모든 템플릿

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.

샘플 질문

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질문 26개 · 약 11분
Q01
메시지

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
의견 척도

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

척도: 17
최소:Very dissatisfied최대:Very satisfied
Q03
객관식

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
의견 척도

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

척도: 15
최소:Much worse최대:Much better
Q05
의견 척도

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

척도: 17
최소:Strongly disagree최대:Strongly agree
Q06
장문형

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

Q07
드롭다운

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
메시지

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

Q09
의견 척도

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

척도: 17
최소:Very unlikely최대:Very likely
Q10
순위 매기기

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
드래그하여 순위 지정
Q11
의견 척도

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

척도: 17
최소:Strongly disagree최대:Strongly agree
Q12
의견 척도

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

척도: 17
최소:Strongly disagree최대:Strongly agree
Q13
AI 인터뷰

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
드롭다운

What is your current level?

  • Individual contributor
  • Manager (people manager)
  • Senior manager
  • Director
  • Senior director
  • VP
  • Executive
  • Prefer not to say
Q15
의견 척도

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

척도: 17
최소:Very unlikely최대:Very likely
Q16
장문형

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

Q17
객관식

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
의견 척도

My direct manager actively supports my professional growth and development.

척도: 17
최소:Strongly disagree최대:Strongly agree
Q19
장문형

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

Q20
드롭다운

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
의견 척도

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

척도: 17
최소:Strongly disagree최대:Strongly agree
Q22
드롭다운

Where do you primarily work?

  • Onsite
  • Hybrid
  • Remote
  • Prefer not to say
Q23
의견 척도

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

척도: 17
최소:Strongly disagree최대:Strongly agree
Q24
드롭다운

Which region do you primarily work in?

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

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
드롭다운

What is your employment status?

  • Full-time
  • Part-time
  • Contractor
  • Intern
  • Prefer not to say

포함된 기능

  • AI 후속 질문

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    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

  • 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.

잘하는 점

  • 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

아쉬운 점

  • 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.

잘하는 점

  • 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

아쉬운 점

  • 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.

잘하는 점

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

아쉬운 점

  • 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.

잘하는 점

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

아쉬운 점

  • 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

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