Episode 92 - Effectively and Strategically Using Surveys to Drive Growth for Your Bank or Credit Union

Surveys aren't just for collecting opinions—they’re tools for growth. In this episode, Meredith Olmstead and Nida Ajaz explore how banks and credit unions can use surveys strategically to deepen member relationships, improve product offerings, and make smarter, data-informed decisions. From onboarding to attrition, they share real use cases that turn feedback into action.

Key Takeaways:

Surveys + Data = Smarter Strategy: Relying on surveys alone can miss the mark. Marry member sentiment with real behavioral data to fuel better decisions.

Survey Timing Matters: Onboarding, application abandonment, and account closures are prime moments to gather actionable insights.

Make It Actionable: Use automation to route feedback, celebrate wins, respond to dissatisfaction, and drive follow-up campaigns (like Google reviews or referral asks).