Fintech and Financial App User Segmentation Survey Template
Segment fintech app users by behavior, needs, and demographics. Build personas and prioritize features with data-backed insights.
What's Included
AI-Powered Questions
Intelligent follow-up questions based on responses
Automated Analysis
Real-time sentiment and insight detection
Smart Distribution
Target the right audience automatically
Detailed Reports
Comprehensive insights and recommendations
Template Overview
23
Questions
AI-Powered
Smart Analysis
Ready-to-Use
Launch in Minutes
This professionally designed survey template helps you gather valuable insights with intelligent question flow and automated analysis.
Sample Survey Items
Q1
Chat Message
Welcome! This short survey asks about your use of financial apps, what matters to you, and a few demographics. There are no right or wrong answers.
Q2
Multiple Choice
How often do you use any financial app (banking, payments, investing)?
Daily
Several times a week
Once a week
A few times a month
Monthly or less
Never
Q3
Multiple Choice
Which types of financial apps or services do you currently use? Select all that apply.
Mobile banking app from my bank
Neobank or digital-only bank
Person-to-person payments (e.g., Venmo, Cash App)
Buy now, pay later (BNPL)
Budgeting or expense tracking app
Investment or stock trading app
Robo-advisor or automated investing
Cryptocurrency exchange or wallet
Savings or round-up app
Credit score/monitoring app
None of the above
Other
Q4
Short Text
What is the one financial app you use most often? (Optional)
Max 100 chars
Q5
Matrix
In the past 3 months, how often did you use financial apps for each task?
Rows
Never
Rarely
Sometimes
Often
Very often
Check balances or transactions
•
•
•
•
•
Transfer money between accounts
•
•
•
•
•
Pay bills
•
•
•
•
•
Budget tracking or insights
•
•
•
•
•
Investing or trading
•
•
•
•
•
Send/receive P2P payments
•
•
•
•
•
Buy/sell cryptocurrency
•
•
•
•
•
Q6
Multiple Choice
Attention check: To confirm you’re paying attention, please select “I am paying attention.”
I am paying attention
I am not paying attention
I prefer to skip this question
Banana
Q7
Rating
Overall, how satisfied are you with the financial apps you use?
Scale: 11 (star)
Min: Very dissatisfiedMax: Very satisfied
Q8
Opinion Scale
How much do you trust financial apps to keep your money and data safe?
Range: 1 – 10
Min: Do not trust at allMid: NeutralMax: Completely trust
Q9
Ranking
Rank the following factors from most to least important when choosing a financial app.
Drag to order (top = most important)
Low/transparent fees
Security and privacy
Ease of use
Speed of transfers
Rewards/cashback
Customer support quality
Interest rates/APY
Q10
Constant Sum
Allocate 100 points across these factors to show their relative importance (higher = more important).
Total must equal 100
Low/transparent fees
Security and privacy
Ease of use
Speed of transfers
Rewards/cashback
Customer support quality
Interest rates/APY
Min per option: 0Whole numbers only
Q11
Multiple Choice
Which, if any, would you consider trying in the next 6 months? Select all that apply.
Open an account with a neobank
Use buy now, pay later for a purchase
Try a robo-advisor
Start using a cryptocurrency wallet or exchange
Use a round-up savings tool
Get an earned wage access/paycheck advance service
None of the above
Other
Q12
Numeric
What is the maximum monthly fee you would be willing to pay for a financial app that meets your needs? (USD)
Accepts a numeric value
Whole numbers only
Q13
Multiple Choice
Which device do you mainly use for financial apps?
Smartphone
Tablet
Laptop/Desktop
Other
Q14
Multiple Choice
What is your age?
18–24
25–34
35–44
45–54
55–64
65+
Prefer not to say
Q15
Multiple Choice
Which best describes your gender?
Woman
Man
Non-binary
Prefer to self-describe (optional text next)
Prefer not to say
Q16
Short Text
If you prefer to self-describe your gender, please enter it here. (Optional)
Max 100 chars
Q17
Short Text
Country where you currently live:
Max 100 chars
Q18
Multiple Choice
What is the highest level of education you have completed?
Less than high school
High school or GED
Some college or 2-year degree
Bachelor’s degree
Graduate or professional degree
Other
Prefer not to say
Q19
Multiple Choice
What is your current employment status?
Employed full-time
Employed part-time
Self-employed
Student
Homemaker
Unemployed
Retired
Unable to work
Prefer not to say
Q20
Multiple Choice
What is your total 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
Q21
Long Text
Is there anything else you’d like to share about your experiences with financial apps? (Optional)
Max 600 chars
Q22
AI Interview
AI Interview: 2 Follow-up Questions on your financial app use
AI InterviewLength: 2Personality: [Object Object]Mode: Fast
Q23
Chat Message
Thank you for your time—your responses have been recorded.
Frequently Asked Questions
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