Q01
メッセージ
すべてのテンプレートCustomer Experience
Bank Customer Service Request Resolution Survey
Captures how customers experienced a recent request to their bank — the channel used, whether the issue was resolved, and how the interaction felt — with an AI follow-up that digs into the specific moment satisfaction rose or fell. Built for banks and credit unions tracking service quality after calls, chats, branch visits, or app contacts.
設問の例
テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。
全12問・約7分
Q02
選択式必須
Which channel did you use for your most recent contact with us?
- Phone call
- Live chat
- In-branch visit
- Mobile app
- Social media
Q03
選択式必須
What best describes the reason for that contact?
- Account access or login issue
- Card issue (lost, stolen, or declined)
- Dispute a transaction or report fraud
- Loan or credit inquiry
- Fee or billing question
- Update account information
Q04
選択式必須
Was your issue resolved during that contact?
- Yes, fully resolved
- Yes, partially resolved
- No, still unresolved
- Still waiting on a callback or follow-up
Q05
オピニオンスケール必須
How easy or difficult was it to get help from the right person?
スケール: 1 – 7
最小:Very difficult最大:Very easy
Q06
マトリクス必須
Thinking about the representative or system you dealt with, how much do you agree with each statement?
4行 × 5列
- The representative was knowledgeable about my issue
- The representative was courteous and respectful
- The representative explained things clearly
- The wait time was reasonable
列: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q07
オピニオンスケール必須
Overall, how satisfied are you with how your request was handled?
スケール: 0 – 10
最小:Not at all satisfied最大:Extremely satisfied
Q08
AIインタビュー
Reconstruct the specific moment that most shaped this customer's satisfaction score: what happened, what was said, and how it made them feel. If the issue was unresolved or they gave a low score, probe exactly what broke down (wait, handoffs, unclear answers, unmet promises) and what resolution would have satisfied them. If the score was high, find out what specifically the representative or channel did that made it feel effortless.
Q09
オピニオンスケール必須
Based on this experience, how likely are you to recommend our bank to a friend or family member?
スケール: 0 – 10
最小:Not at all likely最大:Extremely likely
Q10
選択式
How long have you been a customer with us?
- Less than 1 year
- 1-3 years
- 4-10 years
- More than 10 years
- Prefer not to say
Q11
選択式
Which age range do you fall into?
- Under 25
- 25-34
- 35-44
- 45-54
- 55-64
- 65 or older
- Prefer not to say
Q12
メッセージ
Thank you for sharing your experience! Your answers go directly to our service teams to fix breakdowns and recognize the reps and channels getting it right.
含まれる機能
AIによる深掘り
自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。
注意確認設問
急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。
AIが作成する設問文
文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。
自動レポート
回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。
他ツールとの比較
ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。
このテンプレートを選ぶ理由
- Purpose-built for banking and credit union service moments — covers channel used, contact reason, and resolution status specific to financial service interactions
- Includes an AI follow-up interview that reconstructs the exact moment satisfaction rose or fell, going beyond static satisfaction scores to uncover the 'why'
- Combines opinion scales, a matrix on representative/system experience, and recommendation likelihood with automated per-response quality scoring and auto-generated reports
- Transparent prompts mean banks can see exactly how the AI is probing customers, supporting compliance and audit needs unique to financial institutions
SurveySparrow
Bank Customer Service Request Form TemplateThis is a bank-specific template, making it one of the closer comparisons for this use case. It appears to be a static, fielding-ready form rather than one with adaptive AI-driven follow-up questions. Good for capturing structured request data but likely limited in probing the emotional or moment-specific drivers of satisfaction.
優れている点
- Banking-specific framing out of the box
- Ready-to-field template requiring no build-out
- Likely supports SurveySparrow's broader survey distribution and reporting tools
物足りない点
- No adaptive AI follow-up to dig into specific satisfaction-shaping moments
- No indication of automated per-response quality scoring
- No published methodology or transparent prompt logic since it's a static question set
Typeform
Free Customer Service Request Form TemplateThis is a general-purpose customer service request form, not tailored to banking or credit unions specifically. It's a fielding-ready template known for a clean, conversational form UI, but it's still a fixed question set rather than a dynamic interview. Useful for general intake but less suited to nuanced service-quality tracking.
優れている点
- Polished, conversational form-filling experience
- Free and quick to deploy
- Familiar Typeform ecosystem for logic branching within fixed question paths
物足りない点
- Not banking-specific — lacks channel/resolution framing relevant to financial service reviews
- No adaptive AI or voice AI interview capability to probe deeper on specific moments
- No automated quality scoring or AI-generated qualitative reports
QuestionPro
Service Evaluation Survey Questions + Sample Questionnaire TemplateThis is a generic service evaluation questionnaire rather than a banking-specific survey — more of a broad sample question bank than a purpose-built, fielding-ready template. It covers general satisfaction and service quality dimensions but doesn't address channel-specific banking contact points like calls, chats, branch visits, or app use.
優れている点
- Broad library of standard service-evaluation questions
- Backed by an established survey platform with analytics tools
- Flexible for adapting to multiple industries beyond banking
物足りない点
- Not tailored to banking channels or resolution tracking
- Static question format with no adaptive AI or voice interview follow-up
- No mechanism for automated per-response quality scoring or moment-specific satisfaction analysis
よくあるご質問
「Bank Customer Service Request Resolution Survey」テンプレートにはどのような設問が含まれていますか？
すぐに使える設問が12問含まれており、最初の設問は次のとおりです：「Thanks for taking a moment to share your recent experience contacting us! Your responses are completely confidential and…」・「Which channel did you use for your most recent contact with us?」・「What best describes the reason for that contact?」。すべての設問は上でプレビューでき、自由に編集できます。
このアンケートの回答にはどのくらい時間がかかりますか？
回答者は通常、12問を約7分で回答し終えます。
テンプレートは編集できますか？
はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。
このテンプレートは無料で使えますか？
はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。
公開の準備はできましたか？
このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。
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