Product Feedback
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Financial Services
What is this template and why does it matter?
It asks customers to rate a specific account, card, or app feature on usability, clarity, and trust. It matters because a confusing feature and an untrustworthy one look similar in a satisfaction score but need different fixes.
What questions should I ask?
Satisfaction with the specific product or feature, clarity of terms, trust in how it handles security or data, ease of use, and likelihood to recommend.
How many questions should it have?
5–8, focused on one product or feature at a time.
When / how often should you send it?
After onboarding to a new product or feature, and periodically afterward.
What does a strong result look like?
Trust and usability drivers isolated from each other, tied to a specific product line. Corvane isolates these drivers automatically instead of blending them into one score.
Use these questions as a starting point for your research.
Q
How satisfied are you with [Product/Feature]? (1–5)
Q
How clear were the terms and conditions?
Q
How much do you trust us with your financial data?
Q
How easy is [Product] to use?
Q
How likely are you to recommend it to others?
Start with this research template and customize it for your study.
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