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        Turn metrics, drivers, and NLP into insights
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        React quickly and plan strategically.
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        Deepen brand loyalty to improve customer retention.
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        Drill down on metrics and open-ended feedback.
        Employee Journey
        Mind the gaps to ensure a consistent employee experience.
        Employee 360 Feedback
        Get the full picture with this powerful multi-view study.
        Candidate Experience
        Improve the experiences of your potential employees, too!
        Employee Wellbeing
        Build a healthier balance to sustain a thriving workplace.
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        Ensure your reviews empower learning and growth.
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        Curate a workplace that really works for you and your team.
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        Quick: What’s that industry in which everyone’s trying to improve customer and employee experiences? Oh, right — that’s every industry! Working to provide better experiences for everyone? There’s a good chance we can help.

        01Credit Union 02Healthcare 03Travel & Hospitality 04Higher Education 05Non-Profit 06B2C 07Airlines 08Manufacturing
        09Financial Services 10Government 11K12 12B2B 13Technology 14Retail 15Automotive 16Fitness
        Case Study
        VPFW + Sogolytics
        Read more

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        • Financial Services
        • Healthcare
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        • Higher Education
        • B2B
        • Non-Profit
        • Technology
        • B2C
        • Retail
        • Airlines
        • Automotive
        • Manufacturing
        • Fitness
    •  
      • Security

        Our top-tier certifications and practices ensure your data privacy and security every step of the way.

      • Automation and Integration 
      • Managed Services
      • Survey Templates

        Professionally designed questionnaires for a wide range of projects allow you to go live in no time.

    •  
      • Customized Success

        Our powerful, flexible solutions serve clients across industries and around the world. Their success is our success.

      • See Case Studies
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  • Products
    •  
        • Enterprise Feedback
        • Customer Experience
        • Employee Experience
        • Online Survey Tool (DIY)
        • Managed Services
        Products
        See all Products
        Explore SogoSurvey
        All plans have same awesome features!
        Plans differ only by responses, emails, and usage limits.
        Survey Design
        Build faster with intuitive survey creation options.
        Survey Distribution
        Publish, track delivery, and collect answers.
        Survey Participation
        Engage your audience to boost response rates.
        Reporting
        Turn results into reports you can share in minutes.
        Data Management
        Control your data in the format of your choice.
        All Features
        Explore our toolbox of powerful features.
        Every plan includes all Pro Max features!
        About
        SogoSURVEY

        Related Resources

        Security Automation & Integration
        Explore SogoCore
        Step up with our advanced survey solution.
        Take a Tour
        Our all-in-one platform simplifies project flows.
        Mobile App
        Get answers to go with the app that delivers.
        Poll Maker
        Learn how our quick polls make decisions easy.
        Form Builder
        Simplify workflows with quick forms and alerts.
        Assessment
        From quizzes to audits, scores deliver more.
        About
        SogoCORE

        Related Resources

        Security Automation & Integration
        Explore SogoCX
        Meet our complete customer experience platform.
        Omnichannel Experience
        Deliver consistently across channels.
        Voice of Customer
        Build understanding through deep listening.
        Customer Journey
        Find and fix friction points for smooth sailing.
        Customer Analytics
        Turn metrics, drivers, and NLP into insights
        Alerts & Action Plans
        React quickly and plan strategically.
        Net Promoter Score (NPS)
        Deepen brand loyalty to improve customer retention.
        About
        SogoCX

        Related Resources

        Security Automation & Integration
        Explore SogoEX
        Learn about our employee experience platform.
        Employee Engagement
        Uncover the drivers that impact employees most.
        Employee Pulse
        Easily track employee sentiment across time.
        HR Analytics
        Drill down on metrics and open-ended feedback.
        Employee Journey
        Mind the gaps to ensure a consistent employee experience.
        Employee 360 Feedback
        Get the full picture with this powerful multi-view study.
        Candidate Experience
        Improve the experiences of your potential employees, too!
        Employee Wellbeing
        Build a healthier balance to sustain a thriving workplace.
        Performance Management
        Ensure your reviews empower learning and growth.
        Company Culture
        Curate a workplace that really works for you and your team.
        Digital EX
        Streamline digital experiences to keep things moving.
        About
        SogoEX

        Related Resources

        Security Automation & Integration
        Explore Managed Services
        We manage your research from survey design to insights.
        Managed Survey Projects
        Survey Design Services
        Survey Panel Services
        K12 Managed Research
        Welcome
        TO sogolytics

