Q01
Message
All templates
Consumer Trust in Fintech Sustainability Claims
Measures consumer trust, believability, and willingness to pay for sustainability features in fintech and banking. Designed for consumer panels to assess greenwashing risk and identify which green claims drive provider preference.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
29 questions · ~12 min
Q02
Multiple Choice
Which of the following best describes the financial providers you currently use for everyday money management?
- Traditional bank or credit union only
- Fintech or neobank only
- Both traditional and fintech/neobank
- None of these
Q03
Multiple Choice
In the past 3 months, have you noticed any sustainability or climate-related claims from banks or fintechs?
- Yes
- No
- Not sure
Q04
Opinion Scale
Overall, how much do you trust sustainability claims made by banks and fintechs?
Scale: 1 – 7
Min:Do not trust at allMax:Trust completely
Q05
Ranking
Please rank the following sustainability claim types by how important they are to you, with the most important at the top.
- Carbon-neutral or offset card
- Lower carbon footprint per transaction
- ESG-screened investments
- Recycled or biodegradable card materials
- Donations tied to spending
- Emissions tracking in app
Drag to rank
Q06
Multiple Choice
If you had to choose between these two cards today, which would you select?
- 1.5% cashback, standard card (no sustainability features)
- 1.25% cashback, verified carbon-neutral card that plants trees with your spending
- No preference
Q07
Opinion Scale
How appealing is a "Green Features" bundle that includes personal impact tracking and verified carbon offsets?
Scale: 1 – 7
Min:Not at all appealingMax:Extremely appealing
Q08
Long Text
What proof or information would most increase your trust in sustainability claims from financial providers?
Q09
Dropdown
What is your age?
- 18–24
- 25–34
- 35–44
- 45–54
- 55–64
- 65+
- Prefer not to say
Q10
Message
Thank you for completing this survey—your insights are valuable and will help improve how financial services communicate sustainability efforts. You may now close this page.
Q11
Multiple Choice
In the past 30 days, how often did you use a mobile banking or fintech app?
- Not at all
- A few times in the past month
- About once a week
- Several times a week
- About once a day
- Multiple times a day
Q12
Multiple Choice
Where did you notice these sustainability or climate-related claims? Select all that apply.
- In-app messages or banners
- Email from provider
- Advertisements (online, video, or outdoor)
- Company website or blog
- Social media
- News or press coverage
- Receipts or statements
- Friends or family
- Other (please specify)
Q13
Opinion Scale
How believable is the following claim: "Our card is carbon-neutral through verified offsets"?
Scale: 1 – 7
Min:Not at all believableMax:Completely believable
Q14
Opinion Scale
To what extent do you agree or disagree: "I would accept lower rewards or cashback if the sustainability impact were independently verified."
Scale: 1 – 7
Min:Strongly disagreeMax:Strongly agree
Q15
Ranking
When choosing a financial card, please rank the following factors from most to least important to you.
- Rewards rate
- Fees
- Verified sustainability impact
- Customer service
- App features and usability
- Brand trust
Drag to rank
Q16
AI Interview
We'd like to understand more about your views on sustainability in financial services. An AI moderator will ask you a few follow-up questions based on your earlier responses.
Q17
Dropdown
In which region do you currently reside?
- Africa
- Asia
- Europe
- Latin America & Caribbean
- Middle East
- North America
- Oceania
- Prefer not to say
Q18
Opinion Scale
How believable is the following claim: "We screen all investments using ESG criteria"?
Scale: 1 – 7
Min:Not at all believableMax:Completely believable
Q19
Opinion Scale
How likely are you to choose or switch financial providers specifically because of stronger sustainability practices?
Scale: 1 – 7
Min:Very unlikelyMax:Very likely
Q20
Long Text
Based on your responses in this survey, please share any additional thoughts or feelings about sustainability features from financial services providers.
Q21
Multiple Choice
What is your gender?
