Maximize your ROI with proprietary insights
Discover how financial services firms stay on top of market trends and make smarter decisions with SurveyMonkey.
Trusted by leading financial institutions
Solutions for banks, investment firms, insurance, and fintech companies
Banks and credit unions
Increase brand awareness and product adoption, and improve customer loyalty with market insights and feedback.
- Identify your highest value customer segments and drive cardholder awareness, adoption, and usage.
- Scale your customer experience programs by listening across all channels and acting on feedback.
- Pressure test new products and services with market research insights in as little as an hour.
Investment banks
Make smarter investment decisions with in-depth market research using our global panel of 175M+ respondents.
- Track industry trends and market fluctuations to validate investment recommendations.
- Conduct due diligence with proprietary data on companies’ brand sentiment, competitive positioning, product-market fit, and more.
- Get fast insights from the consumers and clients of companies in your portfolio.
Insurance companies
Stay agile and adapt to industry trends like digital innovation while building brand trust.
- Keep up with market trends by monitoring how customers are responding to broader industry shifts.
- Optimize marketing by tracking service quality, trustworthiness, and other priority brand health attributes.
- Discover how to increase customer lifetime value with customer experience insights.
Fintech companies
Accelerate growth and create products consumers love with market and customer insights.
- Stay ahead with timely insights on market trends and your brand’s position in the industry.
- Test new concepts and messaging to more effectively drive consumer awareness and adoption.
- Use solutions like MaxDiff to prioritize the right product features.
Explore top solutions for financial services firms
Market Research Panel
Access proprietary real-time insights with our integrated global panel, SurveyMonkey Audience.
MaxDiff Analysis
Make better decisions on products and marketing concepts with our MaxDiff Analysis solution.
Customer Experience
Transform the customer experience with insights across channels.
“Understanding a CEO’s business is important when walking into any management meeting, and using survey data as a source of insight is extremely valuable when understanding and demonstrating knowledge of what’s going on in the market.”
Ben Spero, Managing Director at Spectrum Equity
Get started with some of our popular templates that financial services firms rely on
Brand perception survey template
Competitor research survey template
Market sizing survey template
Category awareness survey template
Ready to get started?
Request a demo to learn how to:
- Monitor key industry trends and size market opportunities.
- Validate product and marketing concepts faster.
- Create better experiences across the customer journey.