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.
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
In the last 30 days, how often did you use a mobile banking or fintech app?
How likely are you to choose or switch providers because of stronger sustainability practices?
In the past 3 months, have you noticed any sustainability or climate-related claims from banks or fintechs?
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
Overall, how much do you trust sustainability claims from banks/fintechs?
Quality check: To confirm attention, please select “I am paying attention.”
- I am paying attention
- I am not sure
- I prefer not to answer
How believable are these specific claims?
Rank the claim types by importance to you (1 = most important).
How important is independent third-party verification (e.g., certified labels) for these claims?
Which card would you choose today?
- 1.5% cashback, standard card (no sustainability features)
- 1.25% cashback, verified carbon-neutral; plants trees with spend
Would you pay an extra monthly fee for meaningful sustainability features?
If Yes above: At most, how much extra per month would you pay? Enter 0 if No/Not sure. (USD)
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.)
Overall appeal of a “Green Features” bundle (impact tracking + verified offsets).
What proof or information would most increase your trust in sustainability claims?
Max 600 chars
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
Gender
- Man
- Woman
- Non-binary
- Prefer not to say
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
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
Approximate annual household income (optional)
Any final comments or suggestions about sustainability features from financial services?
Max 600 chars
AI Interview: 2 Follow-up Questions on your sustainability choices
Thank you for your time—your insights are valuable! You may now close the survey.