Smart Money People Logo


Need a bespoke survey to help meet a particular company objective, or to simply check what your customers think about you? Whatever you need, we've got you covered.

Surveys illustration

How our surveys work

You may have business-specific KPIs to monitor or a unique objective to plan for. 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 results you need. Private or public surveys are possible - talk to our team to find out more.

Route icon

Record data from every part of the customer journey

Target icon

Isolate specific needs, such as account closures or vulnerable customers

Brokers icon

Survey brokers, not just customers

Publish icon

Publish online or keep for internal use

Pen icon

Custom surveys, tailored to your needs

We'll start with a set of core questions for benchmarking, but you can add or remove questions to create a custom survey just for your specific needs.

Surveys designed to do more

Location icon

In branch, in person, online

You aren't limited to one or two channels - every touchpoint can be surveyed.

Product icon

Broker surveys

You can survey your intermediary network too, not just your customers.

Route icon

Surveys for the whole customer lifecycle

Bespoke surveys for every part of the journey, from first contact to account closure.

Additional insight collage

Get additional insights

Want to understand your customer-base in real depth? Get additional insights that help you build a detailed picture of who your customers are, what they think about your business, and what you can do to keep them informed and engaged.

Ready to get started?

If you want complete control over your customer feedback and data, get in touch today and we'll help you find the plan that suits your needs.