Measures customer understanding, consent preferences, control expectations, and institutional trust around open banking data sharing. Designed for banks, fintechs, and UX researchers studying data-sharing experiences.
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
30
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! Thank you for taking part in this survey about your experiences with banking data sharing and open banking.
This voluntary survey takes approximately 5–7 minutes. There are no right or wrong answers — we are simply interested in your honest opinions and experiences.
Your responses are confidential, fully anonymized, and will only be reported in aggregate for research purposes. You may stop at any time.
Q2
Multiple Choice
Do you currently have at least one active bank or credit union account?
Yes
No
Q3
Dropdown
How many bank or credit union accounts do you actively use?
1
2
3
4
5 or more
Q4
Multiple Choice
In the past 3 months, which banking channels have you used? (Select all that apply)
Mobile app
Desktop/online banking website
In-person branch
Phone support or IVR
ATM
Other (please specify)
Q5
Multiple Choice
In the last 12 months, which types of apps or services have you connected to your bank account? (Select all that apply)
Budgeting or money management
Payments or peer-to-peer transfers
Investment or robo-advisor
Lending, credit, or buy-now-pay-later
Tax preparation
Price comparison or switching
Accounting or bookkeeping
Other (please specify)
None of the above
Q6
Opinion Scale
How familiar are you with the term "open banking"?
Range: 1 – 5
Min: Not at all familiarMid: NeutralMax: Extremely familiar
Q7
Multiple Choice
In the last 12 months, where have you seen explanations about sharing your bank data with apps or services? (Select all that apply)
Bank app consent screen
Third-party app consent screen
Email or notification from my bank
Email or notification from the app
Bank website help/FAQ
App website help/FAQ
Social media or ads
News articles or blogs
I don't recall seeing any
Q8
Chat Message
The next few questions ask about consent screens — the screens you see when connecting an app to your bank account. If you haven't seen one recently, please answer based on your best recollection or expectation.
Q9
Opinion Scale
How clear was the consent screen in explaining what specific data would be shared?
Range: 1 – 7
Min: Not at all clearMid: NeutralMax: Extremely clear
Q10
Opinion Scale
How clear was the consent screen in explaining who would receive your data?
Range: 1 – 7
Min: Not at all clearMid: NeutralMax: Extremely clear
Q11
Opinion Scale
How clear was the consent screen in explaining how long the app would have access to your data?
Range: 1 – 7
Min: Not at all clearMid: NeutralMax: Extremely clear
Q12
Opinion Scale
How clear was the consent screen in explaining how to revoke access?
Range: 1 – 7
Min: Not at all clearMid: NeutralMax: Extremely clear
Q13
Opinion Scale
How clear was the consent screen in explaining the purpose for which your data would be used?
Range: 1 – 7
Min: Not at all clearMid: NeutralMax: Extremely clear
Q14
Ranking
Please rank the following data-sharing control features by how important they are to you. Drag the most important to the top.
Drag to order (top = most important)
Set an expiry date for access
Choose specific data categories (e.g., balances only)
One-tap revoke access anytime
App-level permissions for each provider
Activity log or notifications of data access
Downloadable audit trail of access
Q15
Dropdown
In your opinion, how often should apps be required to re-request your permission to continue accessing your bank data?
Every login
Every 30 days
Every 90 days
Every 6 months
Every 12 months
Only when the data scope changes
Never, unless I revoke access myself
Q16
Multiple Choice
Which of the following consent defaults would you prefer when connecting an app to your bank account?
Nothing connects until I actively opt in
Consent is pre-selected but I can opt out before connecting
Connection happens automatically with a notice sent afterward
Q17
Opinion Scale
How confident are you in your ability to manage privacy settings online?
Range: 1 – 5
Min: Not at all confidentMid: NeutralMax: Extremely confident
Q18
Ranking
When deciding whether to connect an app to your bank account, please rank the following factors by importance. Drag the most important to the top.
Drag to order (top = most important)
Data security and privacy
Clear explanation of how data will be used
Trust in the company behind the app
App usefulness and features
Time or convenience gained
Savings, cashback, or rewards
Q19
Opinion Scale
How much do you trust your primary bank to handle your data responsibly?
Range: 1 – 7
Min: Do not trust at allMid: NeutralMax: Trust completely
Q20
Opinion Scale
How much do you trust fintech startups (e.g., budgeting apps, neobanks) to handle your data responsibly?
Range: 1 – 7
Min: Do not trust at allMid: NeutralMax: Trust completely
Q21
Opinion Scale
How much do you trust large technology companies (e.g., Apple, Google) to handle your data responsibly?
Range: 1 – 7
Min: Do not trust at allMid: NeutralMax: Trust completely
Q22
Opinion Scale
How much do you trust government regulators to protect your banking data?
Range: 1 – 7
Min: Do not trust at allMid: NeutralMax: Trust completely
Q23
AI Interview
We'd like to understand your perspective a bit more. An AI moderator will ask you a couple of follow-up questions about your experiences and feelings regarding banking data sharing.
AI InterviewLength: 2Personality: [Object Object]Mode: Fast
Reference questions: 7
Q24
Long Text
Based on your responses in this survey, is there anything about open banking or bank data sharing that feels unclear or concerning to you? Please share any additional thoughts.
Max chars
Q25
Dropdown
In which region do you currently live?
Africa
Asia
Europe
Latin America & Caribbean
Middle East
North America
Oceania
Prefer not to say
Q26
Multiple Choice
What is your age?
18–24
25–34
35–44
45–54
55–64
65+
Prefer not to say
Q27
Multiple Choice
How do you describe your gender?
Woman
Man
Non-binary
Prefer not to say
Q28
Multiple Choice
What is the highest level of education you have completed?
Less than high school
High school or equivalent
Some college or vocational training
Bachelor's degree
Graduate or professional degree
Prefer not to say
Q29
Multiple Choice
What is your current employment status?
Full-time
Part-time
Self-employed
Student
Unemployed
Retired
Prefer not to say
Q30
Chat Message
Thank you for completing this survey! Your feedback will help improve the clarity, transparency, and safety of bank data-sharing experiences.
Frequently Asked Questions
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