Streamline Your ESG Materiality Assessment with Paperform

Financial services firms face mounting pressure to demonstrate environmental, social and governance (ESG) accountability. A robust ESG materiality assessment is the foundation of any credible sustainability strategy—helping you identify which ESG topics matter most to your business and stakeholders, and where your operations create the greatest impact.

This ESG Materiality Assessment Survey template is purpose-built for banks, asset managers, insurance companies and financial advisors conducting stakeholder consultations and double materiality analysis. Rather than juggling spreadsheets and email chains, you can deploy a professional, on-brand survey that captures nuanced stakeholder perspectives, prioritizes material topics, and generates actionable insights for your ESG reporting.

Why financial services teams choose Paperform for ESG assessments

Paperform gives sustainability, risk and compliance teams a no-code platform to design structured ESG surveys that reflect your firm's brand and collect the data you need for CSRD, GRI, SASB or TCFD reporting. The doc-style editor lets you mix explanatory text, matrix questions, rating scales and conditional logic, so stakeholders can navigate complex topics without survey fatigue.

Once responses start flowing in, AI Insights automatically summarizes themes, sentiment and priority rankings across your stakeholder groups—turning raw feedback into clear materiality matrices and executive summaries. You can also route submissions into your Stepper workflows to trigger follow-up interviews, assign topics to subject-matter experts, or update your GRC platform, keeping your entire ESG program connected and audit-ready.

Who this template is for

This template is designed for ESG managers, sustainability officers, risk and compliance teams, and investor relations professionals at financial institutions who need to:

• Conduct annual or biennial materiality assessments with internal and external stakeholders
• Align reporting with double materiality principles (impact and financial materiality)
• Identify, rank and validate ESG topics for disclosure and strategy development
• Demonstrate stakeholder engagement rigor for auditors, regulators and rating agencies

Because Paperform is SOC 2 Type II certified and GDPR compliant, you can confidently collect sensitive stakeholder feedback and route it through your governance workflows with full data sovereignty and access controls.

If your firm is scaling ESG across multiple regions or business units, Paperform's Agency+ plan makes it easy to manage separate surveys for different stakeholder cohorts while maintaining centralized oversight and reporting—ideal for global financial groups with decentralized sustainability teams.