        Related Resources

        Security Automation & Integration
      • Enterprise Feedback
        • Enterprise Feedback
        • Take a Tour
        • Mobile App
        • Poll Maker
        • Form Builder
        • Assessment
      • Customer Experience
        • Customer Experience Overview
        • Omnichannel Experience
        • Voice of Customer
        • Customer Analytics
        • Ticketing
        • Customer Journey
        • Alerts and Action
        • Net Promoter Score (NPS)
      • Employee Experience
        • Employee Experience Overview
        • Employee Engagement
        • Employee Pulse
        • HR Analytics
        • Employee Journey
        • Employee 360 Feedback
        • Candidate Experience
        • Employee Wellbeing
        • Performance Management
        • Company Culture
        • Digital EX
      • Online Survey Tool (DIY)
        • Online Survey Tool (DIY)
        • Survey Design
        • Survey Distribution
        • Survey Participation
        • Reporting
        • Data Management
        • All Features
      • Managed Services
        • Managed Services
        • Managed Survey Projects
        • Survey Design Services
        • Survey Panel Services
        • K12 Managed Research
      • See all Products
      • Help Desk Ticketing
        • Help Desk Ticketing
        • Features
        • Closing the Loop
        • Use Cases
    •  
      • Security
      • Automation and Integration 
      • Survey Templates
  • Solutions
    • Solutions By Function
        • Function
        • Industry

          Security Automation & Integration Managed Services
        Solutions
        Banks Credit Unions ConsultingFitnessHealthcare
        Higher EducationHospitality Human Resources K12Technology
        See all Solutions
        Case Study
        T3 Expo + Sogolytics
        Read more

        Related Resources

        On-Demand Webinar Library Survey Template Bank
        Solutions
        By Industry

        Quick: What’s that industry in which everyone’s trying to improve customer and employee experiences? Oh, right — that’s every industry! Working to provide better experiences for everyone? There’s a good chance we can help.

        01Credit Union 02Healthcare 03Travel & Hospitality 04Higher Education 05Non-Profit 06B2C 07Airlines 08Manufacturing
        09Financial Services 10Government 11K12 12B2B 13Technology 14Retail 15Automotive 16Fitness
        Case Study
        VPFW + Sogolytics
        Read more

        Related Resources

        On-Demand Webinar Library Survey Template Bank
    • Banks
    • Credit Unions
    • Consulting
    • Fitness
    • Healthcare
    • Higher Education
    • Hospitality
    • Human Resources
    • K12
    • Technology
    • See all Solutions
    • Solutions By Industry
        • Credit Union
        • Financial Services
        • Healthcare
        • Government
        • Travel & Hospitality
        • K12
        • Higher Education
        • B2B
        • Non-Profit
        • Technology
        • B2C
        • Retail
        • Airlines
        • Automotive
        • Manufacturing
        • Fitness
    •  
      • Security

        Our top-tier certifications and practices ensure your data privacy and security every step of the way.

      • Automation and Integration 
      • Managed Services
      • Survey Templates

        Professionally designed questionnaires for a wide range of projects allow you to go live in no time.

    •  
      • Customized Success

        Our powerful, flexible solutions serve clients across industries and around the world. Their success is our success.

      • See Case Studies
  • Pricing
  • Customers
  • Company
    •  
      • Company
        Team Careers Events
        Newsroom Brand Guidelines Contact
        About Us

        Contact Us

        Have a question or need support? Let’s talk!
      • Teams
      • Careers
      • Events
        •  
      • Newsroom
      • Brand Guidelines
      • Contact
      • About Us
  • Resources
    •  
        • User Guide
        • Video Library
        • Training
        • Webinars
        • Customer Stories
        • Survey Templates

          Blog Latest Releases
        Resources
        BlogLatest Releases Reports & eBooks Survey Templates
        TrainingUser Guide Video Library Webinars
        See all Resources
        Welcome
        to sogolytics

        Related Resources

        Create Your First Survey Project Getting Started With Sogolytics – Live Training
      • Blog
      • Latest Release
      • Reports & ebooks
      • Survey Templates
    •  
      • Training
      • User Guide
      • Video Library
      • Webinars
      • See all Resources
  • Create with AI Create with AI
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Search Blogs

Showing results for : financial services

Customer Experience
Financial Services
How CX Platforms Build Member Trust in Credit Unions
Every thing you need to know about this blog Credit unions rely on the trusting rela...
Ian Crowley
August 29, 2025 | 13 MIN READ
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Modern banks are enhancing the branch experience by connecting service quality to loyalty, sati...
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August 29, 2025 | 14 MIN READ
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The Future of Finance: Fintech’s Consumer-First Approach
As technology revolutionizes the financial services industry, are you ready for what's next? ...
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February 3, 2025 | 11 MIN READ
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Technologies Defining the Future of Consumer Finance
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January 12, 2024 | 8 MIN READ
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Healthcare
Transforming Engagement at Leading Industry Events: The Q1 Edition
In an era of experience is the foundation of business excellence, Sogolytics is excited to show...
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January 23, 2025 | 4 MIN READ
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February 12, 2026 | 7 MIN READ
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October 16, 2023 | 4 MIN READ
Customer Experience
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Market Research
Insights for Financial Institutions to Attract and Retain Millennials and Gen Z
Millennials and Gen Z are rewriting the rules of personal finance, seeking financial freedom, a...
Shrutika Desai
July 3, 2023 | 3 MIN READ
Best Practices
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BNPL & Banks: The Future of Spending
Marketing is powerful, there are seemingly endless ways to spend our money, and yet... aren't w...
Gordon Polovin
January 30, 2023 | 10 MIN READ

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