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BANK FEEDBACK SOFTWARE

Measure and Improve Customer Experience at Banks & Financial Institutions

Capture customer feedback at banks, insurance companies, and other financial institutions and measure customer experience and staff performance in real-time to improve customer satisfaction

Sign up now for free and start taking customer feedback in minutes!

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1 million+ Surveys | 2,000+ Businesses | 100+ Countries | 6 Continents | 39 Languages

  • sap
  • ernst-young-ey
  • nikon
  • air-arabia
  • bcg
  • apple
  • american-express
  • Build Engaging Surveys
  • Measure NPS, CES, CSAT
  • Collect via Offline, Email, SMS, Web
  • CX Automation & Integrations
  • Close the Feedback Loop
  • Actionable Reports & Insights

Transform Customer Experience with Bank Feedback Software

Measure Customer Experience at multiple touchpoints

Set up kiosks at reception, and email & SMS surveys to reach and measure customer satisfaction and experience at every touchpoint. 

Track Staff Performance & foster culture of care

Measure your staff’s performance and keep them updated about customer feedback with real-time alerts to enable quick action.

Use Feedback Analytics to improve customer experience

By capturing customer feedback data, get an in-depth analysis of areas of improvement and implement strategies for improved services. 

Improve Customer Experience and prevent churn

Provide a positive customer experience with quick action and workflows to close the feedback loop to prevent customers from leaving. 

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BUILD BANK FEEDBACK FORMS

Create & Customize your Bank Feedback Forms

Use a simple WYSIWG Feedback Form builder to ask any questions in your bank feedback form. 

  • bookmarkBuild Experience

    Build different customer experiences: Measure NPS, CES, CSAT. Conduct Surveys, Polls & Quizzes.

  • file-textDynamic Surveys

    Use skip logic, survey redirection, answer piping, themes, languages and more to create Dynamic Surveys. 

  • message-square Variables & Pre-Fill Data

    With Custom Variables & Attributes, pass data to your surveys, pre-fill survey fields and enrich your responses and reports. .

Bulid your first survey 

TYPES OF CUSTOMER FEEDBACK FORMS

Set up different types of Bank Feedback Forms

Customer Satisfaction Feedback Form

Measure customer satisfaction at your bank or financial institution and improve their experience with Customer Satisfaction Feedback Form.

Inpatient Feedback Survey
Transactional Survey Feedback Form

Measure customer experience with the transaction process at your bank with Transactional Feedback Form.

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Bank Visit Feedback Form

Set up kiosks at your bank and capture instant feedback of bank visitors with Bank Visit Feedback Form.

Health Risk Assessment Survey for Patients
New Account Feedback Form

Capture feedback from customers on creating a new account at your bank or financial institution through kiosks, SMS, and email with New Account Feedback Forms.

COVID 19 Survey
Bank Awareness Surveys Forms

With Bank Awareness survey forms, conduct research on competitors, create brand awareness, and measure customer loyalty towards your bank or financial institution.

Patient Registration Form - Offline Surveys
Inpatient Feedback Survey Outpatient Feedback Survey.png Health Risk Assessment Survey for PatientsCOVID 19 SurveyPatiet Registration Form - Offline Surveys

BANK STAFF FEEDBACK

Measure customer’s feedback for staff

Add your bank staff to your customer Feedback Tool and measure customers’ feedback about the respective staff/department.

  • Measure feedback for specific staff/department
  • Get department-wise and comparison reports
  • View satisfaction scores, responses, and reports for staff in Staff Performance Report
  • Use the feedback reports and data to implement customer-care approach
  • Improve the quality of bank services and increase customer retention
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Multi-channel Customer Feedback Software

Reach your customers and seek their feedback on every touchpoint, through all channels

Run Web, Email, SMS, Mobile and Offline surveys. Connect Zonka Feedback to tools you use to trigger surveys through Integrations. 

Website Feedback

Get instant feedback using 100% customizable website surveys.

  • Microsurveys

    Microsurveys to get instant feedback from your users

  • Feedback Button

    Place feedback button anywhere in your website or web product

  • Slide Outs

    Left and Right Slide-outs enabling you to get instant feedback

  • Pop-ups

    Conditional pop-ups to capture feedback

  • Exit Surveys

    Detect when the user is exiting the website and survey them

  • Embed & Links

    Embed or Link surveys anywhere on your website

Website Survey - Customer Satisfaction

Survey App & Offline Surveys

Take Feedback on iPads, Android Tablets and Kiosks using Offline Survey App.

  • iOS Surveys

    Use iPad Survey App to take on-premises feedback through iPads and iPhones.

  • Android Devices

    Turn Android Tablets & Smartphones into Feedback Devices to take real-time feedback.

  • Kiosk Feedback

    Set up touchscreen devices as Kiosks to take unattended feedback.

  • Offline Surveys

    Take feedback and collect responses without Wi-Fi. Sync anytime.

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Email Surveys

Measure Customer Feedback with Email Surveys.

  • Email Survey Invitations

    Send customized Email Surveys to customers with Survey Link.

  • Embedded Email Surveys

    Add Survey Question directly in Email body and get higher response rate.

  • In-Signature Email Surveys

    Insert Survey Question in Email Signature to get feedback.

  • Scheduled Email Surveys

    Schedule Email Surveys to be sent at a later date and time.

  • Email Survey Triggers via Integration

    Trigger email surveys from the CRMs, Help Desks and others tools you use.

