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Finance & Insurance

Banking CX Survey: Financial Guidance, Risk Tolerance & Channel Preferences

Measures banking customers' channel usage and satisfaction, financial guidance needs and format preferences, and investment risk tolerance to inform CX strategy and product development.

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設問の例

テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。

全23問・約10分
Q01
メッセージ

Welcome, and thank you for participating! This survey takes approximately 11 minutes and asks about your banking habits, financial guidance preferences, and comfort with financial risk. Your participation is entirely voluntary—you may stop at any time. There are no right or wrong answers; we are interested in your honest opinions. All responses are confidential, anonymized, and reported only in aggregate to help improve banking services. Please answer based on your experience with your primary bank.

Q02
選択式

Do you currently hold at least one account (e.g., checking, savings, credit card) with a bank?

  • Yes
  • No
Q03
選択式

Which of the following products or services do you currently hold with your primary bank? (Select all that apply.)

  • Checking/current account
  • Savings account
  • Credit card
  • Personal loan
  • Mortgage
  • Investment/brokerage account
  • Other (please specify)
  • None of these
Q04
選択式

Which of the following financial guidance topics would be most useful to you right now? (Select all that apply.)

  • Managing monthly budget and cash flow
  • Building an emergency fund
  • Paying down debt
  • Choosing savings or investment products
  • Retirement planning
  • Fraud prevention and account security
  • Improving credit score
  • Buying a home or major purchase
  • Small business finances
  • Tax basics for individuals
  • Other (please specify)
Q05
オピニオンスケール

Overall, how comfortable are you with taking financial risk in exchange for potentially higher returns?

スケール: 1 – 7
最小:Not at all comfortable最大:Extremely comfortable
Q06
自由回答（長文）

Based on your responses in this survey, please share any additional thoughts or feelings about your banking experience or financial guidance needs.

Q07
プルダウン

What is your age?

  • 18–24
  • 25–34
  • 35–44
  • 45–54
  • 55–64
  • 65+
  • Prefer not to say
Q08
メッセージ

Thank you for completing this survey! Your responses have been recorded and will be used to improve banking services. If you have any questions, please contact [research team email].

Q09
選択式

Which single channel did you use most often with your primary bank in the past 3 months?

  • Mobile app
  • Bank website
  • ATM
  • Phone support
  • Branch visit
  • Chat/secure message
Q10
オピニオンスケール

When your bank provides financial guidance, how much detail do you prefer?

スケール: 1 – 7
最小:Brief overview only最大:Comprehensive, step-by-step detail
Q11
オピニオンスケール

How comfortable would you be if the value of your investments dropped temporarily over the next 12 months?

スケール: 1 – 7
最小:Very uncomfortable最大:Very comfortable
Q12
AIインタビュー

We'd like to learn a bit more about your banking and financial guidance preferences. An AI moderator will ask a couple of brief follow-up questions.

Q13
選択式

How do you describe your gender?

  • Woman
  • Man
  • Non-binary
  • Prefer not to say
Q14
オピニオンスケール

Thinking about the channel you used most often, how satisfied are you with that experience over the past 3 months?

スケール: 1 – 7
最小:Not at all satisfied最大:Extremely satisfied
Q15
選択式

How often would you like to receive financial guidance from your bank?

  • Weekly
  • Twice a month
  • Monthly
  • Quarterly
  • Only when I ask (on demand)
Q16
選択式

Do you currently hold any investments, with your primary bank or another provider?

  • Yes
  • No
Q17
プルダウン

In which country or region do you currently reside?

  • United States
  • Canada
  • United Kingdom
  • Australia
  • India
  • European Union
  • Other
Q18
ランク付け

Please rank these channels in order of your preference for routine banking tasks. (Drag to reorder; top = most preferred.)

  1. Mobile app
  2. Bank website
  3. ATM
  4. Phone support
  5. Branch visit
  6. Chat/secure message
ドラッグして順位を付ける
Q19
選択式

Which formats would you prefer for financial guidance content? (Select all that apply.)

  • In-app tips or checklists
  • Email articles or newsletters
  • Short videos
  • Live or recorded webinars
  • One-to-one advisor call
  • In-branch workshops
  • Printable guides
  • Chatbot walkthroughs or tutorials
  • Other (please specify)
Q20
選択式

What is your primary investment goal right now?

