Flow · Financial Services & Banking

Financial Services & Banking — Net Promoter Score

The classic loyalty metric — one recommendation score plus the reason behind it.

A complete multi-step WhatsApp survey

This flow shows the full survey a financial services & banking customer would see: a verified business sender, a rich card, tappable answer options, and the follow-up questions that adapt to each response. Every survey message is fully customizable.

How WhatsApp surveys work for Financial Services & Banking

All flows

9:41

Harbor Bank

Business · WhatsApp

Today

Got 30 seconds? One score, one reason.

Your visit

How likely are you to recommend us to a friend or colleague, {{first_name}}?

One tap tells us how it went.

★★★

Thanks! One more thing —

Your visit

What's the primary driver of your score?

Pick the one that fits best.

PriceReliability

Product quality

Got it — just a bit more.

Your visit

What is the main reason for your score?

Type a quick note below.

All good, appreciate you asking!

Perfect, last one:

Your visit

Would you like someone from our team to follow up?

Pick the one that fits best.

Yes, please

Thanks — this genuinely shapes what we do next.

WhatsApp message

A complete multi-step WhatsApp survey

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