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SMS Surveys

Take Customer Feedback through SMS Text Surveys.

  • One-click SMS Surveys

    Send SMS Surveys with feedback form link to customers with customized SMS.

  • SMS Surveys with Integrations

    Trigger SMS Surveys based on events in eCommerce platforms, CRMs, Help Desks, POS Systems nd more.

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Mobile Surveys

Run surveys on-the-go, on mobile devices.

  • In-App Surveys

    Embed microsurveys within your app and product to get real-time customer feedback on features, product usage and more.

  • Responsive Mobile Surveys

    Build beautiful, mobile responsive surveys with Zonka Feedback that work seamlessly on all devices and screens.

  • Offline Surveys

    Take feedback without WiFi, on the go and sync automatically.

  • QR Code

    Print QR Code for customers to scan and instantly access Survey on their Mobile browsers.

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Intercom

Customer Feedback with CSAT, CES & NPS Surveys in Intercom

  • Intercom Messenger Surveys

    Add Survey to Intercom Messenger and get customer feedback on website and in-app.

  • Intercom Conversation Surveys

    Allow Customer Success Agents to trigger Surveys in Intercom Conversations to gauge feedback.

  • Email Surveys

    Send automated Intercom Email Surveys based on workflows.

  • Survey Workflow in Custom Bots

    Add Zonka Feedback Forms & Surveys to an Intercom bot workflow

  • Intercom Post Surveys

    Embed Survey Questions or Feedback Button directly in Intercom Posts.

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Integrations & APIs

Trigger Surveys using Native Integrations, Zapier and APIs

  • Helpdesks

    Trigger surveys after ticket is updated, closed or open new tickets with tools like Intercom, Zendesk, Freshdesk, Help Scout, and more.

  • CRMs & Marketing Automation

    Send surveys to leads and customers by connecting Zonka Feedback to your CRM like HubSpot, Salesforce, Pipedrive and more.

  • Trigger Email Surveys via APIs

    Use APIs to connect to your tools and automate sending Email Surveys based on events and triggers.

  • Trigger SMS Surveys via APIs

    Send SMS Surveys to customers based on events and triggers in tools you use with APIs.

  • Connect Apps with Zapier

    Connect to more than 3,000+ apps and automate workflows with Zapier.

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VIEW RESPONSES

Unified Response Inbox

With a real-time Response Inbox, see responses as soon as they come, from wherever you are. Add tags, notes and tasks to take action and close the feedback loop.

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View Response Inbox

View all feedback and responses in a Collaborative Response Inbox.

Filter Responses

Use Date, Response Choices, Contact Attributes, Variables to filter.

Tag Responses

Add Tags to responses. Flag them or mark them as urgent.

Add Tasks & Actions

Create tasks for team, take action and close the feedback loop.

Segment by NPS, CES & CSAT

View CX Scores (NPS, CES and CSAT) and filter by metrics-based segments. 

Manage Contacts

See Contacts with Responses & Attributes. Track Contact Activity.

SURVEY REPORTS

Reporting

Gain amazing insights with Zonka Feedback’s Real-time Feedback Reports.

Snapshot Report

This is an Overview Report to get a quick summary and analysis of Responses, CX Metrics and Survey Channels.

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Response Insights

Get Insights and Analysis of all Survey Responses and CX Metrics (NPS, CES and CSAT)

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Location Insights

Have multiple locations? Analyze and compare their performance and scores.

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Team Performance Report

With this get analysis and comparison of team member performance on each question and metrics.

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Response Inbox

View and analyze how Survey Responses and Metrics have changed over time, in a powerful Trends Report.

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Trends Report

View and analyze how Survey Responses and Metrics have changed over time, in a powerful Trends Report.

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Text Analytics

Make meaning of open-ended responses, comment boxes and unstructured text data in Text Analytics report.

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snapshot_report response_insight location_insight team_performance_report response_inbox trends_report text_analytics
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Automate Workflows

Create Workflows & Automate CX Program

Design workflows in an intuitive Workflow Design and trigger automatic actions based on Survey Responses.  

  • tool-newWorkflow Designer 

    With an easy-to-use Worfklow Designer, automate repetitive tasks and actions to scale up your CX Program. 

  • alert-triangle-newAlerts, Notifications & Response Actions

    Set up Alerts and Notifications for team, Add Response Tags, Create Tasks and more for new Responses. 

  • users-newSegment Contacts & Trigger Actions

    Add Contacts to lists, segment them and trigger more Email and SMS Surveys to customers. 

INTEGRATIONS

Integrate with your existing tools

Connect your favorite tools for a seamless feedback management.

  • refresh-cw-newSync Data 

    Sync data to apps and tools.. Map survey fields to fields in your CRMs, Customer Support Tools, Marketing Automation Software.

  • mail-newAutomatic Email Triggers 

    Trigger automatic survey campaigns and actions for events like New Contact Added, Ticket Closed or Solved, New Order placed.

  • share-2-newDeep Integrations

    Use Native Integrations with Intercom, HubSpot, Zendesk, Salesforce, & more. Build your own using APIs & Webhooks.

Know more about Integrations 
  • zendesk
  • intercom
  • hubspot
  • salesforce
  • webex
  • slack
  • active_campaign
  • front
  • helpscout
  • pipedrive
  • airtable
  • mailchimp
  • google_sheets
  • freshdesk
  • zapier
  • webhooks
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2000+

Global Brands

30+

Countries

1 Million

Surveys per month

Start building stronger customer relationships today

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