Financial Services Industry Survey Solutions

Secure & powerful client feedback platform, optimized for the needs of banking and financial services.

Financial Services & Banking survey platform that you need

Gather un-biased client feedback through automated touchpoints and follow-ups along the client journey.
‍
Close blind spots and gaps in the client experience through any channel: SMS, Email, iFrames, Website or our REST API.
‍
Analyse what your customers really think with Checkbox's powerful analytics. For more control, seamlessly integrate feedback into your data warehouse.

Our drag-and-drop interface requires no coding experience and lets you start as soon as you create an account.
‍
We're successful, when you're successful. Our team of experts are happy to provide the ideal customer experience. Start your journey by booking a short call to discover the true potential of Checkbox.

We know Financial Services

Choose from our library of bank, insurance and financial services survey templates that are proven to drive results and feedback. Ask relevant questions with our various question types. Customize surveys and reports to match your brand guidelines, including colors, fonts, and logos. It's never been easier to level-up your Customer Experience in Financial Services.

Hosting Options & Security

The most flexible financial services experience platform allows you to run via SaaS or Self-host. Once you are up and running, your team can manage fine-grained user access controls of both admins and respondants.

BAA & Data Sovereignty

You care about client success the way we care about data security. That's what we call a true partner. Choose the region in which you want to store your data or self-host our platform to drive ultimate security.

Conduct surveys that get critical insights
with these features

No-code survey maker

Build completely custom, visually engaging surveys with our no-code editor. Add advanced logic and customize your online surveys with our on-premises and cloud survey solutions.

Dynamic user profiles

Checkbox surveys are built with user profiles for each manager, respondent, and user. Whether you want users to be able to update their own profiles for accuracy or pull in data dynamically from surveys, we’ve got you covered. Discover how to drive accuracy and security with Checkbox dynamic user profiles.

Branded Look and Feel

Branded surveys make a difference. With a higher response rate and alignment with your organization’s brand, Checkbox surveys with branded look and feel empower you to make more of your surveys.

Get in touch

See how our platform can transform your workflow in just 30 minutes!

Book a call with one of our experts today and start working smarter, not harder.

Request a demo

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Curious about Checkbox?

Discover how Checkbox's voice of the customer software can meet your needs and help improve your customer satisfaction.
Request a no-obligation, personalized demonstration and experience the full potential of our VoC tools.

Request demo