EN
English
Español
Português
Industries Retail Healthcare IT Finance Education HoReCa Government Real estate Logistics Manufacturing
Use cases Customer feedback CSAT NPS tracking Churn survey Market research UX testing Post-purchase survey Employee engagement All use cases →
Migrate from Google Forms SurveyMonkey Typeform Excel / CSV Microsoft Forms Other platforms
Market Research Customer Surveys Staff & Team Surveys
Quiz Maker Product & Service Evaluation Surveys New
Research & Feedback Surveys Employee Survey Test Builder
Online Tests Feedback Forms NPS Survey New Poll Builder New

Marketing Researches

Brand Awareness Survey Café Survey for Guest Feedback Career Expectations Questionnaire Event Feedback Survey Software Satisfaction Survey

Human Resources

Job Application Form Research on Employee Values and Objectives Employee Motivation Level Survey Team Building Survey Team Spirit Survey Personnel Sociometric Research Training Request Form Team Effectiveness Questionnaire Employee Career Expectations Survey

Customer Relations

Product Quality Control Store Delivery Service Evaluation English Lessons Feedback Survey Supermarket Satisfaction Survey Homeowners' Association (HOA) Survey Customer Satisfaction Survey in Logistics Solutions Cafe Staff Evaluation Survey Travel Agency Customer Satisfaction Taxi Customer Satisfaction Survey Quiz Night Signup Form

Other

Enquiry Submission Form Charity Donation Survey
Google Analytics
Webhooks
Meta Pixel
PayPal
Coming soon
Telegram
Google Sheets
Slack
Coming soon
Zapier
Coming soon

Updates

Follow our cool updates and news

Glossary

Learn, Share, Inspire

Help Center

Got questions? Get answers here!

Learn more

About SurveyNinja Elements and Settings Affiliate Program Contact Us
Pricing
Sign In
© 2026, Survey Ninja
Industry: Finance

Surveys for banks and financial services

Branch CSI, bank NPS, manager ratings, post-loan surveys. Data security and compliance-friendly setup.

Start free Pricing
Securecompliance
SSOenterprise
SLAsupport

Use cases for finance

Branch CSI

Customer Satisfaction Index by branch. Compare locations and track improvement.

Bank NPS

Measure loyalty at brand and product level. Segment by product or region.

Post-loan surveys

Send a short survey after a loan or product sign-up. Improve conversion and retention.

Manager ratings

Rate branch managers and advisors. Use for incentives and training.

Compliance and export

Secure data handling. Export for audits and regulatory reporting.

How it works for finance

1

Create the survey

Branch or product surveys. Add NPS, CSI and optional open feedback.

Start free
2

Share with customers

Link after branch visit or transaction. Email or SMS. Secure and branded.

3

Get results

Dashboard by branch, product or period. Set up low-score alerts.

Frequently asked questions

Can I compare branches?

Yes. Use hidden fields or separate links per branch. Analytics show NPS and CSI by location.

Is data secure?

Yes. Encryption and access control. Suitable for regulated industries. Review our security documentation for your compliance needs.

Can I add our branding?

Yes. Add your logo, colors and custom domain so surveys match your brand.

Is data secure?

Yes. Encryption and access control. Suitable for regulated industries. Review our security documentation for your compliance needs.

Can I compare branches?

Yes. Use hidden fields or separate links per branch. Analytics show NPS and CSI by location.

Can I get low-score alerts?

Yes. Set up webhooks so that when a score is below your threshold, you get a notification.

Other industries

Retail

Store NPS

Healthcare

Patient satisfaction

IT

User feedback, API

Real Estate

Deal and agent ratings

Start collecting feedback in finance

Free trial. Secure and compliant.

Start free

Support

Knowledge Base Glossary Contact Us SurveyNinja vs Others

Company

User Agreement Privacy Policy

Sections

Pricing Blog Affiliates
© 2026, SurveyNinja