Customer feedback that passes your risk review.

Self-hosted, Formbricks adds no new processor to your compliance chain. Feedback lands in your database, AI runs on your approved model, and every action is in the audit log.

Pick a time right in the form.

TYPICALSAAS SETUPCompliance headacheYour companySurvey vendorVendor's cloud hostVendor's AI providerFurthersub-processorsFORMBRICKS,SELF-HOSTEDNo new processorsYour companyYourinfrastructureYour approvedAI modelAlready approved
In a typical SaaS setup, your feedback passes through a survey vendor, its cloud host, its AI provider and further sub-processors, a chain you have to review. With Formbricks self-hosted, it stays in your infrastructure and runs on the AI model you already approved, adding no new processors. This applies to self-hosted deployments.

  • 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.
  • 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.

Trusted by teams at

Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo
Formbricks Client Logo

Simplify Compliance and Maximize Security With Control Over Where Your Data Lives

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.

bank survey software open source on premise

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.

Improve Mobile Banking UX

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 better banking experience.

Measure Transaction 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.

Onboarding Satisfaction Survey

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.

Capture Churn Feedback

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.
How does Formbricks ensure data privacy and security for sensitive financial information?
Nowhere is data more sensitive than in the financial industry. That’s why Formbricks employs a multi-layered approach to data privacy and security. We use end-to-end encryption for data in transit and at rest (AES-256), offer granular access controls, provide data residency options, and are compliant with major regulations like GDPR and CCPA. Regular third-party penetration testing, vulnerability assessments, code reviews and security testing ensures your data stays private. Plus, our open-source nature allows for additional community-driven security reviews and improvements.
Can we use Formbricks to gather Net Promoter Score℠ feedback for in-person interactions?
Yes, you can. In fact, that’s one of the more common Formbricks use cases for users in the financial services industry. Our software makes it simple to conduct NPS® surveys at the counter so you can measure and improve customer satisfaction and provide consistent, high-quality service everywhere you do business.
Can Formbricks integrate with our existing banking systems and CRM platforms?
Absolutely. Formbricks is designed with flexibility in mind. It supports Single Sign-On (SSO) integration, can be deployed on-premises or in your own cloud, and offers APIs to integrate with your existing security and monitoring tools. Mobile app support is also available for banking applications.
How does Formbricks' self-hosting option work?
Self-hosting helps simplify compliance for your financial organization, making it easy to enforce access policies in line with your security needs. It can be fully set up via Docker, and we’ll even help with technical support as needed.
Does Formbricks support integration with our mobile banking apps?
Definitely. Formbricks makes it easy to conduct targeted banking consumer surveys within mobile banking apps. You can conduct research with a native look and feel, creating surveys that participants are actually excited to fill in. Ask only the users you want to ask.

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