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Fintech Sustainability Claims Survey Template

Measure how consumers view fintech sustainability claims—trust, sentiment, and trade-offs. Ready-to-use questions to test WTP and greenwashing risk.

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
Chat Message
Welcome! This short survey asks about your banking habits and views on sustainability claims from financial services. There are no right or wrong answers—please respond honestly. Your responses are confidential.
Q2
Multiple Choice
Which providers do you currently use for everyday money management?
  • Traditional bank or credit union only
  • Fintech/neobank only
  • Both traditional and fintech/neobank
  • None of these
Q3
Opinion Scale
In the last 30 days, how often did you use a mobile banking or fintech app?
Range: 1 10
Min: NeverMid: About weeklyMax: Multiple times daily
Q4
Opinion Scale
How likely are you to choose or switch providers because of stronger sustainability practices?
Range: 1 10
Min: Very unlikelyMid: NeutralMax: Very likely
Q5
Multiple Choice
In the past 3 months, have you noticed any sustainability or climate-related claims from banks or fintechs?
  • Yes
  • No
  • Not sure
Q6
Multiple Choice
Where did you notice these claims? Select all that apply.
  • In-app messages or banners
  • Email from provider
  • Advertisements (online/video/outdoor)
  • Company website or blog
  • Social media
  • News or press coverage
  • Receipts or statements
  • Friends or family
Q7
Rating
Overall, how much do you trust sustainability claims from banks/fintechs?
Scale: 11 (star)
Min: Do not trust at allMax: Trust completely
Q8
Multiple Choice
Quality check: To confirm attention, please select “I am paying attention.”
  • I am paying attention
  • I am not sure
  • I prefer not to answer
Q9
Matrix
How believable are these specific claims?
Rows1 Not believable at all234567 Highly believable
Carbon-neutral card (via verified offsets)
Verified offsets purchased per transaction
Card made from recycled materials
ESG-screened investment options
Donations to environmental causes per purchase
In-app emissions tracking for spending
Q10
Ranking
Rank the claim types by importance to you (1 = most important).
Drag to order (top = most important)
  1. Carbon-neutral/offset card
  2. Lower carbon footprint per transaction
  3. ESG-screened investments
  4. Recycled or biodegradable card materials
  5. Donations tied to spending
  6. Emissions tracking in app
Q11
Opinion Scale
How important is independent third-party verification (e.g., certified labels) for these claims?
Range: 1 10
Min: Not importantMid: Moderately importantMax: Extremely important
Q12
Multiple Choice
Which card would you choose today?
  • 1.5% cashback, standard card (no sustainability features)
  • 1.25% cashback, verified carbon-neutral; plants trees with spend
Q13
Multiple Choice
Would you pay an extra monthly fee for meaningful sustainability features?
  • Yes
  • No
  • Not sure
Q14
Numeric
If Yes above: At most, how much extra per month would you pay? Enter 0 if No/Not sure. (USD)
Accepts a numeric value
Whole numbers only
Q15
Opinion Scale
I would accept lower rewards if the sustainability impact is verified.
Range: 1 10
Min: Strongly disagreeMid: NeutralMax: Strongly agree
Q16
Constant Sum
Distribute 100 points across what matters most when choosing a card. (Total must add to 100.)
Total must equal 100
  • Rewards rate
  • Fees
  • Verified sustainability impact
  • Customer service
  • App features and usability
  • Brand trust
Min per option: 0Whole numbers only
Q17
Rating
Overall appeal of a “Green Features” bundle (impact tracking + verified offsets).
Scale: 11 (star)
Min: Not at all appealingMax: Extremely appealing
Q18
Long Text
What proof or information would most increase your trust in sustainability claims?
Max 600 chars
Q19
Multiple Choice
If expected returns are equal, which would you pick for savings or investments?
  • ESG/impact option
  • Conventional option
  • No preference
  • I don’t invest currently
Q20
Dropdown
Age
  • 18-24
  • 25-34
  • 35-44
  • 45-54
  • 55-64
  • 65+
Q21
Dropdown
Region of residence
  • Africa
  • Asia
  • Europe
  • Latin America & Caribbean
  • Middle East
  • North America
  • Oceania
  • Prefer not to say
Q22
Multiple Choice
Gender
  • Man
  • Woman
  • Non-binary
  • Prefer not to say
Q23
Multiple Choice
Highest level of education completed
  • Less than high school
  • High school or equivalent
  • Some college or trade/technical
  • Bachelor’s degree
  • Master’s degree
  • Doctorate or professional degree
  • Prefer not to say
Q24
Multiple Choice
Current employment status
  • Employed full-time
  • Employed part-time
  • Self-employed
  • Student
  • Homemaker/caregiver
  • Unemployed and seeking
  • Unemployed and not seeking
  • Retired
  • Prefer not to say
Q25
Dropdown
Approximate annual household income (optional)
  • Under $25,000
  • $25,000-$49,999
  • $50,000-$74,999
  • $75,000-$99,999
  • $100,000-$149,999
  • $150,000-$199,999
  • $200,000 or more
  • Prefer not to say
Q26
Long Text
Any final comments or suggestions about sustainability features from financial services?
Max 600 chars
Q27
AI Interview
AI Interview: 2 Follow-up Questions on your sustainability choices
AI InterviewLength: 2Personality: [Object Object]Mode: Fast
Q28
Chat Message
Thank you for your time—your insights are valuable! You may now close the survey.

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