SURVEY TEMPLATE

Bank Branch Service Survey Template

The shift towards computer-generated banking services cannot be at the expense of human interaction at bank branches. How you interact with customers plays an important role in maintaining accounts, customers’ level of trust, and the upsells that contribute to more profitable banking. The Branch Service survey is a vital feedback loop that provides insight into the customer experience.

CATEGORY
Financial Services
TIME TO COMPLETE
5 minutes (approx.)
NO. OF QUESTIONS
22
Engage your customers

Despite the convenience of online banking, a 2017 TimeTrade survey found that 48% of respondents visited a bank branch once a month or more. The bank branch of the future is transforming to be more engaging and interactive—so too must the branch survey of the 21st century, starting with questions that will help drive new branch strategies. Branch Service surveys are your opportunity to learn more about customer satisfaction levels and improve the choices your branch makes to enhance the customer experience.

Questions must shift away from routine transactions (which are increasingly handled by technology) and more on the total experience.1.Are customers getting what they want when they want it?2.Do they feel engaged in whatever channel they interact: mobile, online, in-branch? 3.Do they see your branch as a place for answers about how to manage money in their lives and not just a place to do routine transactions?

Brick and mortar bank branches are still a key channel for servicing customers (e.g., resolving problems and dealing with more complex transactions). You need to engage the people coming into your branch (as well as those who rarely set foot in it) to ensure they are getting an integrated experience that is making their lives easier and more productive. Sogolytics makes it easy to create the survey you need with the customizable Branch Service survey template.

Benefits of Bank Branch Service Surveys
1.Hear the voice of your customers to better understand how your services and offerings are perceived
2.Identify and double down on the factors that drive customer engagement
3.Spot potential concerns impacting customer satisfaction, and take rapid 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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