Banking CES Survey Template
Measure how easy everyday banking tasks are, in-app and in-branch. Recommended timing: after a completed transaction or request.
What this survey is for
Find high-effort banking journeys across channels.
Example questions
- 1
How easy was it to complete your banking task today?
CES
- 2
What did you need to do?
Single choice
- 3
Which channel did you use?
Single choice
- 4
What would have made this easier?
Open text
- Send the banking ces survey at the moment it's most relevant to the respondent.
- Keep it short — every extra question lowers completion.
- Always include at least one open-text question so AI can surface themes.
- Segment responses by audience and touchpoint to find what to fix first.
- Close the loop with respondents when you act on their feedback.
Frequently asked questions
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