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.
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
29
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 survey takes approximately 6–8 minutes and asks about your banking habits and views on sustainability claims from financial services providers.
Your participation is voluntary—you may exit at any time. There are no right or wrong answers; we are interested in your honest opinions. All responses are confidential and will be reported only in aggregate.
By continuing, you agree to participate.
Q2
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
Q3
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
Q4
Multiple Choice
In the past 3 months, have you noticed any sustainability or climate-related claims from banks or fintechs?
Yes
No
Not sure
Q5
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)
Q6
Opinion Scale
Overall, how much do you trust sustainability claims made by banks and fintechs?
Range: 1 – 7
Min: Do not trust at allMid: NeutralMax: Trust completely
Q7
Opinion Scale
How believable is the following claim: "Our card is carbon-neutral through verified offsets"?
Range: 1 – 7
Min: Not at all believableMid: NeutralMax: Completely believable
Q8
Opinion Scale
How believable is the following claim: "We screen all investments using ESG criteria"?
Range: 1 – 7
Min: Not at all believableMid: NeutralMax: Completely believable
Q9
Opinion Scale
How believable is the following claim: "Track your personal carbon footprint directly in the app"?
Range: 1 – 7
Min: Not at all believableMid: NeutralMax: Completely believable
Q10
Opinion Scale
How important is independent third-party verification (e.g., certified labels) when evaluating sustainability claims from financial providers?
Range: 1 – 7
Min: Not at all importantMid: NeutralMax: Extremely important
Q11
Ranking
Please rank the following sustainability claim types by how important they are to you, with the most important at the top.
Drag to order (top = most important)
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
Q12
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
Q13
Opinion Scale
To what extent do you agree or disagree: "I would accept lower rewards or cashback if the sustainability impact were independently verified."
How likely are you to choose or switch financial providers specifically because of stronger sustainability practices?
Range: 1 – 7
Min: Very unlikelyMid: NeutralMax: Very likely
Q15
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
Q16
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
Q17
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
Q18
Opinion Scale
How appealing is a "Green Features" bundle that includes personal impact tracking and verified carbon offsets?
Range: 1 – 7
Min: Not at all appealingMid: NeutralMax: Extremely appealing
Q19
Ranking
When choosing a financial card, please rank the following factors from most to least important to you.
Drag to order (top = most important)
Rewards rate
Fees
Verified sustainability impact
Customer service
App features and usability
Brand trust
Q20
Long Text
What proof or information would most increase your trust in sustainability claims from financial providers?
Max chars
Q21
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.
AI InterviewLength: 3Personality: [Object Object]Mode: Fast
Reference questions: 7
Q22
Long Text
Based on your responses in this survey, please share any additional thoughts or feelings about sustainability features from financial services providers.
Max chars
Q23
Dropdown
What is your age?
18–24
25–34
35–44
45–54
55–64
65+
Prefer not to say
Q24
Dropdown
In which region do you currently reside?
Africa
Asia
Europe
Latin America & Caribbean
Middle East
North America
Oceania
Prefer not to say
Q25
Multiple Choice
What is your gender?
Man
Woman
Non-binary
Prefer not to say
Q26
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
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
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
Q29
Chat 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.
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