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
Template Overview
28
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 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?
Rows
1 Not believable at all
2
3
4
5
6
7 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)
Carbon-neutral/offset card
Lower carbon footprint per transaction
ESG-screened investments
Recycled or biodegradable card materials
Donations tied to spending
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.
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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