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

Template Overview

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

Dropdown

Which best describes your current work situation?

Self-employed or freelancer
Owner/partner of a small business (1–50 employees)
Employee at a small business (1–50 employees)
Employee at a medium/large company (51+ employees)
Student
Not working currently
Other

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

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

Matrix

How much of a challenge is each area for you right now?

Rows	1 - Not at all challenging	2 - Slightly challenging	3 - Moderately challenging	4 - Very challenging	5 - Extremely challenging
Cash flow management	•	•	•	•	•
Marketing and growth	•	•	•	•	•
Hiring or working with contractors	•	•	•	•	•
Software/tools you use	•	•	•	•	•

Dropdown

Which one area is your biggest challenge right now?

Cash flow/finances
Marketing and growth
Hiring/contracting
Software/tools

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

Long Text

Briefly describe a recent example of this challenge and its impact.

Max 600 chars

Constant Sum

Roughly how did you spend your work time last month? Allocate a total of 100 points across the areas below.

Total must equal 100

Finances/cash flow
Marketing/growth
Hiring/contracting
Software/tools
Operations/admin

Min per option: 0Whole numbers only

Ranking

Rank the outcomes that would help you most (1 = most helpful).

Drag to order (top = most important)

Improve cash predictability
Get more qualified leads
Hire or contract faster
Reduce software/tooling costs
Automate routine financial/admin tasks

Q10

Dropdown

Attention check: To confirm you’re paying attention, please select “I am paying attention.”

I am paying attention
I am not paying attention
Prefer not to say

Q11

Dropdown

Where are you primarily located?

North America
Europe
Asia-Pacific
Latin America
Middle East/Africa
Multiple regions
Prefer not to say

Q12

Dropdown

What is your age group?

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

Q13

Dropdown

How do you describe your gender?

Male
Female
Non-binary
Prefer not to say

Q14

Dropdown

What is the highest level of education you have completed?

High school or less
Some college or vocational
Bachelor’s degree
Graduate/professional degree
Other
Prefer not to say

Q15

Dropdown

What is your current employment status?

Full-time employed
Part-time employed
Self-employed
Business owner
Student
Not working
Prefer not to say

Q16

Dropdown

About how many people work at your company or main client?

Just me (solo)
2–5
6–10
11–50
51+
Not applicable

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 InterviewLength: 2Personality: [Object Object]Mode: Fast

Q19

Chat Message

Thank you for your time—your input is greatly appreciated!

Frequently Asked Questions

What is QuestionPunk?

QuestionPunk is a lightweight survey platform for live AI interviews you control. It's fast, flexible, and scalable—adapting every question in real time, moderating responses across languages, letting you steer prompts, models, and flows, and even generating surveys from a simple prompt. Get interview-grade insight with survey-level speed across qual and quant.

How do I create my first survey?

Sign up, then decide how you want to build: let the AI generate a survey from your prompt, pick a template, or start from scratch. Choose question types, set logic, and preview before sharing.

How can I share surveys with my team?

Send a project link so teammates can view and collaborate instantly.

Can the AI generate a survey from a prompt?

Yes. Provide a prompt and QuestionPunk drafts a survey you can tweak before sending.

How long does support typically take to reply?

We reply within 24 hours—often much sooner. Include key details in your message to help us assist you faster.

Can I export survey results?

Absolutely. Export results as CSV straight from the results page for quick data work.

SMB

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.

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