  • Grow wealth over the long term
  • Generate steady income
  • Preserve capital
  • Short-term goal (less than 3 years)
  • Not sure yet
Q21
選択式

What is the highest level of education you have completed?

  • Less than high school
  • High school or equivalent
  • Some college/associate degree
  • Bachelor's degree
  • Master's degree
  • Doctorate
  • Vocational/technical
  • Prefer not to say
Q22
選択式

At roughly what level of temporary loss would you reconsider your current investment approach?

  • About 2%
  • About 5%
  • About 10%
  • About 20% or more
  • Not sure
Q23
選択式

Which of the following best describes your current employment status?

  • Employed full-time
  • Employed part-time
  • Self-employed
  • Student
  • Homemaker/caregiver
  • Retired
  • Unemployed
  • Prefer not to say

含まれる機能

  • AIによる深掘り

    自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。

  • 注意確認設問

    急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。

  • AIが作成する設問文

    文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。

  • 自動レポート

    回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。

他ツールとの比較

ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。

このテンプレートを選ぶ理由

  • Combines channel usage/satisfaction, financial guidance preferences, and investment risk tolerance in a single 20-question flow, rather than splitting these across separate tools.
  • Includes an AI follow-up interview that lets respondents elaborate on their banking and financial guidance preferences beyond fixed-choice answers.
  • Uses a mix of ranking, opinion-scale, multiple-choice, and open-text formats (e.g., ranking channel preferences, scaled comfort with investment loss) to capture nuance that single-format questionnaires miss.
  • Pairs quantitative risk-tolerance questions (e.g., reconsideration threshold for temporary losses) with qualitative context, feeding into an auto-generated report for CX and product teams.

SurveySparrow

Risk Tolerance Questionnaire Template | Assess you financial risk

A fielding-ready template focused narrowly on assessing financial risk tolerance. It's useful for the risk-appetite portion of a banking CX study but doesn't address channel usage or guidance-format preferences. Positioned as a standalone risk questionnaire rather than a full CX instrument.

優れている点

  • Purpose-built for risk tolerance assessment
  • Banking-specific framing
  • Ready-to-use template format

物足りない点

  • No channel usage or satisfaction questions
  • Static question set with no adaptive follow-up probing
  • No mechanism to capture open-ended context behind risk answers

Jotform

Risk Tolerance Questionnaire Form Template

A basic form-builder template for capturing risk tolerance, similar in scope to SurveySparrow's offering. It's easy to customize visually but is a single-purpose form rather than a broader CX or guidance-preference survey. No indication of scoring or reporting logic beyond form submission.

優れている点

  • Simple, customizable form layout
  • Quick to deploy for basic risk screening
  • Familiar Jotform builder ecosystem

物足りない点

  • Limited to risk tolerance, no channel/CX or guidance content
  • No adaptive AI interviewing or voice interview option
  • No automated per-response quality scoring or analysis

SurveyMonkey

Customer Satisfaction Survey Template For Financial Services

A general financial-services CSAT template, likely covering satisfaction and possibly channel-related questions, but not built around investment risk tolerance or financial guidance preferences. Good as a baseline satisfaction survey but not a combined CX-plus-risk instrument.

優れている点

  • Financial-services-specific satisfaction focus
  • Backed by SurveyMonkey's established survey infrastructure
  • Likely includes standard CSAT/NPS-style questions

物足りない点

  • No investment risk tolerance or guidance-preference questions
  • Static question flow without adaptive AI or voice interview follow-up
  • No transparent prompt methodology or auto-generated qualitative report

よくあるご質問

「Banking CX Survey: Financial Guidance, Risk Tolerance & Channel Preferences」テンプレートにはどのような設問が含まれていますか？

すぐに使える設問が23問含まれており、最初の設問は次のとおりです：「Welcome, and thank you for participating! This survey takes approximately 11 minutes and asks about your banking habits,…」・「Do you currently hold at least one account (e.g., checking, savings, credit card) with a bank?」・「Which of the following products or services do you currently hold with your primary bank? (Select all that apply.)」。すべての設問は上でプレビューでき、自由に編集できます。

このアンケートの回答にはどのくらい時間がかかりますか？

回答者は通常、23問を約10分で回答し終えます。

テンプレートは編集できますか？

はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。

このテンプレートは無料で使えますか？

はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。

公開の準備はできましたか？

このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。

このテンプレートを使う無料で始める

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