How to create a mobile banking survey (Free templates & more)

Recently, banks and financial institutions around the world have been using approaches to increase their service quality. However, among these approaches, the most common, modern, and effective way is to get user feedback via surveys. 

In this essay, we will delve into what a mobile banking survey is and the benefits of using it for mobile apps. Then, we will furnish you with a step-by-step guideline for a helpful questionnaire on customer satisfaction with Internet banking. In addition, we will include 20 sample essential questions to use. Finally, we will mention 7 expert tips and key points to maximize your efficiency from the survey.

What is a mobile banking survey?

With the rising competition, mobile banking is a must to keep up with the innovation. When used efficiently, it can be a worthwhile tool to increase customers’ satisfaction levels by analyzing customer feedback. Furthermore, it is an excellent tool for mobile app development and new product features.

4 Benefits of using online surveys for mobile apps

There is no doubt that a mobile app can influence the relationship between the bank and the customer. Understanding how to implement this survey effectively can lead to profound improvements in customer engagement and satisfaction. Here are the advantages of using a mobile banking survey for mobile apps:

Pros of using surveys for mobile apps

📱Learning the ease of use: Mobile app surveys help us gauge users’ overall satisfaction with the app’s features, functionality, and ease of use. This is especially important in understanding whether the app is user-friendly. 

📱Identifying new features: Open-ended questions in the survey will enable you to determine which features are most valued by users. This guides the development team in prioritizing updates and new functionalities to increase the app experience. 

📱Improving security: Feedback from users can inform the development team about potential security issues, especially against credit cards. Through a questionnaire for mobile app development, you can build trust with your users by regulating and taking new security measures.

📱Expanding marketing strategies: By understanding the demographics of users, such as age, location, and income level, you can create new marketing strategies and get ahead of your competitors.

20 essential questions to use in the survey

We have mentioned the description and advantages of making use of a mobile banking survey. In this chapter, we have prepared 20 essential sample questions and answers created by forms.app AI.

1. How often do you use mobile banking services? (Multiple Choice)

2. What features do you use most frequently in our mobile banking app? (Multiple Choice)

3. Have you ever experienced any technical issues while using the app? If yes, please describe. (Yes/No with Open-Ended Follow-Up)

4. What specific features do you use most frequently on the mobile banking app? (Multiple Choice)

5. How easy do you find it to navigate the mobile banking app? (Likert Scale)

6. Have you experienced any technical issues while using the mobile banking app? (Yes/No)

7. How secure do you feel when using the mobile banking app? (Likert Scale)

8. How likely are you to recommend our mobile banking services to others? (Net Promoter Score)

9. Which banking services would you like to see added or improved in the app? (Open-ended)

10. Would you recommend our mobile banking app to others? Why or why not? (Yes/No with Open-Ended Follow-Up)

11. How responsive do you find our customer support through the mobile app? (Rating Scale)

12. How long have you been using our mobile banking services? (Multiple Choice)

13. How satisfied are you with the overall experience of our mobile banking app? (Rating Scale)

14. What is your age group? (Multiple Choice)

15. What is your highest level of education? (Multiple Choice)

16. What is your employment status? (Multiple Choice)

17. What is your household income range? (Multiple Choice)

18. In which region do you reside? (Multiple Choice)

19. How frequently do you make online purchases? (Multiple Choice)

20. Which social media platforms do you use regularly? (Multiple Choice)

An example rating question for a mobile banking survey

How to create a mobile banking survey (step-by-step)

In forms.app, creating a form takes less time than you may think. As well as saving time, you will benefit from taking the least effort to create any form with our step-by-step guidelines. Here are the essential steps for creating a course feedback survey form:

Step 1: Log in or create a new account

Open your forms.app account

To get started, you can quickly create a free account if you don’t already have one. We are aware that time is precious, so we offer you the option to log in in seconds using your Google, Facebook, or Apple accounts. forms.app mobile is available on the App Store and Google Play Store. 

Step 2: Select a free template

Choose a template

You can start from scratch if you would like to decide on every element from the beginning. To save more time, you can choose one of the mobile banking survey templates we have prepared for you and then customize the essential details. Alternatively, you can use forms.app AI to create a form in just a few seconds.

Step 3: Include your own questions

Add your survey questions

After selecting a template, you can incorporate your own mobile banking survey questions along with the ones prepared in this article. Also, using forms.app's AI feature to reword the questions and provide you with alternative answers is also an excellent assistance.

Step 4: Personalize your form design

Style your survey

Once you have added your question, you can start to customize your survey’s design. You have numerous options to style your survey according to your preferences. 

The design section provides various options for customizing your survey. You can easily choose a theme and adjust colors. Additionally, you can upload your own images, logo, and cover. Furthermore, you can modify colors, fonts, and other design elements to create a unique survey using app designs available on forms.app

Step 5: Share the survey

Share your survey

After customizing your form design, you can share it across all digital platforms. You have the option to customize domain and subdomain. You can configure privacy levels within the settings, such as public, restricted, or private. You can also customize how the form is displayed on your website when you share the link.

Step 6: Evaluate the results

Analyze your survey results

In the final stage, it’s time to analyze the feedback you’ve collected. To ensure maximum efficiency, it’s highly recommended that you review and assess the feedback thoroughly. forms.app offers an excellent tool for in-depth analysis of the responses. Do not forget to check the “Results” section to examine your data in detail.

7 Expert tips to create a better mobile banking survey

We have discussed the advantages of utilizing a mobile banking survey. However, it is important to consider key elements when designing one. Here, we present seven essential tips to help you create the most effective and professional survey form possible:

💡Use NPS survey-type questions: The NPS surveys (net promoter score) are a measure used to gauge customer loyalty, satisfaction, and enthusiasm with a company. NPS provides a quick insight into the overall experience of customer service.

💡Include descriptions: Provide detailed information about the form. Since not everyone can fill out forms perfectly, add brief tips for each question to clarify the desired answer patterns and avoid misunderstandings.

💡Check mobile statistics: Mobile applications are constantly evolving and changing. In order to get the best out of the survey, it is necessary to ask questions following current mobile statistics. 

💡Request demographic information: Understanding users' demographics, including age, gender, and financial conditions, enables you to take appropriate measures to meet their needs effectively and create new marketing strategies, as stated earlier.

💡Be transparent: When asking questions, do not hesitate to point out any errors or deficiencies in the application. This creates a respectful and trustworthy image for your company.

💡Incorporate diverse question formats: Utilize multiple-choice, rating scales, and open-ended questions. This strategy enhances data richness and improves response accuracy and response rate.

💡Add a “Review & Thank You” page: Include a section at the end where customers can review their requests one last time. And lastly, add a thank you page to grow your bank’s professionalism.

Key points to take away

In summary, a mobile banking survey is designed to collect input on interest in and use of mobile banking technology. Successful analysis of the feedback will improve and secure your services and, thus, directly affect the user’s experience and contentment.

In this essay, we have covered what a mobile banking survey is, why you should use one, and a step-by-step process for creating one. We have also provided you with Internet banking questionnaire samples via a link to the article. Also, we mentioned 20 sample questions and 7 professional tips for you to have the best mobile banking survey with mobile app survey questions examples. 

It is now up to you to use this form to satisfy your users and improve your app’s efficiency!