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Surveys

Post-first-trade NPS survey for retail investors

Financial Services

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Trigger a 2-question NPS survey for retail investors immediately after they complete their first trade. Question 1: 'On a scale of 0–10, how likely are you to recommend [Platform] to a friend or colleague who is interested in investing?' Question 2 (open text): 'What was the primary reason for your score?' Send to all users who execute a first trade, exclude users in active A/B experiments, and store responses tagged with account type and acquisition channel.

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