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Employee & HR

Fintech Employee Retention & Turnover Risk Pulse Survey

A structured pulse survey for fintech organizations measuring intent to leave, retention drivers, compensation fairness, manager effectiveness, and psychological safety to identify and mitigate turnover risk across teams and levels.

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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26問・約11分
Q01
メッセージ

Welcome to this brief, confidential pulse survey about your experience at work. Your participation is entirely voluntary and you may stop at any time. There are no right or wrong answers — we want your honest opinions. All responses are anonymized and will be reported only in aggregate to help inform workplace improvements. This should take about 12 minutes.

Q02
オピニオンスケール

Overall, how satisfied are you with your experience working here?

スケール: 1 – 7
最小:Very dissatisfied最大:Very satisfied
Q03
選択式

If you were to consider leaving, what would be your primary reasons? Select all that apply.

  • Compensation level
  • Benefits package
  • Workload or burnout
  • Limited career growth
  • Lack of recognition
  • Leadership direction or trust
  • Product strategy or mission fit
  • Tools, processes, or technical debt
  • Manager relationship
  • Team culture or collaboration
  • Flexibility (hours or location)
  • Commute or office location
  • Job security or company stability
  • Regulatory or compliance burden
  • Other (please specify)
Q04
オピニオンスケール

Compared with similar fintech companies, how would you rate the overall benefits package here?

スケール: 1 – 5
最小:Much worse最大:Much better
Q05
オピニオンスケール

Over the past 4 weeks, my workload has felt sustainable.

スケール: 1 – 7
最小:Strongly disagree最大:Strongly agree
Q06
自由回答（長文）

What is one change that would most increase your likelihood of staying for the next two years?

Q07
プルダウン

What is your primary function?

  • Engineering
  • Product
  • Design
  • Data / Analytics
  • Operations
  • Risk / Compliance
  • Customer Support / Success
  • Sales / Marketing
  • Finance
  • People / HR
  • Other
  • Prefer not to say
Q08
メッセージ

Thank you for completing this survey. Your responses are confidential and will be used to improve the workplace experience. We appreciate your honesty.

Q09
オピニオンスケール

How likely are you to actively look for a new role outside this company in the next 12 months?

スケール: 1 – 7
最小:Very unlikely最大:Very likely
Q10
ランク付け

Rank the following factors by how much they influence your decision to stay here (most important first).

  1. Compensation and benefits
  2. Career growth opportunities
  3. Manager and leadership quality
  4. Team culture and colleagues
  5. Work-life balance and flexibility
  6. Mission and product impact
  7. Job security and stability
  8. Learning and development
ドラッグして順位を付ける
Q11
オピニオンスケール

My total compensation feels fair for my role and the external market.

スケール: 1 – 7
最小:Strongly disagree最大:Strongly agree
Q12
オピニオンスケール

The meetings I attend are generally efficient and well-organized.

スケール: 1 – 7
最小:Strongly disagree最大:Strongly agree
Q13
AIインタビュー

We'd like to understand more about what matters most to you at work. An AI moderator will ask a couple of follow-up questions based on your earlier responses.

Q14
プルダウン

What is your current level?

  • Individual contributor
  • Manager (people manager)
  • Senior manager
  • Director
  • Senior director
  • VP
  • Executive
  • Prefer not to say
Q15
オピニオンスケール

How likely are you to recommend this company as a great place to work to a friend or colleague?

スケール: 1 – 7
最小:Very unlikely最大:Very likely
Q16
自由回答（長文）

Has anything happened recently that has affected how you feel about staying here? (optional)

Q17
選択式

Which aspects of compensation feel least competitive? Select all that apply.

  • Base pay
  • Annual bonus structure
  • Equity value and refresh cadence
  • Internal pay equity
  • Pay growth pace
  • Benefits value
  • Location-based pay policy
  • Transparency of pay bands
  • None — compensation feels competitive
  • Other (please specify)
Q18
オピニオンスケール

My direct manager actively supports my professional growth and development.

スケール: 1 – 7
最小:Strongly disagree最大:Strongly agree
Q19
自由回答（長文）

Based on your responses in this survey, please share any additional thoughts or feelings about your experience working here.

Q20
プルダウン

How long have you been with the company?

  • Less than 6 months
  • 6–12 months
  • 1–2 years
  • 3–4 years
  • 5+ years
  • Prefer not to say
Q21
オピニオンスケール

I feel safe raising concerns or problems without fear of negative consequences.

スケール: 1 – 7
最小:Strongly disagree最大:Strongly agree
Q22
プルダウン

Where do you primarily work?

  • Onsite
  • Hybrid
  • Remote
  • Prefer not to say
Q23
オピニオンスケール

I have sufficient opportunities for career advancement in my current role.

