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Market Research

Fintech Ad Effectiveness: Brand Lift & Recall Study

Measures advertising recall, brand awareness (unaided and aided), consideration lift, and brand preference across major money and payment apps. Designed for market researchers evaluating fintech campaign ROI.

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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25問・約11分
Q01
メッセージ

Welcome! Thank you for your interest in this study. This survey asks about your experience with money and payment apps, and any related advertising you may have noticed recently. It should take approximately 11 minutes to complete. Your participation is entirely voluntary, and you may stop at any time. There are no right or wrong answers — we are interested only in your honest opinions. All responses are confidential, will be anonymized, and reported only in aggregate. By continuing, you consent to participate in this research.

Q02
選択式

In the last 3 months, which of the following money-related activities have you done using apps? Select all that apply.

  • Used a mobile banking app
  • Sent or received money with a peer-to-peer app
  • Paid with a mobile wallet in-store
  • Invested using a mobile app
  • Applied for a loan or buy-now-pay-later service via an app
  • Opened an online-only bank account
  • None of these
Q03
自由回答（長文）

When you think of apps for managing, sending, or investing money, which brand comes to mind first?

Q04
選択式

Which of the following brands have you heard of? Select all that apply.

  • PayPal
  • Cash App
  • Venmo
  • Chime
  • Revolut
  • Wise
  • Robinhood
  • Coinbase
  • SoFi
  • Other (please specify)
  • I don't recognize any of these
Q05
選択式

In the past 4 weeks, have you seen any advertising for apps that help you manage, send, or invest money?

  • Yes
  • No
  • Not sure
Q06
オピニオンスケール

How likely are you to consider using a money management or payment app in the next 6 months?

スケール: 1 – 7
最小:Not at all likely最大:Extremely likely
Q07
オピニオンスケール

To what extent do you agree or disagree: "Money and payment apps make managing my finances easier."

スケール: 1 – 7
最小:Strongly disagree最大:Strongly agree
Q08
AIインタビュー

We'd like to explore your thoughts on money app advertising a bit further. An AI moderator will ask you a couple of follow-up questions based on your earlier responses.

Q09
プルダウン

What is your age?

  • 18–24
  • 25–34
  • 35–44
  • 45–54
  • 55–64
  • 65+
Q10
メッセージ

Thank you for completing this survey! Your responses have been recorded and will be used to help improve advertising and app experiences. We appreciate your time.

Q11
選択式

Where did you see that advertising? Select all that apply.

  • Online video (e.g., YouTube, streaming)
  • Social media feed or stories
  • TV or connected TV (CTV)
  • Streaming audio or music app
  • Podcast
  • Outdoor or transit ad
  • Search ad
  • In-app ad
  • Website banner
  • Other (please specify)
Q12
オピニオンスケール

Based on the ad you recalled, how likely are you to consider using that brand?

スケール: 1 – 7
最小:Not at all likely最大:Extremely likely
Q13
オピニオンスケール

To what extent do you agree or disagree: "I trust money and payment apps with my personal financial information."

スケール: 1 – 7
最小:Strongly disagree最大:Strongly agree
Q14
自由回答（長文）

Based on your responses in this survey, is there anything else you would like to share about money app advertising or your experiences with these apps?

Q15
選択式

What is your gender?

  • Woman
  • Man
  • Non-binary
  • Prefer not to say
Q16
選択式

Which brand was that ad for?

  • PayPal
  • Cash App
  • Venmo
  • Chime
  • Revolut
  • Wise
  • Robinhood
  • Coinbase
  • SoFi
  • Other (please specify)
  • Not sure / I don't remember
Q17
選択式

If you had to choose one money or payment app today, which would you pick?

  • PayPal
  • Cash App
  • Venmo
  • Chime
  • Revolut
  • Wise
  • Robinhood
  • Coinbase
  • SoFi
  • Other (please specify)
  • None of these
Q18
オピニオンスケール

To what extent do you agree or disagree: "Advertising for money apps helps me discover new features or services."

スケール: 1 – 7
最小:Strongly disagree最大:Strongly agree
Q19
プルダウン

Where do you currently live?

  • United States
  • United Kingdom
  • Canada
  • Australia
  • India
  • Germany
  • France
  • Brazil
  • Mexico
  • South Africa
  • Other
Q20
自由回答（長文）

Thinking about the ad you recalled, what stood out to you most? (For example: the message, a specific offer, the visuals, or something else.)

