Market Research Survey for Finance Template

Collect key data interactively and form better understanding of your market and audience.

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The Market Research Survey template is a robust tool for financial professionals looking to delve into market dynamics, build comprehensive customer profiles, and foster a proactive approach to service improvement. 

With features geared towards personalized engagement and efficient data collection, this survey is more than an information-gathering tool – it's a strategic asset for those seeking to stay ahead in a dynamic financial landscape.

Who can use this template:

  • Financial Advisors: Gain market insights for strategic financial planning.

  • Financial Companies: Build better customer profiles and enhance service offerings.

  • Banks: Keep in touch with customers, gather feedback, and improve overall offerings.

Here’s what you can achieve with template’s key features:

  • Conditional Logic: Dynamically display questions based on the user's previous answers, ensuring a targeted and efficient survey experience.

  • Text Answer: Allow participants to provide detailed responses, offering nuanced insights.

  • Yes/No: Streamline feedback collection with straightforward yes/no responses.

  • 1 to 10 Scales Questions: Gauge opinions on a numerical scale for quantitative analysis.

Other features of this custom template include:

- Embeddable and Shareable: Seamlessly integrate the survey into your website, share it as a link, or connect it with other marketing tools.

- Personalization: Gather personalized data by asking questions such as names, salutations, etc.

- AI Features: Use involve.me's AI capabilities for enhanced personalization, tailoring the market research survey to each participant.


How it works

  1. 01 Customize

    Edit every part of the content, add questions & answers, as well as your own logic to make the template fit your use case. Change the design settings and add images, colors and fonts to adjust the look & feel to your corporate identity.

  1. 02 Configure

    Control user access and define domains, set up personal data validation rules, integrate tracking and create custom follow-up emails to participants. involve.me gives you a powerful toolbox of project settings.

  1. 03 Connect

    Connect this template over 2000 of your favorite apps, from CRMs and ESPs to marketing automation tools and payment processors. Flexibly map all the data collected with involve.me to your other apps and automate processes.

  1. 04 Share

    Publish this template as a landing page with its custom URL or embed it within the content on your own website or app. You can also integrate the template as a pop-up with custom triggers or send an email to invite users to participate.

  1. 05 Analyze

    Our powerful analytics let you drill down the responses and crunch all submission data. View KPI summary & individual responses, analyze the funnel at every step and create custom XLS and CSV data exports for further insights.

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