Improve Customer Experiences with Secure, On-Premise Survey Software for Banks
Keep customers happy and integrate targeted surveys seamlessly – in-app or in-person. Try the most secure, easy-to-use bank survey software for financial services companies today.
Own your data
The real cost of a typical survey vendor
What you give up with a closed, hosted platform, and what stays yours with a self-hosted, open-source core.
Vendor Lock-in
Depth of Insight
Compliance Burden
3rd-party SaaS vendor
Formbricks
Comply With All Regulation
- Description
- Formbricks makes it really easy to comply with regulation specific for financial institutions. Simply self-host on premise and you're in full control.
Full Data Sovereignty
- Description
- We make complete data ownership easy. It's free and simple to self-host our survey tool on premise. No lengthy sales or procurement processes – just deploy and go.
Scale to Millions
- Description
- Formbricks is built to scale. We've designed our software to handle millions of responses and grow with your business - yes, on your own infrastructure.
Simplify Compliance and Maximize Security With Data Sovereignty
Whether you're a financial institution servicing retail or corporate clients, your data is the lifeblood of your operations. Formbricks bank survey software ensures privacy and makes it easy to stay compliant while collecting valuable insights from clients, employees, and every strategic touchpoint in your financial ecosystem.
Access Control
Enterprise Auth, Built In
Keep control of who can see what. Formbricks connects to your identity provider and enforces the access controls enterprise and regulated teams expect.
Single Sign-On (SSO)
- Description
- Authenticate through your existing identity provider with SSO via OIDC (Okta) and SAML, no separate credentials to manage or offboard.
Workspace-Level Isolation
- Description
- Every team, department, or business unit gets its own workspace, so surveys and responses stay siloed to exactly the people who should see them.
MFA, RBAC & Audit Logging
- Description
- Enforce multi-factor authentication, role-based access controls, and full audit logging to meet your security and governance requirements.
Use Cases
How Modern Teams Leverage Our Bank Survey Software
Formbricks is a secure, easy-to-use experience management software and survey tool for banks and financial services companies.
Improve Mobile Banking UX
Leverage Formbricks' Mobile SDK to gain deep insights into customer interactions with your banking app. By collecting targeted feedback, you can enhance feature popularity and address areas needing improvement, ultimately boosting user satisfaction and retention.
Measure Transaction Experience
Empower your bank to continuously refine transaction processes by gathering real-time insights from users post-transaction. Formbricks' in-app surveys help you enhance customer satisfaction and streamline operations, ensuring a seamless banking experience.
Onboarding Satisfaction Survey
Engage new customers with timely feedback requests two weeks post-onboarding. This strategic touchpoint allows you to refine the onboarding process, ensuring a positive start to the customer relationship and fostering long-term loyalty.
Capture Churn Feedback
Utilize Formbricks surveys to capture vital feedback from departing customers. Understanding their reasons for leaving provides actionable insights to enhance services, reduce churn, and improve customer retention strategies.
Deployment & Support
Self-Hosted Doesn't Mean Unsupported
Open-source and self-hosted shouldn't mean you're on your own when something breaks. Formbricks backs your deployment with hands-on setup, enterprise SLAs, and expert guidance from day one through ongoing operations.
Deployment Support
- Description
- Get your self-hosted instance running correctly with Helm charts, GitOps-ready configuration, and hands-on DevOps guidance from our team, not just a repo and a wiki link.
Enterprise Support SLAs
- Description
- Back your deployment with enterprise SLAs covering guaranteed response times, upgrade and patching guidance, and a support tier that matches your operational requirements.
Professional Services
- Description
- Onboard faster with expert-led setup, configuration, and XM best-practice guidance, so your teams are productive from day one.
GDPR Compliant
- Description
- Formbricks is fully compliant with the European General Data Protection Regulation, ensuring data protection by design and default.
CCPA Compliant
- Description
- Formbricks adheres to the California Consumer Privacy Act, providing robust data protection for California residents.
SOC 2 Type II
- Description
- We are SOC 2 Type II compliant, demonstrating our commitment to rigorous security controls and processes.
ISO 27001 (In Progress)
- Description
- We are actively working towards ISO 27001 certification, further strengthening our information security management practices.
Get Expert XM Support
Accelerate customer experience excellence with comprehensive knowledge transfer and consulting support from Formbricks. We’ll instruct your teams on XM best practices spanning targeted in-app bank surveys, reporting, NPS collection processes, and more.
Simplify Compliance Reviews
Formbricks is all about data privacy: Whether you choose our cloud service hosted in Germany or our self-hosted solution, Formbricks ensures full compliance with GDPR, CCPA, and other major data protection regulations.
Ensure Seamless Operations
Keep processes running smoothly and maintain high standards with convenient enterprise support SLAs. Get built-in Kubernetes support and synced Redis cache, with full customization options for your specific needs.
#1 Bank Survey Software
Ready to drive bottom-line impact for your bank?
Collect valuable feedback, make intelligent decisions, and maximize your ROI securely with Formbricks bank survey software. Get in touch today to see how it could add value to your financial institution
