Can you query only my clients via my CRM?

Yes — by personalized link sent from your CRM, in compliance with GDPR and excluding recently attrited contacts.

Do you recruit very qualified targets (CSP+, wealth management)?

Yes — Episto qualifies based on income, assets, held products, and professional status for specific targets.

How do you measure a sector NPS for benchmarking?

Episto surveys the clients of competing banks and insurers in parallel with your clients to produce a comparable NPS.

Can you test a new offer before launch?

Yes — concept, pricing, conditions, subscription intent: all the key KPIs of an insurance or banking launch.

What is the confidentiality of customer data?

EU hosting, GDPR compliance, anonymized exports, and standard NDA signing: security by design.

Banks & insurance

Transform customer knowledge into a competitive advantage

The players that stand out today are those who listen best to their clients and adapt their offering faster than the market. Brand image, NPS, digital usage, product expectations: get a head start in 48 hours with Episto.

Launch your bank & insurance study

48hfieldwork completed on average

+300bank & insurance studies conducted

B2C and B2B all your targets

30+sectors addressed

Industry challenges banks & insurance

In financial services, trust is the first product you sell. Regularly measuring your brand's perception, customer satisfaction, and competitive positioning has become essential for managing your strategy.

Trust & image

Measure the strength of your brand capital against new entrants and neobanks.

NPS & satisfaction

Track recommendation and satisfaction at every stage of the customer journey.

Digital usage

Identify pain points and opportunities on mobile app, customer area, and digital journey.

In what cases to launch a study in the sectorbanks & insurance?

Mesurer la satisfaction sur le parcours client
Comparer votre niveau de recommandation à celui de vos concurrents
Tester l'attractivité d'une nouvelle offre avant son lancement
Comprendre les attentes non satisfaites de vos clients sur vos services
Suivre l'évolution de votre image de marque dans le temps
Identifier les irritants prioritaires sur vos canaux digitaux

How does Episto conduct your studies?

From questionnaire design to insight delivery, everything is integrated on the platform.

1
Framing & questionnaire
We define your objectives and design your study questionnaire: either independently or with our team of experts. Validation within 24 hours.
2
Multi-source recruitment
All your targets everywhere in the world via social networks or from your own contacts through your customer databases!
3
Fieldwork & AI analysis
Visualization of your collected results in real-time on your project interface with all the necessary features for data analysis and export.

Launch my study

Why Episto ?

From questionnaire design to insight delivery, everything is integrated on a single platform.

A conversational questionnaire

Engage your respondents with a smooth and natural interview experience, with verbatims up to 3 times longer.

Your studies in just a few days

A field completed in an average of 48 hours from launch to analysis, without compromising on quality.

Qualitative and quantitative combined

Thanks to AI, combine actionable data and rich insights in a single study.

All your targets accessible

Through social media or your own databases, reach all types of respondents around the world.

Live results

Your data accessible, translated, and analyzable in real-time on the Episto platform.

Expert support

The Episto team is by your side at every step, or independently if you prefer.

They listen to their clientsin banking & insurancewith Episto

Types of studies

1 result

Brand awareness studyBanking and insurance

Track the evolution of Crédit Agricole's reputation in Guadeloupe

Evaluate the effectiveness of its advertising campaigns and identify levers that improve brand perception in order to optimize future marketing strategies.

En savoir plus →

All your questions about

Find the answers to your questions here or contact us directly!

A classic collection project is completed in less than a week, from briefing to the availability of results. A need for support on questionnaire drafting and/or analysis can logically extend this timeframe.

Yes : a single platform to design, program, launch, and analyze your quantitative and qualitative studies. All the necessary features are available to you on the Episto platform.

Episto covers over 190 countries through social sampling via social media, which is used worldwide. Multi-country studies are launched and monitored simultaneously from the same platform.

AI is involved at every stage of your studies: generating questionnaires, automatically conducting qualitative interviews, analyzing and coding verbatim responses, and AI Insights assistant to question your results as you would with an expert. These features save our clients entire days of work per project.

Yes, Episto Connect includes a module to distribute your questionnaire directly from the platform to your CRM database, via email or SMS. You can also combine your internal database with social sampling recruitment to reach non-customers.

Episto's social sampling method has undergone rigorous parallel testing by the biggest research institutes (Opinionway, Kantar, Ifop, GfK). The non-compensation of respondents is the number one guarantee against over-reporting biases and professional respondents. Additionally, Episto can implement, in addition to its usual quality controls, other ad hoc controls on your study.

Episto is a French platform whose data is hosted in Europe, in total compliance with GDPR. This is a particularly important point for large brands and institutions that have strict requirements regarding data sovereignty.