모든 템플릿

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.

샘플 질문

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질문 26개 · 약 11분
Q01
메시지

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
드롭다운

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
의견 척도

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

척도: 17
최소:Strongly disagree최대:Strongly agree
Q04
객관식

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
의견 척도

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

척도: 17
최소:Very dissatisfied최대:Very satisfied
Q06
의견 척도

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

척도: 15
최소:Not at all confident최대:Extremely confident
Q07
드롭다운

What is your age group?

  • 18–24
  • 25–34
  • 35–44
  • 45–54
  • 55–64
  • 65+
  • Prefer not to say
Q08
장문형

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

Q09
객관식

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
의견 척도

I understood which documents were required before I began.

척도: 17
최소:Strongly disagree최대:Strongly agree
Q11
AI 인터뷰

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
객관식

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
순위 매기기

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
드래그하여 순위 지정
Q14
객관식

How do you describe your gender?

  • Woman
  • Man
  • Non-binary
  • Prefer not to say
Q15
메시지

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

Q16
드롭다운

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
의견 척도

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

척도: 17
최소:Strongly disagree최대:Strongly agree
Q18
순위 매기기

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
드래그하여 순위 지정
Q19
의견 척도

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

척도: 17
최소:Not at all likely최대:Extremely likely
Q20
드롭다운

Where do you primarily reside?

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

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
의견 척도

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

척도: 17
최소:Strongly disagree최대:Strongly agree
Q23
드롭다운

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
드롭다운

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
드롭다운

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
의견 척도

Overall, how easy or difficult was the verification process?

척도: 17
최소:Very difficult최대:Very easy

포함된 기능

  • AI 후속 질문

    정형화된 설문이 놓치는 세부 내용을, 주관식 답변에 맞춰 AI가 심층 질문으로 끌어냅니다.

  • 주의력 확인 장치

    성의 없는 답변과 저품질 응답자를 걸러내는 내장 안전장치입니다.

  • AI가 작성한 문안

    문구, 질문 순서, 분기 로직까지 AI가 연구 목표에 맞춰 작성합니다.

  • 자동 리포트

    응답이 모이면 주요 주제, 인용문, 이해하기 쉬운 요약이 자동으로 작성됩니다.

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다른 설문 도구의 가장 유사한 템플릿을 검토했습니다. 그 도구들이 잘하는 점과, 이 템플릿이 한발 더 나아가는 지점을 정리했습니다.

이 템플릿을 선택하는 이유

  • 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.

잘하는 점

  • 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

아쉬운 점

  • 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.

잘하는 점

  • 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

아쉬운 점

  • 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

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