Market Reputation Survey Questions for Banks and Credit Unions

Not all surveys need to have a lot of questions. That’s why this survey template asks one specific question; how likely is a respondent to recommend your financial institution to others? For questions like this, it’s helpful to apply question logic. That way, if a respondent answers a certain way, like with a one, they have a chance to tell you why. However, if they choose a 10, it’d take them to a thank you page.

Timing Tip: We recommend sending this survey at least 90 days after a new account opening..

1. How likely is it that you would recommend [INSTITUTION NAME] to a friend or colleague?


If they choose 0 – 6:

We are sorry you are not completely satisfied with our service. Your feedback is very important to us and will be reviewed by our leadership. Please let us know what we can do to improve or better serve your needs.


If they choose 7 – 8:

Thank you! Is there any way we could improve our service or product offerings?