- Man
- Woman
- Non-binary
- Prefer not to say
Q22
Opinion Scale
How believable is the following claim: "Track your personal carbon footprint directly in the app"?
Scale: 1 – 7
Min:Not at all believableMax:Completely believable
Q23
Multiple Choice
Would you be willing to pay an extra monthly fee for verified sustainability features (e.g., carbon offsets, impact tracking)?
- Yes
- No
- Not sure
Q24
Dropdown
What is the highest level of education you have 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
Q25
Opinion Scale
How important is independent third-party verification (e.g., certified labels) when evaluating sustainability claims from financial providers?
Scale: 1 – 7
Min:Not at all importantMax:Extremely important
Q26
Dropdown
What is the most you would be willing to pay per month for verified sustainability features?
- $1–$2
- $3–$5
- $6–$10
- $11–$20
- More than $20
Q27
Dropdown
Which of the following best describes your current employment status?
- Employed full-time
- Employed part-time
- Self-employed
- Student
- Homemaker or caregiver
- Unemployed and seeking work
- Unemployed and not seeking work
- Retired
- Prefer not to say
Q28
Multiple Choice
If expected returns were equal, which option would you choose for your savings or investments?
- ESG or impact option
- Conventional option
- No preference
- I don't currently save or invest
Q29
Dropdown
What is your 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
What’s included
AI follow-ups
Adaptive probes on open-ended answers that pull out detail a static form would miss.
Attention checks
Built-in safeguards against rushed answers and low-quality respondents.
AI-drafted copy
Wording, ordering, and branching written by the AI — tuned to your research goal.
Auto report
Themes, quotes, and a plain-English summary write themselves once responses come in.
How it compares
We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.
Why this template
- Includes belief-testing opinion-scale items on three specific green claims (carbon-neutral card, ESG screening, carbon footprint tracker) rather than generic preference questions
- Captures willingness-to-pay directly with a dedicated fee-tolerance question and a dropdown price ceiling, letting teams quantify the green premium
- Adds a ranking exercise for sustainability claim types and a separate ranking of card-choice factors, isolating which specific claims actually drive preference
- Closes with an AI follow-up interview and open-text reflection to probe trust and proof requirements qualitatively, something static form builders can't replicate
Jotform
Consumer Preference Survey Form TemplateA generic consumer preference form template, not built for fintech, sustainability, or greenwashing topics — it would need substantial rewriting to fit this use case. It's a fielding-ready static form rather than a research instrument tailored to trust or willingness-to-pay analysis.
What it does well
- Easy drag-and-drop customization
- Broad library of general-purpose form templates
- Simple deployment for basic preference capture
Where it falls short
- No fintech/sustainability-specific content or claim-belief testing
- Static form with no adaptive follow-up questioning
- No automated quality scoring or AI-generated reporting on responses
SurveySparrow
Consumer Brand Preference Questionnaire TemplateFramed around measuring advertisement effect on brand preference generally, not sustainability trust or fintech willingness-to-pay. Its conversational chat-style UI is a plus, but the content would need a full rebuild for greenwashing research.
What it does well
- Conversational, chat-style survey format
- Templated structure for brand preference research
- Likely supports basic skip logic
Where it falls short
- No sustainability claim believability testing or WTP pricing questions
- No adaptive AI probing beyond scripted logic
- No transparent prompt methodology or automated per-response scoring
Typeform
Consumer Preference Survey TemplateA polished, generic consumer preference template aimed at broad audience use rather than fintech sustainability specifically. Good for quick fielding of simple preference questions but lacks any greenwashing, trust, or pricing-sensitivity content out of the box.
What it does well
- Well-known clean, conversational UI/UX
- Fast to launch for simple preference studies
- Flexible question types for basic surveys
Where it falls short
- No fintech/sustainability claim content or ranking exercises
- Static question flow with no adaptive AI follow-up or voice interview option
- No automated report generation tied to response quality
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.