Flow · Financial Services & Banking

Financial Services & Banking — Customer Satisfaction

A quick rating plus what mattered most, in under a minute.

A complete multi-step WhatsApp survey

This flow shows the full survey a financial services & banking customer would see: a verified business sender, a rich card, tappable answer options, and the follow-up questions that adapt to each response. Every survey message is fully customizable.

How WhatsApp surveys work for Financial Services & Banking

All flows

9:41

Harbor Bank

Business · WhatsApp

Today

Thanks for taking a moment — a couple of quick questions.

Your visit

How did we do, {{first_name}}?

Thanks for banking with us today. One tap, from your verified bank, tells us how the visit went.

★★★

Thanks! One more thing —

Your visit

What did you like most?

Pick the one that fits best.

QualityValue for money

Speed

Got it — just a bit more.

Your visit

How would you rate the staff who helped you?

One tap tells us how it went.

★★★

Appreciate that — one more:

Your visit

How likely are you to come back?

Pick the one that fits best.

Not sureProbably not

Definitely

Perfect, last one:

Your visit

Anything we could do better?

Type a quick note below.

No complaints here!

Thank you! Your feedback helps us improve.

WhatsApp message

A complete multi-step WhatsApp survey

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