Benefits of financial surveys: From customer trust to market dominanc
Build loyal customer relationships
Gain real-time customer insights to improve financial services and personalise offerings for long-term loyalty.
Strengthen brand reputation
Measure brand perception and track market positioning for better authority in the financial sector.
Foster financial resilience
Identify early signs of financial instability and economic risks. This helps with proactive decisions to safeguard business growth.
Leverage data for strategic growth
Stay ahead of economic shifts with market data to refine financial strategies.
Boost product adoption and revenue growth
Use survey insights to refine pricing models and improve adoption strategies for increased profitability.
Make inormed investment decisions
Analyze investor sentiment and funds allocation for good returns and mitigated risks.
Optimize marketing
Use behavioural data and market research to improve marketing ROI with better audience targeting and messaging.
Grow your financial institutions with actionable insights
- IndustryBusiness Impact
- Banks & credit unionsFaster loan approvals and deeper borrower insights.
- Fintech companiesOptimized digital payments and enhanced user experience.
- Investment firmsSmarter portfolio diversification and market opportunity analysis.
- Insurance providersImproved underwriting accuracy and claims efficiency.
- Regulatory teamsEarly fraud detection and seamless compliance tracking.
- Wealth management firmsTailored financial planning and stronger client retention.
- Lenders & mortgage providersSmarter credit risk evaluation and reduced default rates.
How does Zoho Survey help in refining retail strategies?
White labeling & branding: Maintain a professional and trusted identity
Customize surveys with your institution’s colours, logos, and domain URL to create an on-brand experience for respondents.
Data encryption & compliance: Protect sensitive financial information
Ensure survey data is encrypted and meets regulatory requirements like GDPR and SOC 2, ensuring confidentiality in customer and investor insights
Custom scoring & risk assessment models: Quantify risk levels
Assign scores to survey responses to assess creditworthiness and investment sentiments with precision.
Customizable surveys: Designed for financial precision
Easily create surveys from scratch, templates, or uploaded documents. Customize 30+ question formats and structure to align with financial data collection needs.
Survey logic: Guide respondents for more accurate insights
Use skip logic, branching, and piping to dynamically adjust questions based on responses, ensuring precise and relevant data collection.
Pop-up surveys: Capture insights at critical touchpoints
Trigger surveys during loan applications, investment sign-ups, or policy renewals to collect feedback when it matters most.
Customized dashboards & advanced reporting: Turn insights into action
Visualize key financial metrics with interactive dashboards and in-depth reports for data-driven decisions.
Trend analysis: Track financial performance over time
Compare customer satisfaction, risk assessments, and compliance feedback against industry benchmarks for strategic decision-making.
Response authentication: Secure and control survey access
Manage access with password protection, time-based limits, multiple response prevention, and IP restrictions. Use CAPTCHA verification to prevent bots and ensure authentic responses in compliance and risk assessments.
Seamless integrations: Connect financial data effortlessly
connect Zoho Survey with CRMs, compliance tools using zapier, analytics platforms and other tools to centralise insights and streamline decision-making.
Multi-channel distribution: Collect insights from every touchpoint
Share surveys via email, SMS, secure links, QR codes, and website embeds to capture responses from customers, employees, and stakeholders.
Multi-user access & role-based controls: Secure internal collaboration
Allow compliance officers, finance teams, and service managers to access relevant data while maintaining confidentiality and data integrity.
Frequently asked questions
Keep surveys short, clear, and relevant, offer anonymous responses to sensitive topics, and distribute them through multiple channels like email, SMS, and secure portals.
Yes, Zoho Survey supports offline surveys, enabling financial institutions to collect feedback at branches, events, or in areas with limited internet access.
Yes, Zoho Survey allows you to schedule surveys to track customer satisfaction, regulatory compliance, and risk assessments over time.
Use randomised question order, neutral wording, and skip logic to eliminate leading questions and ensure unbiased responses..