Bank surveys
Build trusted customer relationships thanks to bank surveys
IdSurvey helps your bank survey to:
Collect feedback
With IdSurvey you can find out how customers perceive your products and services, and improve the experience to maintain high satisfaction. Analyze your bank survey results to make informed decisions and improve your business.
Retain customers
Always stay in touch with customers wherever they are. Ensure an optimal, smooth customer experience by constantly monitoring and improving it. Create tailored services and strengthen trust in your bank.
Make decisions
Make informed decisions by identifying each customer's satisfaction or dissatisfaction. Thanks to analytics and reports, you can analyze the collected data, discover insights, and make targeted decisions.
Build relationship
Build an empathetic relationship through the CATI module. Your bank's staff will be able to use the telephone mode to interview and collect feedback from their clients, thus strengthening their trust in their financial advisor.
All methodologies in one software.
CATI Software
Telephone interviews.
CAWI Software
Online surveys.
CAPI Software
Face-to-face surveys.
IdSurvey, the banking survey software with endless applications
Monitor and analyze the customer and employee experience and make it excellent
Customer satisfaction
Collect feedback
Services satisfaction
Employee engagement
Market research
Opinion surveys
Risk analysis
Business forecasting
Strengths and weaknesses
Product pricing
New customer engagement
Market Analysis
Product launching
Brand monitoring
Competition study
Advertising test
Bank survey questionnaire
Bank customer survey
Business banking survey
Banking survey software
Testimonials
The safe and simple solution for banks and credit unions
Identify touch points with your customers and optimize the user experience by taking it to a premium level. Collect, analyze and convert data into immediately useful information with one scalable and secure software.
Multiple sources
You can choose the data collection method that best suits your project and gather information from a variety of sources. It includes advanced tools to customize every aspect of deployment.
Real-time analysis
With IdSurvey you can create tailored reports based on survey results. Data processing occurs in real time and ensures up-to-date reports that are always accessible from any web browser.
PCI DSS-certified hosting
IdSurvey's OnCloud infrastructure is optimized for security and maximum service efficiency, with a smooth user experience and high availability even during peak usage.
Easy to use
With IdSurvey, you can create questionnaires with no need of programming skills. You can choose from countless question types, add dynamic text and implement even complex logic rules in just a few clicks.
Customizations
The IdSurvey team is ready to meet all your needs for customization, development of new functions, or integrations with external software. We will analyze your requests and develop functions tailored to you.
Professional support
You can count on a team of experts always ready to assist you. They will provide you with the training to use the software optimally, and guide you through the configuration and development of complex surveys.
Knowledge base
Enter the knowledge base to discover all the solutions and strategies for setting up and designing questionnaires.
Guide and papers
IdSurvey has an online guide for all features of the software so you can easily discover all tools.
Help Desk support
Using your ticket area you can request technical assistance. One of our experts will answer you back shortly.