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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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질문 25개 · 약 11분
Q01
메시지

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
객관식

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
장문형

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

Q04
객관식

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
객관식

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
의견 척도

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

척도: 1 – 7
최소:Not at all likely최대:Extremely likely
Q07
의견 척도

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

척도: 1 – 7
최소:Strongly disagree최대:Strongly agree
Q08
AI 인터뷰

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
드롭다운

What is your age?

  • 18–24
  • 25–34
  • 35–44
  • 45–54
  • 55–64
  • 65+
Q10
메시지

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
객관식

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
의견 척도

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

척도: 1 – 7
최소:Not at all likely최대:Extremely likely
Q13
의견 척도

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

척도: 1 – 7
최소:Strongly disagree최대:Strongly agree
Q14
장문형

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
객관식

What is your gender?

  • Woman
  • Man
  • Non-binary
  • Prefer not to say
Q16
객관식

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
객관식

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
의견 척도

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

척도: 1 – 7
최소:Strongly disagree최대:Strongly agree
Q19
드롭다운

Where do you currently live?

  • United States
  • United Kingdom
  • Canada
  • Australia
  • India
  • Germany
  • France
  • Brazil
  • Mexico
  • South Africa
  • Other
Q20
장문형

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
순위 매기기

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
드래그하여 순위 지정
Q22
드롭다운

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
객관식

What is your current employment status?

  • Working full-time
  • Working part-time
  • Self-employed
  • Student
  • Homemaker
  • Unemployed
  • Retired
  • Prefer not to say
Q24
드롭다운

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
객관식

Which smartphone operating system do you primarily use?

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

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.

다른 서비스와 비교

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

이 템플릿을 선택하는 이유

  • 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.

잘하는 점

  • 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

아쉬운 점

  • 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.

잘하는 점

  • 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

아쉬운 점

  • 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.

잘하는 점

  • 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

아쉬운 점

  • 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.

잘하는 점

  • 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

아쉬운 점

  • 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

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