SURVEY TEMPLATE

Credit Union Member Satisfaction Survey Template

As credit unions grow, the challenge of delivering excellent member experiences also grows. In today’s competitive financial services marketplace, member feedback with the Credit Union Membership Satisfaction survey will help guide your decision-making process and service offerings to ensure you’re best meeting your members’ needs.

CATEGORY
Financial Services
TIME TO COMPLETE
5 minutes (approx.)
NO. OF QUESTIONS
24
Transform the member experience

Credit union members have higher expectations of their institution than bank customers, and while credit union member expectations have continued to rise, so has member satisfaction. According to findings released by the American Customer Satisfaction Index (ACSI), credit unions are ranked first in customer satisfaction, significantly outpacing all other financial institutions.

Credit unions must continually look for ways to enhance the value of credit union membership, and remain completely dedicated to member service. Member surveys identify a credit union’s competitive strengths, areas needing improvement, and opportunities for attracting more of its members’ business. Identifying and reinforcing these areas ultimately improves a credit union’s member satisfaction and bottom line.

Obtaining member feedback should be an integral part of any credit union’s strategic planning process. Capture important data with Sogolytics’s Credit Union Member Satisfaction survey and empower your employees to provide outstanding, member-focused service.

Benefits of Credit Union Member Satisfaction Surveys
1.Understand and address member concerns to improve the member experience
2.Track member loyalty over time with regular member satisfaction surveys
3.Identify the services that your members use, as well as the experience these delivered to improve the overall member experience
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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