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NPS & Loyalty

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Financial Services

NPS & Loyalty

Financial Services

NPS & Loyalty Survey for Financial Services

NPS & Loyalty Survey for Financial Services

Loyalty and trust are almost the same question in financial services — this cut keeps trust visible as its own driver, not folded into the score.

Loyalty and trust are almost the same question in financial services — this cut keeps trust visible as its own driver, not folded into the score.

Template overview

Template overview

What is this template and why does it matter?

It measures likelihood to recommend the institution, tracked alongside trust and switching likelihood. It matters because a loyalty dip here often means a trust problem, and the fix is different from a service complaint.

What questions should I ask?

The core recommendation question, an open-text reason, and a specific trust-related follow-up for detractors.

How many questions should it have?

2–4.

When / how often should you send it?

After a key interaction, plus a periodic relationship survey.

What does a strong result look like?

A trend segmented by channel and product line, with trust isolated as its own driver. Corvane isolates trust-related drivers automatically.

Example Survey Questions

Example Survey Questions

Use these questions as a starting point for your research.

Q

On a scale of 0–10, how likely are you to recommend [Institution]?

Q

What's the main reason for your score?

Q

Do you have any trust concerns that affected your score?

Ready to use this template?

Ready to use this template?

Start with this research template and customize it for your study.

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Start your research with a template built for the decision you’re making.

Start your research with a template built for the decision you’re making.