Trusted surveys from a sender they recognize
Send one-tap surveys over RCS from a verified bank sender customers trust, so they rate branch visits, support calls, and onboarding right in their inbox, no suspicious links, just real feedback.
A verified-sender survey feels safe to tap, unlike the email links customers fear are phishing.
Customer Effort surveys reveal where banking feels harder than it should.
Recommendation (Net Promoter) surveys give you a live read on customer sentiment.
Thanks for banking with us today. One tap, from your verified bank, tells us how the visit went.
A sample Financial Services & Banking RCS survey, fully customizable.
How RCS surveys work for Financial Services & Banking
In financial services, the moments worth measuring — a branch visit, a call-center resolution, a new app feature — pass quietly unless you ask the customer how it went. Email surveys go unopened and SMS surveys from a random shortcode read as the phishing customers have been trained to distrust. RCS survey templates let a bank or fintech ask from a verified, branded sender customers actually recognize, which lifts response in a category where trust is everything.
A satisfaction survey lands right after a branch or call interaction as a tappable star rating; a recommend-score prompt offers a one-tap 1–5 scale; and a post-service-resolution survey catches a frustrated customer while the experience is fresh. Customers answer in their texting inbox in a tap — no portal, no login — and you watch responses arrive live.
The payoff is far higher response and completion than email surveys, honest feedback while it still matters, and a branded sender that makes the ask feel legitimate.
Where it pays off
A satisfaction survey lands right after a branch or call as a tappable star rating.
A one-tap 1–5 recommend-score prompt measures loyalty without a form.
A post-service-resolution survey flags an unhappy customer while it's fresh.
An optional anonymous survey gets candid feedback on sensitive topics.
What you can launch
Survey templates in this pack
Sign up to use these survey templatesFinancial Services & Banking RCS surveys: common questions
- When should a bank send a survey over RCS?
- Right after the interaction — a branch visit, a call-center resolution, or a new app release — while the experience is fresh. A tappable satisfaction or recommend-score survey sent in the moment gets far higher response than an email survey that arrives days later.
- Why do RCS surveys beat email and SMS surveys for banks?
- RCS surveys come from a verified, branded sender customers recognize as legitimate, not a random shortcode they distrust — which lifts response in finance especially. Add one-tap star ratings and 1–5 scales answered right in the texting inbox, and completion outpaces email surveys by a wide margin.
- Can RCS surveys be anonymous?
- Yes. You can offer an optional anonymous survey for sensitive feedback, so customers answer candidly. Either way it follows opt-in and STOP rules, so recipients stay in control.
- What can a bank or fintech field with these survey templates?
- Post-interaction satisfaction surveys, recommend-score prompts, post-service-resolution surveys, app and feature feedback, and relationship pulses — each a tappable, branded survey with live response analytics.
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