Connect Surveys
To Your Core
Complete the feedback loop with automated onboarding surveys to improve your retention. Take action based on individual survey responses that are tied to your core customer records in Core iQ.
Send Surveys Effortlessly
Set up surveys to go out after trigger events and start building feedback loops to improve your internal processes. Responses are automatically updated in real time, providing insight into areas like your onboarding process and account opening procedures.
Unlimited Survey Templates
Craft the perfect survey using pre-built templates, an industry standard question bank, and your own custom questions and follow-ups. Your branded surveys will look great on any device and we never charge you for creating a new survey template.
Get Hassle-Free Insights
Dive into response data and take action without having to manually move data around. Core iQ connects survey responses back to account holders so you don’t have to. Visualized your survey response data using our Survey Response Dashboard which can be easily exported for presentations and board packages.
Want to learn more? Learn how our customers are closing the loop with Core iQ surveys.
Create Lists in Seconds
Build custom lists of people to survey based on the products they have, account activity, even things like age and assigned branch. Or upload a list from another data system to send out a group survey for any occasion.
Survey Templates
