Survey customers
Need to understand a business challenge, investigate an issue, or simply find out what your customers think about you? Create bespoke surveys to get the exact information you need.
How our surveys work
We'll work with you to identify what you want to achieve from your survey, then develop bespoke question sets to help you get the exact information you need.
Record data from every part of the customer journey
Isolate specific cases, such as account closures or vulnerable customers
Survey brokers, not just customers
Gather sensitive feedback securely, without the results being published on our platform
Custom surveys, tailored to your needs
Customisable surveys
Start with core benchmarking questions and tailor them to your needs.
Deeper insights
Distribute surveys using unique, trackable URLs, allowing you to monitor response rates and engagement across different channels.
Comprehensive reporting
Gain a clear overview of your survey results with progress tracking and a detailed report at the end of your campaign.
Why use our surveys?
Multiple channels
Gather feedback across all customer interactions, whether online, in-branch, or through your intermediary network.
Effortless setup
Our surveys are quick and easy to implement, ensuring smooth creation with minimal effort.
Flexible survey options
Whether you need a one-off campaign or an ongoing, always-on solution, we've got you covered.
“The survey Smart Money People created exceeded all my expectations. Not only did it look great, it was easy to understand and to navigate through. This was no basic online survey.”
Michelle Ash - National Account Manager, Newcastle for Intermediaries
Tailored insights for specific cases
Our surveys allow you to gather sensitive feedback securely, without the results being published on our platform. Whether you need to gather insights to guide business decisions (e.g. a new online system or product change), engage with key stakeholders like brokers and suppliers, or hear from specific groups such as vulnerable customers, our surveys are flexible and designed to meet your unique needs.
Get started
To start using Smart Money People to survey your customers, or if you’ve any questions, complete the form below. We’ll be in touch within one business day.
More of what we offer
Close your insight gaps
We can help to overcome gaps in understanding by capturing insights at key touchpoints, tracking the impact of changes on broker and customer satisfaction.
Data and insight specialists
Our highly experienced team of data specialists will work with you to deliver actionable, financial services-focused insights, empowering your company to learn, grow and thrive.