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Churn SurveyFintech

Churn Survey for Fintech

Understand why users close accounts or stop using your financial platform.

When to Use

Trigger when a user initiates account closure or after 60+ days of inactivity.

Survey Questions (10)

1

What is the primary reason for leaving?

Multiple Choice
  • Fees too high
  • Found a better alternative
  • Security concerns
  • Missing features
  • No longer need the service
2

How satisfied were you with the platform overall?

Scale
3

How would you rate the security of our platform?

Scale
4

How transparent were our fees?

Scale
5

How would you rate our customer support?

Scale
6

Did you experience any technical issues?

Multiple Choice
  • Never
  • Rarely
  • Sometimes
  • Often
  • Constantly
7

What would need to change for you to reconsider?

Open-Ended
8

Which platform are you moving to?

Open-Ended
9

What feature would have kept you as a customer?

Open-Ended
10

Any final feedback?

Open-Ended

Best Practices

  • Be sensitive about financial data and trust concerns
  • Keep the survey very brief for account closures
  • Route trust-related feedback to the security team
  • Track churn reasons by cohort and acquisition channel

Related Templates

Churn Survey for SaaSChurn Survey for EcommerceChurn Survey for EducationNPS Survey for FintechCSAT Survey for FintechCES Survey for Fintech

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