Financial Services Contact Center Evaluation Survey Form
Financial Services Contact Center Evaluation Survey Form — share feedback about a recent interaction.
When did your interaction take place?
*
Today
Within the past week
Within the past month
More than a month ago
How did you contact the center?
*
Phone
Email
Chat
Other
What was the main reason for contacting the center?
*
Account or service question
Billing or transaction question
Technical support
Make a change to a service
Complaint or concern
Other
How satisfied were you with the wait time?
*
Very dissatisfied
1
2
3
4
Very satisfied
5
1 is Very dissatisfied, 5 is Very satisfied
How would you rate the agent’s courtesy?
*
Very poor
1
2
3
4
Excellent
5
1 is Very poor, 5 is Excellent
How would you rate the agent’s knowledge?
*
Very poor
1
2
3
4
Excellent
5
1 is Very poor, 5 is Excellent
How well was your issue resolved?
*
Not at all
1
2
3
4
Completely
5
1 is Not at all, 5 is Completely
How clear was the agent’s communication?
*
Very unclear
1
2
3
4
Very clear
5
1 is Very unclear, 5 is Very clear
How would you rate your overall contact center experience?
*
Very poor
1
2
3
4
Excellent
5
1 is Very poor, 5 is Excellent
What suggestions or comments would you like to share?
Submit feedback
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