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Online Surveys

for Banks & Financial Organisations

Easy-to-design online surveys: gather the data you need to make more informed decisions

Swift Digital is your all-in-one mobile and survey platform.

Create simple or complex surveys using over a dozen question types and branching logic. Use our built-in tools to see responses by question view or respondent view, and export advanced PDF and Excel reports directly from the platform.

See all this and more in action. Schedule a demo to see how our survey software can help you…

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15 different types of questions to prompt responses


Save time & resources with our simple survey builder


Custom-branded templates to promote your organisation


Encourage responses by making surveys easy to complete


Gather feedback & input for new products & services


Track, analyse & visualise data for quick interpretation

Some of Australia’s largest banks and financial organisations have selected Swift Digital as their engagement platform.

83 percent of marketers identify that the ability to make data-guided decisions is one of the most important capabilities.


Why Swift Digital?

Since 2001, the Swift Digital platform has been home for the marketing automation needs of some of Australia’s largest organisations.

As well as banks and financial organisations, we look after many government departments, educational institutions, legal firms, accounting practices, and superannuation and investment companies.

While our established name and strong reputation helps, it’s the effectiveness of our marketing automation services and the way we handle data that keeps organisations with us.

Our data servers are located in Australia, so all data is subject to strict local jurisdiction. Our platform is compliant with all privacy and anti-spam laws, bringing peace of mind to your customers.

As one of Australia’s first companies to provide online marketing services we’ve also expanded over the years to include email marketing, event management, mobile/SMS marketing, engagement scoring, and landing pages, as well as online surveys.

Your data is safer with us!

With data servers located in Australia, your data always remains under Australian jurisdiction. This gives our clients peace of mind – as does the fact that we’re fully compliant with all anti-spam and privacy laws.

We have numerous departments managing their contact lists and email campaigns in Swift Digital’s system, and the system has exceeded our expectations in what we’re able to accomplish. Swift has built in many functions to help save time and keep communications on brand. It works better than any bespoke system we’ve ever used.

The University of Melbourne

Some impressive statistics


Surveys Created


Questions Added


Responses Received

Packed to the rafters with survey features

15 question types

There are 15 question types to use in any combination and with any criteria.

Branded templates

High-quality, branded survey, email and page templates.

Custom subdomain

Branded URL’s for sharing surveys via email, online, on social media.

Anonymous or tracked

Set your surveys up for anonymous or identified feedback.

Multiple reporting options

View HTML or PDF reports with charts and graphs, or export to Excel.

Branching logic

Use logic and criteria to keep surveys concise and relevant.

Set open/close dates

Specify when you’d like to start and stop receiving responses.

Save and return functionality

Allow respondents to save progress and return at a later time.

Signature panels

Add a signatory box for compliance, permission and approval sign-offs.

Trigger emails

Automatically issue emails to respondents upon completion.

Landing pages

Build landing pages to provide more information and link to your surveys.

Multi-purpose forms

Use forms for surveys, feedback, data capture, registrations, etc.
LeasePlan Survey
AMP survey
UniBank Survey

Who's it for?

Are you looking for feedback on existing bank products and services to help you design new offerings?

Or do you simply want to find out what customers think of your online banking service?

Interacting with customers to gather feedback is important for banks and financial organisations on many levels: gathering the information to make informed decisions is key but also the very act of reaching out to customers shows that you value their opinions.

And the same applies if you are surveying employees or other stakeholders.

Online technology has made it much easier. You can now design and distribute surveys in a fraction of the time that paper surveys used to take.

Our online surveys are for any organisation looking for a smarter, more cost-effective way to compile and distribute surveys…

A simpler, more cost-effective way to run surveys:

  • Ask the right questions – up to 15 different message types included

  • Build surveys easily – our drag & drop builder makes it simple

  • Create user-friendly designs – templates that make it easy to respond

  • Improve completion rates – data saving & resumption for users

  • Keep surveys brief – branch logic makes questioning succinct

  • Display everywhere – responsive design for mobile devices

  • Improve branding – instantly-recognisable branded surveys

  • Get rapid insight – reports to highlight key trends

  • Promote your surveys – using optimised landing pages


What trends are driving your customers?

Understanding what your customers want, expect, and demand has never been easier.

Our online survey templates provide a quick and cost-effective way to design and distribute questions, encourage responses, and to collate and analyse the results.

It’s easy to identify key trends among customers, as well as employees, partners, and other stakeholders.

All feedback and opinion can be fed into reports that help decision-makers plan the best way forward, improving service levels or developing new product features.

In other words, create maximum impact with minimal demand on your precious time!

Email Triggers

Send automated emails with links to your surveys

When a client completes an appointment

Send “Client Feedback” email

Completion Email

Send automated completion email once survey has been submitted.

Client submits “Client Feedback” survey

Immediately send “Thank you” email

Build User Journeys

Build user journeys with unlimited paths, actions, and milestones

  • Build unlimited paths with various triggers to send email and SMS campaigns.
  • Set triggers to occur at any variable, from immediately to hundreds of days later.
  • Assign data conditions to triggers that must be met for campaigns to be sent.
  • Run, pause, edit, and clone campaign journeys at any time.

Need more than online surveys?

The Swift Digital platform can help banks and financial organisations with marketing automation across many channels – not just online surveys.

If you use Salesforce or another CRM, it will integrate easily with our automated email marketing, event management, landing pages, SMS and mobile, and customer engagement scoring.

You can build a more complete picture of each customer from a single, secure location, with all data protected by our Australian-based servers.

Learn more: Online Surveys

Email Marketing

Effortlessly create stunning emails, newsletters, and campaigns using our drag-and-drop email builder.

Event Management

From invite to check-in, you’ll have a beautifully branded and seamless event registration process.

Landing Pages

Build web pages like you build emails. Create forms to capture leads and contacts.

Mobile and SMS

Send personalised messages to your contacts and monitor responses.


Create user journeys and assign actions to occur based on milestones, dates, and behaviours.

Engagement Scoring

See who’s engaged and who’s not and target campaigns accordingly.

What's next?

1. Click ‘Get Started’
2. Fill out the form to submit a request
3. We’ll be in touch to help

Get Started

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