Q21
ランク付け

Please rank the features you value most when choosing a money or payment app (1 = most important).

  1. Low, transparent fees
  2. Security and fraud protection
  3. Ease of use
  4. Fast transfers and payments
  5. Customer support quality
  6. Rewards or cashback
ドラッグして順位を付ける
Q22
プルダウン

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
  • Postgraduate degree
  • Prefer not to say
Q23
選択式

What is your current employment status?

  • Working full-time
  • Working part-time
  • Self-employed
  • Student
  • Homemaker
  • Unemployed
  • Retired
  • Prefer not to say
Q24
プルダウン

Which best describes your total annual household income (before taxes)?

  • 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
Q25
選択式

Which smartphone operating system do you primarily use?

  • iOS (Apple)
  • Android (Google)
  • Other
  • I don't use a smartphone

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

  • Purpose-built for fintech brand lift: separate unaided and aided awareness questions specifically about money, payment, and investing apps, not generic brands
  • Captures the full ad-exposure funnel in one flow — recent ad exposure, channel recall, brand attribution, and an open-text probe on what stood out creatively
  • Measures consideration lift by comparing general category consideration against consideration for the specific recalled brand, plus a forced-choice brand preference question and feature-priority ranking
  • Includes an AI follow-up interview that dynamically probes respondents on their reaction to money-app advertising, going beyond what any static question list can surface

SurveyMonkey

Brand Pulse Survey: Campaign Awareness Template

A fielding-ready generic campaign awareness template, not built for fintech or payment-app brand tracking specifically. Useful as a starting point for basic recall/awareness questions, backed by SurveyMonkey's large respondent panel and benchmarking tools.

優れている点

  • Ready-to-field template with SurveyMonkey's established survey logic and distribution tools
  • Access to a large panel and industry benchmark data for comparison
  • Established brand awareness/campaign question structure

物足りない点

  • No adaptive AI follow-up interviewing — questions are fixed and don't probe individual responses further
  • Not tailored to fintech/money-app category recall or ad-channel attribution
  • No transparent, publishable methodology for how questions or scoring were generated

SurveySparrow

Brand Awareness Survey Template

A generic, conversational-style brand awareness template rather than a fintech ad-effectiveness study. It covers basic awareness and recall in SurveySparrow's chat-like UI but lacks category-specific structure for money apps.

優れている点

  • Conversational, chat-style question flow that may feel more engaging than a static form
  • Ready-to-field brand awareness template
  • Mobile-friendly presentation typical of SurveySparrow

物足りない点

  • No adaptive AI probing — conversational UI is scripted, not dynamically generated per response
  • No fintech-specific unaided/aided recall or consideration-lift structure
  • No automated per-response quality scoring or transparent prompt methodology

Jotform

Brand Awareness Survey Form Template

A basic, customizable form template for general brand awareness rather than a fintech-specific ad recall/brand lift instrument. Good for quick, simple form building but leaves category-specific design work to the researcher.

優れている点

  • Highly customizable drag-and-drop form builder
  • Ready-to-field template that's easy to adapt for many industries
  • Wide range of integrations typical of Jotform's platform

物足りない点

  • No adaptive AI follow-up interviewing or voice AI interviews — it's a static form
  • No fintech-specific ad-exposure, recall, or consideration-lift question flow
  • No automated response quality scoring or auto-generated analysis report

Typeform

Brand Awareness Survey Template

A polished, generic brand awareness template known for Typeform's conversational one-question-at-a-time design, but not tailored to fintech advertising or brand-lift measurement. Suitable for simple awareness checks rather than a full ad-effectiveness study.

優れている点

  • Clean, conversational one-question-at-a-time interface that tends to improve completion rates
  • Ready-to-field generic brand awareness template
  • Strong visual design typical of Typeform

物足りない点

  • No adaptive AI or voice interviewing — question order and content are fixed regardless of answers
  • No fintech-specific recall, ad-channel attribution, or consideration-lift structure
  • No transparent prompt methodology or automated quality scoring of responses

よくあるご質問

「Fintech Ad Effectiveness: Brand Lift & Recall Study」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25問含まれており、最初の設問は次のとおりです：「Welcome! Thank you for your interest in this study. This survey asks about your experience with money and payment apps,…」・「In the last 3 months, which of the following money-related activities have you done using apps? Select all that apply.」・「When you think of apps for managing, sending, or investing money, which brand comes to mind first?」。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、25問を約11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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