Financial Services Surveys
Some of our financial services customers
The #1 choice for banks, insurance and fintech
SmartSurvey is the only UK-based, FSQS-registered, Grade-A Security Scorecard rated survey platform designed to meet the needs of your financial institution. SmartSurvey enables your team to collect feedback securely from both your employees and customers, review real-time insights to take meaningful actions, all while maintaining data compliance.
Strengthen customer trust and loyalty with real‑time feedback
Understand customer sentiment through NPS, CSAT, and CES surveys, empowering your team to address customer needs proactively.
Customer-centric feedback
Gather insights across digital and in-branch channels.
Real-time analysis
Instantly identify trends and act to improve satisfaction and loyalty
Retention-driven
Celebrate brand advocates and address issues before escalation.
We make it easy for financial services companies to ensure compliance and data integrity
All response data is stored in UK, we're GDPR complaint, FSQS registered, ISO27001 accredited, and Cyber Essentials Plus accredited providing a secure foundation for handling sensitive data within regulated financial environments.
Unmatched data security
The only survey platform with a 98/100 Security Scorecard rating (Grade A) reflects SmartSurvey’s top-tier safeguards, minimising risk across the board.
Dedicated UK data storage
UK data centres ensure robust data protection and compliance with UK as well as EU data laws.
Advanced audit controls
Customisable audit trails and access settings streamline compliance tracking, supporting transparency and regulatory adherence.
Scale feedback across the organisation
SmartSurvey for banks
Delivering insights that matter, from in-branch to online experiences.
Feedback on every channel
Capture insights to enhance both branch and digital experiences.
Customer loyalty metrics
Use NPS and CSAT to pinpoint loyal customers and retention opportunities.
Full compliance
UK-based data storage, FSQS-certified security, and GDPR compliance.
SmartSurvey for fintech
Delivering insights that matter, from in-branch to online experiences.
User-centric feedback
Capture insights across web and mobile applications.
CRM integration
Enhance personalised engagement with automatic data syncing.
Trend responsiveness
Act on emerging trends quickly to meet customer expectations.
SmartSurvey for insurance
Delivering customer insights that build trust and improve retention.
Policyholder surveys
Measure satisfaction and streamline claims processes.
Enhanced offerings
Refine products based on direct customer feedback.
Comprehensive security
Keep policyholder data secure with FSQS and GDPR compliance.
Capture feedback and ensure compliance
SmartSurvey lets financial institutions gather secure, real-time feedback from employees and customers while remaining compliant and streamlining processes with Native Integration, APIs and Webhooks. We make it easy to connect and automate with your existing systems while remaining secure.
Explore top solutions for financial services firms
Customer experience
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Enterprise surveys
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Resources
Secure surveys for financial services
Protect sensitive data, stay compliant with stringent industry standards, and gain insights to boost customer loyalty and service quality. With SmartSurvey’s FSQS accreditation and top security credentials, you can be confident to collect even the most sensitive of feedback.
FAQs about SmartSurvey
We take GDPR compliance seriously. We use UK Data Centers for all response storage. If you want complete data sovereignty we even offer a ring-fenced solution to ensure no data leaves the UK data. Add to that our ISO27001 and Cyber Essentials Plus certifications as well an independent Security Score card testing and FSQS accreditation we believe we are the most secure and compliant feedback platform on the market.
Security isn't just built in; it's part of our foundation. SmartSurvey uses super secure UK-based data centres with encryption in transit and rest. Role-based permissions? Check. Single Sign-On (SSO)? Certainly. Custom password policies, bot protection, device management, two-factor authentication, IP restriction and more! Feel free to have a chat with our team who will be happy to go though all our security features in detail.
We have native integrations that can be setup up in a few minutes. For more complex requirements, or integrations with custom built platforms we recommend using our APIs and webhooks.
SmartSurvey is one of the most affordable platforms on the market. Unlike other solutions we have no response costs, so the price you see is the price you pay no matter how many response you need to collect. Combine that with our APIs and integrations and you can create automation flows that slash manual feedback collation and report preparation, taking cumbersome processes and turning them into streamlined workflows.
We certainly can! SmartSurvey is built on Enterprise Architecture enabling us to handle high volumes of feedback with ease.
SmartSurvey powers continual customer experience programs typically running NPS, CSAT, and CES surveys at multiple touchpoints throughout the customer journey. With real-time dashboards you can see trends and KPIs spotlighting issues and driving pro active actions to improve CX.
Yes, SmartSurvey supports multi-channel feedback collection to capture insights across digital banking, branches, call centers, mobile apps, and more. Our platform integrates all feedback sources into a single view, making it easier for financial services organisations to assess the full customer journey and act quickly on insights.
SmartSurvey helps financial services organisations drive ROI by improving customer experiences, reducing churn, and enhancing decision-making with real-time insights. Our clients in the financial sector often report improvements in key metrics like NPS, CSAT, and operational efficiencies, which translate directly into better business outcomes.
SmartSurvey is highly customisable to meet the specific requirements of financial services organisations. We offer a flexible platform with a range of customisation options, from survey design to integrations. If you have unique needs, our technical team can collaborate with you to develop tailored solutions.
SmartSurvey’s centralised platform allows financial services organisations to manage feedback across multiple departments seamlessly. You can create department-specific surveys, assign role-based permissions, and share insights using automated reports and shared dashboards. This facilitates collaboration and ensures that each department can take meaningful actions based on its own data while still contributing to the organisation’s broader goals.
