New Account Experience Survey Template

Number of pages 2 Number of questions 6 Number of times used 7.6k+

Time to complete 3 minutes(approx.)

Whether in-person or through digital channels, providing a positive on-boarding experience gives customers a good first impression. But if your bank cannot retain customers, keep them happy, and extend their business, there’s no point. Ask relevant needs-based questions as part of the onboarding process with the New Account Experience survey.

Continually changing customer preferences, needs, and expectations create a challenge for banks in determining how to increase customer satisfaction. If the customer experience goes smoothly from the start, banks experience lower attrition and higher cross-sell. By understanding and meeting their customers’ needs, banks can deepen their relationships through targeted product and service offerings.

The onboarding process is a great opportunity to uncover customer preferences. A thorough needs assessment can have a significant impact on overall customer satisfaction as well as cross-sell results.

Get closer to your customers with the New Account Experience survey. Customize the template to gather the insights you need to launch meaningful products and services that meet customer needs, increase retention, and generate more revenue.


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