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Fintech Pain Survey Template: Cash Flow, Marketing, Hiring

Uncover fintech pain points in cash flow, marketing, hiring, and software. Editable, ready-to-use survey template. Launch fast; get actionable 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

Sample Survey Items

Q1
dropdown
Which best describes your current work situation?
Q2
multiple choice
Which areas do you personally handle or influence in your work? Select all that apply.
  • I manage cash flow or finances
  • I work on marketing or growth
  • I handle hiring or contractors
  • I choose or manage software/tools
  • None of the above
Q3
multiple choice
Which, if any, of the following do you use at least weekly? Select all that apply.
  • Mobile banking app
  • Budgeting app (e.g., Mint, YNAB)
  • Payment app (e.g., PayPal, Venmo, Cash App)
  • Investing app (e.g., Robinhood, eToro)
  • Credit monitoring app
  • Buy Now, Pay Later service
  • Crypto wallet/exchange app
  • None of these
Q4
matrix
How much of a challenge is each area for you right now?
Q5
dropdown
Which one area is your biggest challenge right now?
Q6
multiple choice
Which specific issues are most challenging for you? Select up to 5.
  • Unpredictable revenue timing
  • Late or missed customer payments
  • Limited visibility into cash runway or forecast
  • Limited access to credit or working capital
  • Too few qualified leads
  • Unclear channel attribution
  • Low conversion on website/app
  • Hard to find qualified candidates or contractors
  • Onboarding and paperwork take too long
  • Too many tools to manage
  • Tools that don’t integrate well
  • Software subscriptions cost too much
Q7
long text
Briefly describe a recent example of this challenge and its impact.
Max 600 chars
Q8
constant sum
Roughly how did you spend your work time last month? Allocate a total of 100 points across the areas below.
Q9
ranking
Rank the outcomes that would help you most (1 = most helpful).
Q10
dropdown
Attention check: To confirm you’re paying attention, please select “I am paying attention.”
Q11
dropdown
Where are you primarily located?
Q12
dropdown
What is your age group?
Q13
dropdown
How do you describe your gender?
Q14
dropdown
What is the highest level of education you have completed?
Q15
dropdown
What is your current employment status?
Q16
dropdown
About how many people work at your company or main client?
Q17
long text
Is there anything else you’d like us to know about your situation or needs?
Max 600 chars
Q18
ai interview
AI Interview: 2 Follow-up Questions on Your Top Challenge
AI Interview
Q19
chat message
Thank you for your time—your input is greatly appreciated!

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Fintech Pain Survey Template: Cash Flow, Marketing, Hiring - Survey Template | QuestionPunk