Financial services NPS survey template
The rating question, the three follow-ups that matter, and the moment to send it — written for financial services.
How likely are you to recommend {{brand}} to a friend or colleague? (0–10)
Replace {{brand}} with your business name.
Thank you. What has given you the most confidence in us?
Capture the enthusiasm while it is fresh — this answer becomes your next review.
Thanks. What would make you more comfortable recommending us?
Find the one missing thing. Passive answers are the most actionable feedback you get.
We're sorry. Was it the fees, the process, or the support you received?
Diagnose and recover. Route this to a person today, not to a report.
After the first completed transaction, then twice a year
Trust, not features, moves financial NPS. Follow-ups that ask about confidence outperform ones that ask about functionality.
Send this financial services survey on WhatsApp
Copying the wording is the easy part. RateUp delivers it as a native WhatsApp flow, branches the follow-up automatically by score, and routes detractors to your team before they leave a public review.