Business banking questions that show what owners need from their bank
Ask business owners how the account fits the way they work, from staff access to taking payments. Each question below comes with when to ask it and what the answer tells you.
What business banking survey questions tell you
Business banking survey questions ask owners how your account fits the way the business runs: who has access, how payments come in and go out, whether the accounting software connects and how well the bank understands the business. An owner with a quiet problem may never complain, and then move the account after the next credit decision.
Ask a few months after the account opens and once a year after that, plus a short survey after any credit decision. Send it by email to the account owner, or show it in your online banking for business, and pick five or six questions, starting with the recommend score.
Written answers get a category, a theme, a type and a sentiment, and each response an urgency, so a request for a missing feature reaches product and a complaint reaches the relationship manager. Give each response an owner in the inbox, and send them to HubSpot or open a ticket in Zendesk.
- Questions
- 14
- Best asked
- A few months after the account opens
- Industry
- Finance
- Where to find them
- From library in the Usertick survey editor, on every plan
The 14 business banking questions, with when to ask each
Grouped by what they tell you. Use them as they are or change the wording.
Who the business is
Ask the size, the number of users and the payment volume first, so every other answer can be read by the kind of business.
- 01Dropdown
How big is your business?
The size of the business, from just me to over 250 people. Choose a size in Results, since a solo owner and a team of fifty need very different things from the account.
- 14Number
How many people have access to the business account?
How many people can use the account, typed as a number. Read it with the staff access score; a business with many users and a low score needs better permission tools.
- 11Ruler
How many payments does your business send in a month?
Payments sent a month, on a ruler up to 500. Results shows the median and the middle half, which helps you size bulk payment and approval features.
Day-to-day banking for the business
Learn which products the owner uses, how customers pay and how well the account fits the tools and staff around it.
- 03Multiple choice
Which of these do you use for the business?
Which business products the owner uses, from checking to foreign exchange. The bars in Results show which products most owners use and which you could offer more widely.
- 08Multiple choice
How do you take payments from customers?
How customers pay the business, from bank transfer to a mix. The donut in Results shows where a product such as a card terminal or a payment link would fit.
- 04Yes / No
Does your accounting software connect to the account?
Whether the accounting software connects to the account. Select No in Results to read what those owners said the business needs and can't get today.
- 02Customer effort
How easy is it to give staff access to the account?
How easy it is to give staff access. Results shows the average and the share who found it easy; low scores point at permissions and invitations, which matter more as the business grows.
How the bank serves the business
Put the recommend score beside the manager rating and the grid, so you can see which part of the service moves it.
- 13NPS
How likely are you to recommend us to another business owner?
The recommend question for business owners. Results shows the score, detractors, passives and promoters, and the split per device; put it first in a yearly survey.
- 05Stars
How would you rate your business banking manager?
Stars for the business banking manager. Results shows the average and the share who rated 4 or higher; use logic to skip it for owners without a named manager.
- 06Big scale
How well does the bank understand your business?
How well the bank understands the business, on a 1 to 10 scale. Read the low columns beside the open question on unmet needs to find out what the bank is missing.
- 09Matrix
Rate business banking on each
Setup, daily use, support and fees in one grid. The heat map shows which part owners rate lowest, with an average for each row.
Gaps, credit and why they chose you
Ask what the business can't get today, whether credit was refused and why the owner picked you, the answers sales and product need most.
- 07Text
What does your business need from a bank that you cannot get today?
The open question on unmet needs. Answers arrive with a sentiment and a theme, and the type sorts ideas from complaints for the product team.
- 10Yes / No
Have you been turned down for business credit?
A yes or no on being turned down for credit. Select Yes in Results to read those owners' trust and recommend scores, and follow up with care.
- 12Text
What made you choose this bank for the business?
Why the owner chose you. The themes in these answers show which reasons to lead with when you talk to other business owners.
Tips for asking about business banking
Small choices that get honest, useful answers.
- 01
Ask the person who runs the account
Send the survey to the owner or the person who handles the account day to day. Staff users see only part of the service.
- 02
Ask yearly and after credit decisions
Run a yearly survey, plus a short one after any credit decision. Results compares each card with the period before.
- 03
Read results by business size
Read solo owners apart from larger teams. Their needs differ, and a single average hides both.
- 04
Share the gaps with product and sales
Each quarter, read the themes in what owners need and why they chose you, and pass them to the teams that can act on them.
Add these questions to a survey
From the library to the first answers.
- 1
Open the library
In the Usertick survey editor, choose From library, filter by industry and topic, and add several questions at once.
- 2
Or paste your own list
Paste questions reads up to 10 questions from any text on Free, 100 on Starter and 200 on Pro and above, keeps your wording and picks an answer type for each.
- 3
Choose where it runs
Show the survey on your website, send it by email, share its link and QR code, or switch it to a conversation.
- 4
Read the answers
Results counts every score and choice, and Usertick reads each written answer and files it by topic, on every plan.
Templates and more questions about business banking
Full surveys that ask about the same things, and neighboring topics in the library.
Templates
Browse all templatesFrequently asked questions
A few months after the account opens, then once a year. Usertick has no recurring sends, so schedule each round to a contact list, up to 30 days ahead.
The owner or the person who runs the account day to day. Keep the size question so you can read small and large businesses separately.
Five or six. Start with the recommend score, then the grid or the manager rating, one question on products and the open question.
Yes, as a popup, a side button or inside the page, with triggers such as page load or time on site. From Starter, target it by user traits such as plan or business size.
Yes. The question library comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.
Yes. Once a question is in your survey, reword it, change its options or its answer type, and add logic to skip it for some answers.
Yes. The library is translated into Usertick's built-in languages, and in any other language it shows in English for you to translate.
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