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CSAT350+ companies surveyed

CSAT Benchmarks for Financial Services

Satisfaction in financial services depends heavily on issue resolution speed and channel availability. Customers expect seamless omnichannel experiences, and providers that offer 24/7 digital support alongside human advisors for complex queries score highest.

CSAT Score Distribution

Bottom Quartile58%
Average73%
Median71%
Top Quartile81%
Top Performers88%

CSAT scale: 0% to 100%

Score Breakdown

73%

Average Score

71%

Median Score

58%

Bottom Quartile

81%

Top Quartile

88%

Top Performers

Tips to Improve Your CSAT

  1. 1

    Offer 24/7 support for account-critical issues like fraud and lockouts.

  2. 2

    Use biometric authentication to simplify secure login.

  3. 3

    Proactively alert customers to unusual activity or upcoming payment dates.

  4. 4

    Provide clear, jargon-free explanations for all products and services.

  5. 5

    Measure satisfaction at each stage of the onboarding journey.

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