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Banking app survey template

Hear what customers want from your app, right after they make a payment

Three questions for the web version of your banking app: how satisfied customers are, how well logging in, finding things, payments and spending views work, and what is missing. Use it as it is or change any question, and Usertick reads every written answer for you.

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What this banking app survey tells you

A banking app survey asks customers about the app while they are using it. This template asks three questions in about a minute: a satisfaction rating for the app, a grid for logging in, finding what they need, making payments and seeing their spending, and an open question about what is missing.

It is written for a popup in your web banking app right after a payment is completed. Website surveys run in web apps and single-page apps when the Usertick script is on your own domain; a mobile app can open the survey's link instead, for example from a feedback button in its settings.

Every written answer is read as it arrives and filed under a category from your list, such as App and sign in or Payments and transfers, with a type, a sentiment and an urgency. Results shows the rating as CSAT and a heat map of the four tasks, each against the period before, so a release that helped or hurt shows up in the next period.

On your websiteAs a linkIn an emailAs a conversation
Questions
3
Time to answer
About a minute
Written for
A popup in your web banking app after a completed payment
Plans
Every plan, the free plan included

See it on every channel

The same template on your website, behind a link, in an email and as a conversation.

On your website

Show it as a popup, a side button or inside the page, and choose the pages and the moment it opens: on page load, after a delay, on scroll or as someone is about to leave, on every plan. Event and behavior triggers work on 1 survey on Free and on every survey from Starter.

The 3 questions, one by one

What each question asks, why it is there, what it shows you and what to change.

Question 1 of 3 · Stars

How satisfied are you with our app?

Why ask it
One overall rating gives your product team a CSAT figure to follow from release to release. Asking right after a payment means the customer just used the app for something that matters to them.
What you learn
Results shows the average, a bar per rating and the share who rated 4 or higher, against the period before.
Make it yours
Keep it to one tap at the top. The popup should take seconds when someone has just paid a bill.
Question 2 of 3 · Matrix · Optional

How well does each of these work?

Why ask it
A low rating doesn't say where the app falls short. The grid splits it into the four tasks people do most, so you know whether to fix sign-in, navigation, payments or the spending view.
What you learn
Results shows a heat map per row with row averages, so a weak row such as Logging in stands out, and each row compares with the period before.
Make it yours
Change the rows to your own main tasks, such as saving, investing or sending money abroad, and keep it to four or five rows.
Question 3 of 3 · Text · Optional

What's missing from the app?

Why ask it
Customers know which feature sends them to another bank's app or to a spreadsheet. An open question collects those gaps in their own words.
What you learn
Usertick reads each answer as it arrives, files it under a category and a theme from your list, marks it as an idea, a bug or a complaint, and flags the urgent ones, in any language. Results shows up to 8 themes with their trends.
Make it yours
On every plan, a workflow can open a Jira or Linear issue for each answer marked as a bug, so the app team sees it with the customer's words.

What the answers show

Results turns each question into numbers you can follow week by week.

How satisfied are you with our app?

The average rating and the share who gave 4 or 5 stars, against the period before.

How well does each of these work?

Each row's answers side by side, so the part that needs work stands out.

Every written answer, read for you

Each answer arrives with its category, theme, type and urgency, so the urgent ones reach your team first.

Use this template in four steps

From the template to the first answers.

  1. 1

    Open the template

    Sign up free and pick Banking app in the template gallery. It opens in a matching style, ready to change.

  2. 2

    Make the questions yours

    Reword any question, change the options, and add logic or more questions.

  3. 3

    Choose where it runs

    Show it on your website, send it by email, share its link and QR code, or switch it to a conversation.

  4. 4

    Publish and read the answers

    Answers arrive in Results and the inbox as people send them, each written one read and filed by Usertick.

Tips for this survey

Small choices that keep people answering and the answers useful.

  1. 01

    Open it after a payment

    Have your app call Usertick.trigger('payment_completed') when a payment succeeds and use that custom event as the trigger, from Starter or on 1 survey on Free. The popup then opens at the moment the template is written for.

  2. 02

    Let the confirmation show first

    Add a few seconds of wait after the trigger, so the customer sees the payment went through before the popup appears. Never show it during a transfer.

  3. 03

    Target signed-in customers

    Pass traits such as the plan or the signup date with Usertick.identify(), and target the customers you want to hear from, such as new accounts or a premium plan, from Starter.

  4. 04

    Ask the same customers again later

    The survey shows until a customer answers once. Set it to show again after a number of days, such as 90, to follow the same customers from release to release.

Product feedbackFinancial services surveysWebsite surveysBusiness banking questions

More product feedback templates and questions

Templates like this one, and single questions from the library to add to it.

Templates

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ProductSavings goalsLearn whether your savings goals feature changes behavior and what people are saving for. Show it to users a month after they set a goal.
ProductBudgeting toolFind out how accurate and useful your budgeting view is and what people check most. Show it after a user opens the budget view five times.
ProductStatement clarityLearn whether your monthly statement is easy to read and what customers look for first. Send it with the statement once a year.
ProductProduct feedbackGive users one place to share what they think of the product, sorted by area so it reaches the right team. Run it as an always-on feedback button inside your app.

Questions from the library

Browse the question library
  1. How big is your business?Dropdown · Business banking
  2. How easy is it to give staff access to the account?Customer effort · Business banking
  3. Which of these do you use for the business?Multiple choice · Business banking
  4. Which of these make banking harder for you?Multiple choice · Banking everyone can use
  5. Can you use the app with the settings you rely on?Yes / No · Banking everyone can use
  6. How easy is our app to read?Stars · Banking everyone can use

Frequently asked questions

Website surveys run in web apps and single-page apps, so the web version of your banking app can show it as a popup. A mobile app can open the survey's link instead, for example from a feedback button in its settings.

Right after the customer finishes a task, such as a payment, so it never interrupts one. Use a custom event from your code as the trigger, available from Starter or on 1 survey on Free.

Once per customer by default, since the survey shows until someone answers. To follow the same customers over time, set it to show again after a number of days, such as every three months.

Filter Results to the 1 and 2 star ratings to see which row of the grid those customers rated lowest and what they wrote is missing. Fix the most common gap first and compare the share in the next period.

Yes. On every plan, a workflow posts answers to Slack or Microsoft Teams or adds them to a Google Sheet. From Starter, it can also create Jira or Linear issues, or send an event to Mixpanel or Segment when the page passes the user ID with Usertick.identify().

Yes. Every template comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.

Yes. The template becomes your own survey, so reword any question, add or remove questions, and change the options and the logic. The gallery stays as it is.

Yes, from Starter. The template is written in US English. Add languages by hand or with AI translation, and each person sees the survey in their browser's language.

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