How to run a customer survey for your money app

By SendPay Business · · 2 min read

How to run a customer survey for your money app

You cannot talk to every customer, but a short survey lets you hear from many of them at once. Done well, it tells you exactly what to fix and what to build next.

Keep it shortAsk useful questionsSend it at the right moment

Keep it short

Five questions or fewer. People will finish a survey that takes two minutes and abandon one that takes ten.

Ask useful questions

A simple set:

  1. What do you use the app for most?
  2. What almost stopped you signing up?
  3. What is the most annoying thing about it?
  4. What one thing should we add next?
  5. Would you recommend it to a friend, and why?

Send it at the right moment

Ask a few weeks after someone signs up, when they have used the app but still remember what it was like to start.

Share what you changed

Tell customers what you learned and what you are fixing. People answer the next survey when they see the last one mattered.

Build it

Create your own financial platform.

Pick a template, name it, brand it, preview every page before you pay. Your brand, your users, your fees.

Build my platform →

Questions people ask

How do I use the feedback?

The feedback guide covers turning answers into improvements.

Use customer feedback →
What about customers who leave?

The guide on customers who stop covers learning from people who leave.

Learn from customers who stop →
Can I call it a bank?

In most countries "bank" is a protected word you can only use with a banking licence. Call it an account, a wallet, an app or a platform. The accounts and payments behind a SendPay Business platform are powered by licensed partners.

Is there a step-by-step plan I can follow?

Yes. The free launch checklist takes you from picking your people and naming your app to setting fees, going live and winning your first ten customers.

Digital bank app launch checklist →
How do I start?

Pick a template, name it and preview every page before you pay. Your platform can be live on your own domain within 24 hours of confirmation.

Build my platform →

Read next

This guide is general information, not legal or financial advice. SendPay Business is a technology company, not a bank, and does not take deposits; regulated services on the platforms are provided by licensed partners. PayPal, Patreon and Substack are named as reference points only and are not affiliated with SendPay Business.