All templates

Mobile Banking App Experience & Satisfaction Survey

Measures how customers actually use your mobile banking app — login, transfers, bill pay, deposits — and where friction shows up, paired with a prioritization exercise for what to fix next. An AI follow-up interview reconstructs a real recent session in detail, surfacing the exact moment things broke down instead of vague complaints.

Sample questions

A preview of what’s in the template. Every question is editable before you launch.

13 questions · ~7 min
Q01
Message

Thanks for taking a few minutes to tell us about your mobile banking app experience! We want to understand what's working and what's getting in your way. This should take about 5 minutes, and your honest answers help us most.

Q02
Multiple ChoiceRequired

In the last 30 days, how often have you used the mobile banking app?

  • Not at all
  • Once or twice
  • Weekly
  • A few times a week
  • Daily or almost daily
Q03
Multiple ChoiceRequired

Which of these have you done in the app in the last 30 days? Select all that apply.

  • Checked balances or transaction history
  • Transferred money between accounts
  • Paid a bill or sent money to someone
  • Deposited a check by photo
  • Contacted customer support in the app
  • Set up or changed alerts/notifications
Q04
Opinion ScaleRequired

Overall, how satisfied are you with the mobile banking app?

Scale: 17
Min:Very dissatisfiedMax:Very satisfied
Q05
MatrixRequired

How satisfied are you with each of the following in the app?

6 rows × 5 columns
  • Logging in (password, PIN, or biometric)
  • Checking balances and transaction history
  • Transferring money between accounts
  • Paying bills or sending money to people
  • Depositing checks by photo
  • +1 more
Columns: Very dissatisfied · Dissatisfied · Neutral · Satisfied · Very satisfied
Q06
Rating ScaleRequired

Thinking about the last task you completed in the app, how easy was it to get done?

Range: 15
Min:Very difficultMax:Very easy
Q07
Multiple ChoiceRequired

In the last 30 days, did you run into any problem, error, or confusing moment while using the app?

  • Yes, at least once
  • No
Q08
AI Interview

Reconstruct what happened the last time the respondent tried to complete a task in the mobile banking app — what they were trying to do, whether it worked, and exactly where they got stuck or confused. If they reported a problem in the previous question, dig into what specifically broke and how they resolved it (or whether they gave up and used another channel, like a branch or phone call). If they reported no problems, ask about the one feature they'd most want improved and why it matters to their daily banking habits.

Q09
Best–Worst Trade-off (MaxDiff)Required

If we could only improve a few things about the app, which matter most to you?

  • Faster money transfers
  • More detailed transaction search and filters
  • Better in-app customer support (chat or call)
  • Stronger security features (e.g., biometric login options)
  • Clearer bill pay and scheduling
  • Budgeting and spending insights
  • Faster check deposit processing
  • Simpler navigation and app design
Pick best & worst per setBest:Most important to improveWorst:Least important to improve
Q10
Opinion ScaleRequired

How likely are you to recommend our mobile banking app to a friend or colleague?

Scale: 010
Min:Not at all likelyMax:Extremely likely
Q11
Multiple Choice

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
Q12
Multiple Choice

What is your age range?

  • 18-24
  • 25-34
  • 35-44
  • 45-54
  • 55-64
  • 65+
  • Prefer not to say
Q13
Message

That's everything — thank you! Your answers will feed directly into a report guiding what we fix and build next in the mobile banking app.

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

How it compares

We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.

Why this template

  • Goes beyond satisfaction ratings with an AI follow-up interview that reconstructs the respondent's actual last session (login, transfer, bill pay, deposit) to find the exact moment friction occurred, not just a vague complaint rating.
  • Combines quantitative coverage (usage frequency, feature checklist, satisfaction matrix, task-ease rating, NPS) with a MaxDiff prioritization exercise so you know what to fix first, not just what's broken.
  • Automated per-response quality scoring and transparent prompts mean you can trust the open-ended data and see exactly how the AI probed, rather than reading raw unstructured text.
  • Auto-generated reports turn structured ratings plus reconstructed session detail into a ready-to-share output, with no academic tier needed — just a free tier or the $50/mo Business plan.

Jotform

Mobile Banking Survey Form Template

A static, customizable form template built on Jotform's drag-and-drop form builder, aimed at collecting basic banking app feedback. It's ready to field quickly but relies on fixed question sets rather than any adaptive interviewing.

What it does well

  • Easy to customize within Jotform's builder
  • Quick to deploy for basic feedback collection
  • Familiar, widely-used form platform

Where it falls short

  • No adaptive AI follow-up questioning — every respondent sees the same static questions
  • No mechanism to reconstruct a specific recent user session or task
  • No automated quality scoring of responses

SurveySparrow

Mobile Banking Questionnaire Template

A conversational-style survey template focused on digital banking feedback, leveraging SurveySparrow's chat-like UI for a friendlier feel. The flow and branching logic are still pre-scripted rather than dynamically generated per respondent.

What it does well

  • Conversational chat-style presentation for better completion rates
  • Banking-specific question framing
  • Supports skip logic within a pre-built flow

Where it falls short

  • No true adaptive AI interviewing that probes based on each individual's answer
  • No task reconstruction or screen-share guided tasks
  • No published methodology for how responses are scored or analyzed

QuestionPro

Mobile app user experience survey template | Voice of the customer surveys

A general mobile app UX template positioned under QuestionPro's Voice of Customer suite, not specific to banking apps. It's a solid generic starting point but would need heavy customization for banking-specific flows like transfers or bill pay.

What it does well

  • Backed by a broader Voice of Customer analytics suite
  • Generic mobile app UX coverage applicable across industries
  • Established survey distribution and panel options

Where it falls short

  • Not banking-specific — lacks built-in login/transfer/bill pay/deposit framing
  • No adaptive AI interview to surface the specific breakdown moment in a task
  • No screen-share guided task or voice AI interview option

SurveyMonkey

Mobile App Survey Template & Questions

A general-purpose mobile app feedback template from SurveyMonkey, useful for broad usability and satisfaction questions but not tailored to banking-specific tasks. It functions as a static questionnaire rather than an interactive interview.

What it does well

  • Trusted, widely-used survey brand
  • Simple setup for general app feedback
  • Built-in benchmarking and analytics tools

Where it falls short

  • Not banking-specific, so no direct coverage of login, transfers, bill pay, or deposits
  • No adaptive AI follow-up to reconstruct a real recent session
  • No per-response quality scoring or transparent AI prompt methodology

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.