スケール: 1 – 7
最小:Strongly disagree最大:Strongly agree
Q24
プルダウン

Which region do you primarily work in?

  • North America
  • Europe
  • APAC
  • LATAM
  • Middle East / Africa
  • Prefer not to say
Q25
選択式

Which of the following changes would most encourage you to stay longer? Select up to 3.

  • Clear career pathways
  • Easier internal transfers
  • Mentorship or coaching
  • Transparent technical career ladder
  • Dedicated learning budget
  • More location flexibility
  • Better tooling and automation
  • Fewer shifting priorities
  • Greater autonomy and ownership
  • More competitive compensation reviews
  • Enhanced benefits (e.g., parental leave, mental health)
  • Recognition programs
  • Other (please specify)
Q26
プルダウン

What is your employment status?

  • Full-time
  • Part-time
  • Contractor
  • Intern
  • 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 quantitative turnover-risk signals (satisfaction, likelihood to leave, likelihood to recommend, compensation fairness, workload sustainability) with a ranked factor exercise so you can see what actually drives retention decisions, not just sentiment.
  • Includes a dedicated AI follow-up interview segment that can probe open-ended answers on what's affecting an employee's intent to stay, going beyond static text boxes to ask clarifying questions in the moment.
  • Segments respondents by function, level, tenure, work location, region, and employment status via dropdowns, enabling turnover-risk analysis cut by team and seniority.
  • Pairs structured multiple-choice reasons for leaving and compensation gaps with open-text and AI-moderated follow-up, giving both scoreable data and qualitative context in one instrument.

Jotform

Employee Retention Survey Form Template

A static, drag-and-drop form template aimed at general HR use rather than fintech-specific turnover risk. Good for quick deployment and branding customization, but the question set is generic and not built around adaptive follow-up or quality scoring. Best suited for teams wanting a simple, editable form rather than a structured research instrument.

優れている点

  • Easy drag-and-drop customization within Jotform's form builder
  • Broad template library and familiar form-hosting infrastructure
  • Simple to embed or share via link/email

物足りない点

  • No adaptive AI interviewing or voice interview option — purely static form fields
  • No automated per-response quality scoring or generated analysis report
  • Not tailored to fintech-specific compensation/retention drivers

QuestionPro

Employee Turnover Survey Template

A research-oriented turnover survey template from an established survey platform, likely including standard questions on reasons for leaving and satisfaction drivers. It benefits from QuestionPro's broader analytics and reporting tools, but the page presents a fixed template rather than a dynamic interview experience. No indication of adaptive follow-up questioning or transparent AI prompt logic.

優れている点

  • Backed by an established survey research platform with analytics dashboards
  • Template likely covers standard turnover/exit-intent question areas
  • Supports typical survey distribution and reporting features

物足りない点

  • No adaptive AI-driven follow-up interviews or voice AI option
  • No automated per-response quality scoring
  • No transparent prompt methodology published for how questions/analysis are generated

SurveyMonkey

Pulse Survey Template

A general-purpose employee pulse survey template rather than one specifically built around fintech turnover risk, compensation fairness, or manager effectiveness. It offers the reliability and simple UX SurveyMonkey is known for, but the template appears to be a generic starting point requiring significant customization to match retention-risk objectives. No adaptive interviewing capability is indicated.

優れている点

  • Widely recognized, easy-to-use survey builder
  • Fast to deploy for recurring pulse check-ins
  • Established reporting and benchmarking tools

物足りない点

  • Static question format with no adaptive AI or voice follow-up interviews
  • No automated quality scoring of individual responses
  • Generic pulse template, not tailored to fintech compensation/turnover-risk specifics

SurveySparrow

Manager Effectiveness Survey Template

This template is scoped specifically to manager effectiveness, which is only one dimension of QuestionPunk's broader turnover-risk pulse (which also covers compensation fairness, intent to leave, and psychological safety). SurveySparrow's conversational chat-style UI is a genuine strength for engagement, but it's a narrower, single-topic instrument rather than a full retention-risk diagnostic. No adaptive AI interviewing is evident.

優れている点

  • Conversational, chat-style survey format that can improve completion rates
  • Focused specifically on manager-employee relationship quality
  • Simple template structure for quick deployment

物足りない点

  • Narrower scope — covers manager effectiveness only, not compensation fairness, intent-to-leave, or psychological safety together
  • No adaptive AI follow-up or voice interview capability
  • No automated per-response quality scoring or auto-generated turnover-risk report

よくあるご質問

「Fintech Employee Retention & Turnover Risk Pulse 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26問含まれており、最初の設問は次のとおりです：「Welcome to this brief, confidential pulse survey about your experience at work. Your participation is entirely voluntary…」・「Overall, how satisfied are you with your experience working here?」・「If you were to consider leaving, what would be your primary reasons? 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、26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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