Investment Services Feedback

Gathers insights on customer satisfaction with investment services, including portfolio management, returns, and advisory support.

Survey Preview

  • Date *

  • How satisfied are you with the overall investment services offered by this bank? *

  • How well do the investment services meet your financial goals and needs? *

  • How satisfied are you with the range of investment options available? *

  • How easy is it to understand the investment products and services provided? *

  • How satisfied are you with the risk assessments and portfolio management services? *

  • How satisfied are you with the communication from the bank regarding your investments? *

  • How satisfied are you with the fees and charges associated with the investment services? *

  • How confident do you feel in the bank’s ability to manage your investments? *

  • How likely are you to recommend the bank’s investment services to others? *