Quibzy for Financial Services

Customer experience research for fintechs, brokers and financial advisers

Fintechs, digital banks, investment platforms and advisory firms use Quibzy to understand app experience, test new features and measure loyalty. Surveys are anonymous by default and never ask for account numbers or passwords.

For fintech, investment services, financial technology.

Browse Financial Services templates Create a free survey

Who uses Quibzy in financial services

Product and growth teams

Survey app users on ease, trust and fees
Prioritise features
Test pricing and concepts

Customer experience teams

Run NPS and CES programmes
Follow up on resolved service cases
Collect structured enquiries

Advisers and relationship managers

Run client onboarding questionnaires
Take consultation bookings
Measure client satisfaction

Use cases

Understand your app experience

Feature usage, ease, trust and fee clarity with an NPS benchmark.

Templates: Fintech App Experience Survey, Customer Effort Score (CES)

Validate before you launch

Concept tests, feature ranking and willingness-to-pay research.

Templates: Product Concept Validation, Feature Prioritization Survey, Market Research & Product Validation Survey

Track loyalty

NPS and service-resolution surveys after key moments.

Templates: Net Promoter Score (NPS), Service Resolution Feedback

Onboard advisory clients

Goals, timelines and preferences gathered before the first meeting.

Templates: Client Onboarding Questionnaire, Consultation Booking Enquiry

How Quibzy fits financial services teams

Anonymous by default; templates remind respondents never to share PINs, passwords or account numbers.
Team roles (owner, admin, editor, analyst, viewer), restricted surveys and an activity log keep data in the right hands.
Two-step verification for your team's accounts.
Business plans add webhooks and API keys, so new responses can flow into your own tools.
Respondents never need an account, and surveys are anonymous by default.