMPLETE
2 minutes (approx.)
NO. OF QUESTIONS
6
Discover the drivers behind customer satisfaction

Continually changing customer preferences, needs, and expectations create a challenge for banks in determining how to increase customer satisfaction. If the customer experience goes smoothly from the start, banks experience lower attrition and higher cross-sell. By understanding and meeting their customers’ needs, banks can deepen their relationships through targeted product and service offerings.

The onboarding process is a great opportunity to uncover customer preferences. A thorough needs assessment can have a significant impact on overall customer satisfaction as well as cross-sell results. Get closer to your customers with the New Account Experience survey. Customize the template to gather the insights you need to launch meaningful products and services that meet customer needs, increase retention, and generate more revenue.

Benefits of New Account Experience Surveys
1.Gain a better understanding of customer satisfaction
2.Identify customer preferences to improve retention and enhance the customer experience
3.Discover how new customers perceive your bank’s processes, to identify experience gaps and take the right action
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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