Customer Satisfaction Survey for Finance Template

Collect valuable feedback and engage your audience in a modern and on-brand survey

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Improve your client relations and enhance your services with the Customer Satisfaction Survey template by – a sophisticated tool tailored for financial advisors, companies, and banks aiming to gather insightful feedback directly from their clients.

Designed for professionals in the financial sector, this template is a strategic choice to foster ongoing conversations with clients and cultivate a reputation for attentiveness. The objective? Not just to gather feedback, but to present your organization in a more professional light while actively engaging with your clientele.

Advanced Features

The template features’s Conditional Logic, a powerful element that adapts the survey based on client responses. For instance, if a client expresses dissatisfaction with a particular service, the survey intelligently unveils an open field for detailed feedback on that specific area. 

Additionally, the template incorporates the Net Promoter Score (NPS®) content element, allowing you to gauge client loyalty and the likelihood of recommendations. This holistic approach enables you to measure overall satisfaction and identify areas for improvement.

Furthermore, each question in the survey is fully customizable, ensuring that it aligns precisely with your organization's needs and priorities.


Seamlessly embed it into your website, share it as a link, or integrate it with other marketing tools to gather comprehensive data on potential buyers and their financial situations. 

Here's the bonus: with, there's no need for third-party tools to send custom Thank You emails. The entire survey process, from start to finish, is streamlined within the platform.

In summary, the Customer Satisfaction Survey template by is a powerful tool for financial professionals seeking to elevate client relationships, gather actionable feedback, and continually refine their products or services. It's not just a survey; it's a strategic investment in customer satisfaction and business improvement.

How it works

  1. 01 Customize

    Edit every part of the content, add questions & answers, as well as your own logic to make the template fit your use case. Change the design settings and add images, colors and fonts to adjust the look & feel to your corporate identity.

  1. 02 Configure

    Control user access and define domains, set up personal data validation rules, integrate tracking and create custom follow-up emails to participants. gives you a powerful toolbox of project settings.

  1. 03 Connect

    Connect this template over 2000 of your favorite apps, from CRMs and ESPs to marketing automation tools and payment processors. Flexibly map all the data collected with to your other apps and automate processes.

  1. 04 Share

    Publish this template as a landing page with its custom URL or embed it within the content on your own website or app. You can also integrate the template as a pop-up with custom triggers or send an email to invite users to participate.

  1. 05 Analyze

    Our powerful analytics let you drill down the responses and crunch all submission data. View KPI summary & individual responses, analyze the funnel at every step and create custom XLS and CSV data exports for further insights.

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