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Market Research

Consumer Financial Health & Behavior Survey

Measures how everyday consumers manage money: budgeting habits, financial stress, product usage, spending allocation, and satisfaction with their primary bank or financial provider. An AI follow-up interview digs into the real story behind a recent financial decision or stressful moment instead of settling for a scale score. Built for banks, fintechs, and researchers tracking consumer financial wellbeing.

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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14問・約7分
Q01
メッセージ

Hi! Thanks for taking a few minutes to talk about your finances. There are no wrong answers — we just want an honest picture of how you manage money day to day. This should take about 6 minutes and your responses are kept confidential.

Q02
選択式必須

Which of the following financial products or services do you currently use?

  • Checking or savings account
  • Credit card
  • Credit union membership
  • Investment account (stocks, ETFs, retirement)
  • Buy-now-pay-later service
  • Personal loan
  • Mobile payment app (e.g., Venmo, PayPal)
  • None of these
Q03
マトリクス必須

In the last 30 days, how often have you done each of the following?

4行 × 5列
  • Tracked my spending (app, spreadsheet, or otherwise)
  • Paid my credit card balance in full
  • Set money aside into savings before spending it
  • Reviewed my budget or financial plan
列: Never · Rarely · Sometimes · Often · Always
Q04
オピニオンスケール必須

Right now, how much stress do your personal finances cause you?

スケール: 0 – 10
最小:No financial stress at all最大:Extreme financial stress
Q05
ポイント配分必須

Thinking about a typical month, how do you split your take-home pay across these categories? Please allocate 100 points total.

  • Housing (rent or mortgage)
  • Debt payments (loans, credit cards)
  • Savings & investments
  • Everyday essentials (food, transport, utilities)
  • Discretionary spending (entertainment, dining out)
100ポイントを配分
Q06
ランク付け必須

When choosing a financial product or provider, rank these factors from most to least important to you.

  1. Low fees
  2. Interest rates or returns
  3. Ease of use (app or website)
  4. Customer service quality
  5. Trust or reputation of the provider
  6. Recommendations from friends or family
ドラッグして順位を付ける
Q07
評価スケール必須

How satisfied are you with your primary bank or financial provider?

範囲: 1 – 5
最小:Very dissatisfied最大:Very satisfied
Q08
オピニオンスケール必須

How likely are you to switch your primary bank or financial provider in the next 6 months?

スケール: 0 – 10
最小:Not at all likely最大:Extremely likely
Q09
AIインタビュー

Reconstruct one specific recent moment tied to the respondent's financial stress or switching-likelihood answer: what triggered it (a bill, a purchase, a bank interaction), what they actually did about it, and how it turned out. If their stress score was near zero, ask what habit or safety net makes them feel secure instead. If they said they're likely to switch providers, probe exactly what would need to happen for them to actually follow through.

Q10
選択式

What is your main financial goal for the next 12 months?

  • Build an emergency fund
  • Pay down debt
  • Save for a major purchase (home, car, etc.)
  • Increase retirement savings
  • Improve daily budgeting
  • No specific goal right now
Q11
選択式

What is your age range?

  • 18-24
  • 25-34
  • 35-44
  • 45-54
  • 55-64
  • 65 or older
  • Prefer not to say
Q12
選択式

What is your total annual household income?

  • Under $25,000
  • $25,000-$49,999
  • $50,000-$74,999
  • $75,000-$99,999
  • $100,000-$149,999
  • $150,000 or more
  • Prefer not to say
Q13
選択式

What is your current employment status?

  • Employed full-time
  • Employed part-time
  • Self-employed
  • Unemployed
  • Student
  • Retired
  • Prefer not to say
Q14
メッセージ

That's everything — thank you for being so open about your finances. Your answers will be combined with others to help shape better financial products and support, and kept confidential throughout.

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

  • Goes beyond satisfaction scales with an AI follow-up interview that reconstructs one specific recent financial decision or stressful moment, capturing the real story instead of just a score
  • Combines quantitative structure (matrix of monthly financial behaviors, constant-sum budget allocation, product ranking, satisfaction and switching-likelihood scales) with qualitative depth in one flow
  • Covers the full picture banks and fintechs need — product usage, spending allocation, stress levels, provider satisfaction, and 12-month financial goals — alongside standard income/employment/age demographics
  • Transparent prompts and automated per-response quality scoring give researchers visibility into how the AI probed and how reliable each response is, with an auto-generated report at the end

QuestionPro

Consumer Finances Survey Questions Template

A dedicated, fielding-ready template covering consumer financial topics, built on QuestionPro's established survey platform. It offers pre-written questions and standard logic/branching but is a fixed questionnaire rather than a conversational or adaptive instrument. Best suited for teams wanting a quick, editable static survey rather than deeper narrative insight.

優れている点

  • Purpose-built financial survey template (not a generic consumer behavior form)
  • Backed by a mature survey platform with broad question-library and distribution tooling
  • Likely offers customizable question logic and reporting dashboards typical of QuestionPro

物足りない点

  • Static question set with no adaptive AI follow-up to probe the reasoning behind a stressful financial moment
  • No voice AI interview option or guided screen-share task capability
  • No transparent, published prompt methodology or automated per-response quality scoring

よくあるご質問

「Consumer Financial Health & Behavior Survey」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14問含まれており、最初の設問は次のとおりです：「Hi! Thanks for taking a few minutes to talk about your finances. There are no wrong answers — we just want an honest pic…」・「Which of the following financial products or services do you currently use?」・「In the last 30 days, how often have you done each of the following?」。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、14問を約7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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