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Finance & Insurance

Identity Verification Friction & Trust Assessment

Measures ease, clarity, trust, and drop-off points across KYC/AML identity verification flows. Designed for compliance, product, and UX teams seeking to reduce verification abandonment and improve onboarding completion rates.

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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 survey about your identity verification experience. This survey takes approximately 12 minutes and is completely voluntary — you may stop at any time. There are no right or wrong answers; we are interested in your honest opinions. Your responses are confidential and will be reported only in aggregate to help us improve our verification process. No individual responses will be shared externally.

Q02
プルダウン

In the past 6 months, how often have you used online or mobile financial services?

  • Daily
  • Weekly
  • Monthly
  • Less than monthly
  • Not at all
Q03
オピニオンスケール

The instructions at each step were clear and easy to follow.

スケール: 1 – 7
最小:Strongly disagree最大:Strongly agree
Q04
選択式

Which, if any, issues did you encounter during verification? Select all that apply.

  • Document upload failed
  • Photo quality was rejected
  • Camera or device didn't work as expected
  • Address verification failed
  • Name mismatch between documents
  • Liveness/face check was confusing
  • Unclear which documents were acceptable
  • Timeouts or connection problems
  • Concerns about data privacy
  • None of the above
Q05
オピニオンスケール

How satisfied or dissatisfied were you with the help or guidance available during verification?

スケール: 1 – 7
最小:Very dissatisfied最大:Very satisfied
Q06
オピニオンスケール

How confident are you that your personal data is handled securely during the verification process?

スケール: 1 – 5
最小:Not at all confident最大:Extremely confident
Q07
プルダウン

What is your age group?

  • 18–24
  • 25–34
  • 35–44
  • 45–54
  • 55–64
  • 65+
  • Prefer not to say
Q08
自由回答（長文）

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

Q09
選択式

Where did you complete your most recent identity verification with us?

  • Mobile app
  • Desktop website
  • In-branch
  • Phone support
  • Third-party link/integration
  • Not sure
Q10
オピニオンスケール

I understood which documents were required before I began.

スケール: 1 – 7
最小:Strongly disagree最大:Strongly agree
Q11
AIインタビュー

We'd like to understand more about any friction or difficulties you experienced during verification. Please share what happened, and we may ask a few follow-up questions.

Q12
選択式

Which help resources did you use, if any? Select all that apply.

  • In-app tips or tooltips
  • Step-by-step guide
  • Live chat
  • Phone support
  • Email support
  • FAQ/Help center
  • None of the above
Q13
ランク付け

Please rank the following areas from where improvement would help you most to least.

  1. Instructions and clarity
  2. Technical stability and speed
  3. Photo/document capture quality
  4. Identity matching and verification accuracy
  5. Help and support
  6. Privacy and transparency
ドラッグして順位を付ける
Q14
選択式

How do you describe your gender?

  • Woman
  • Man
  • Non-binary
  • Prefer not to say
Q15
メッセージ

Thank you for your time — your feedback will directly help us improve the verification experience for everyone.

Q16
プルダウン

Approximately when did that verification take place?

  • Within the last 7 days
  • 8–30 days ago
  • 1–3 months ago
  • 4–6 months ago
  • More than 6 months ago
  • Not sure
Q17
オピニオンスケール

I knew what to expect in terms of the steps involved and how long it would take.

スケール: 1 – 7
最小:Strongly disagree最大:Strongly agree
Q18
ランク付け

Please rank the following from most to least disruptive to your verification experience.

  1. Unclear instructions
  2. Technical errors
  3. Strict photo/document quality requirements
  4. Identity match failures
  5. Waiting for manual review
  6. Privacy concerns
ドラッグして順位を付ける
Q19
オピニオンスケール

If you needed to verify your identity with us again, how likely would you be to complete the process?

スケール: 1 – 7
最小:Not at all likely最大:Extremely likely
Q20
プルダウン

Where do you primarily reside?

  • United States
  • United Kingdom
  • Canada
  • Australia
  • European Union
  • Other/Rest of world
  • Prefer not to say
Q21
選択式

Did you complete the verification in one sitting?

  • Yes, completed on the first attempt
  • Yes, but it took multiple attempts
  • No, I could not complete it
  • I started but plan to finish later
Q22
オピニオンスケール

When something went wrong, the error messages helped me understand what to do next.

スケール: 1 – 7
最小:Strongly disagree最大:Strongly agree
Q23
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
  • Bachelor's degree
  • Master's degree
  • Doctorate
  • Professional degree (e.g., JD, MD)
  • Prefer not to say
Q24
プルダウン

Approximately how long did the verification take in total?

  • Less than 2 minutes
  • 2–5 minutes
  • 6–10 minutes
  • 11–20 minutes
  • More than 20 minutes
  • Not sure
Q25
プルダウン

What is your current employment status?

  • Employed full-time
  • Employed part-time
  • Self-employed
  • Unemployed and looking for work
  • Not employed and not seeking
  • Student
  • Retired
  • Prefer not to say
Q26
オピニオンスケール

Overall, how easy or difficult was the verification process?

スケール: 1 – 7
最小:Very difficult最大:Very easy

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 static satisfaction ratings by including an AI follow-up interview that probes deeper into specific friction points or difficulties a respondent mentions during verification.
  • Combines quantitative measures (clarity, confidence in data security, ease-of-use scales) with ranking questions that pinpoint which friction sources and improvement areas matter most.
  • Captures process-level context (channel used, time taken, whether completed in one sitting, specific errors encountered) so compliance/product teams can localize drop-off causes, not just overall sentiment.
  • Closes with an open-text reflection prompt and auto-generated reporting, turning raw responses into structured findings without manual coding.

Jotform

Identity Verification Form Template

A static intake-style form for collecting identity verification submissions (e.g., document upload, personal details) rather than a survey measuring user experience or friction. Useful as a data-collection form, not as an instrument for assessing trust, clarity, or drop-off causes. No interview or follow-up mechanism is present.

優れている点

  • Simple, ready-to-use form structure for collecting verification submissions
  • Likely supports file/document upload fields common to KYC intake
  • Easy to customize within Jotform's drag-and-drop builder

物足りない点

  • No adaptive AI follow-up questioning to explore why friction occurred
  • Not designed to measure experience-level constructs like trust, clarity, or satisfaction
  • No automated per-response quality scoring or auto-generated analysis reports

Typeform

Identity Verification Form Template

A conversational-style static form for capturing identity verification information, benefiting from Typeform's clean one-question-at-a-time UI. It is built for data intake rather than for evaluating verification friction, trust, or abandonment points across a flow. No mechanism for deeper qualitative probing exists.

優れている点

  • Polished, respondent-friendly one-question-at-a-time interface
  • Simple branching logic available for basic conditional paths
  • Fast to deploy for straightforward identity data collection

物足りない点

  • Lacks adaptive AI interviewing to dig into specific pain points respondents mention
  • No built-in voice interview option or guided screen-share task capability
  • No transparent prompt methodology or automated quality scoring of responses

よくあるご質問

「Identity Verification Friction & Trust Assessment」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 survey about your identity verification experience. This survey takes approximately 12 minutes and is co…」・「In the past 6 months, how often have you used online or mobile financial services?」・「The instructions at each step were clear and easy to follow.」。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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