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Open Banking Consent, Control & Trust Survey

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.

Sample questions

A preview of what’s in the template. Every question is editable before you launch.

30 questions · ~4 min
Q01
Long Text

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.

Q02
Multiple Choice

Do you currently have at least one active bank or credit union account?

Q03
Long Text

How many bank or credit union accounts do you actively use?

Q04
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)

Q05
Long Text

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.

Q06
Long Text

Please rank the following data-sharing control features by how important they are to you. Drag the most important to the top.

Q07
Long Text

How confident are you in your ability to manage privacy settings online?

Q08
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.

Q09
Long Text

In which region do you currently live?

Q10
Long Text

Thank you for completing this survey! Your feedback will help improve the clarity, transparency, and safety of bank data-sharing experiences.

Q11
Multiple Choice

In the past 3 months, which banking channels have you used? (Select all that apply)

Q12
Long Text

How clear was the consent screen in explaining what specific data would be shared?

Q13
Long Text

In your opinion, how often should apps be required to re-request your permission to continue accessing your bank data?

Q14
Long Text

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.

Q15
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.

Q16
Multiple Choice

What is your age?

Q17
Multiple Choice

In the last 12 months, which types of apps or services have you connected to your bank account? (Select all that apply)

Q18
Long Text

How clear was the consent screen in explaining who would receive your data?

Q19
Multiple Choice

Which of the following consent defaults would you prefer when connecting an app to your bank account?

Q20
Long Text

How much do you trust your primary bank to handle your data responsibly?

Q21
Multiple Choice

How do you describe your gender?

Q22
Long Text

How familiar are you with the term "open banking"?

Q23
Long Text

How clear was the consent screen in explaining how long the app would have access to your data?

Q24
Long Text

How much do you trust fintech startups (e.g., budgeting apps, neobanks) to handle your data responsibly?

Q25
Multiple Choice

What is the highest level of education you have completed?

Q26
Long Text

How clear was the consent screen in explaining how to revoke access?

Q27
Long Text

How much do you trust large technology companies (e.g., Apple, Google) to handle your data responsibly?

Q28
Multiple Choice

What is your current employment status?

Q29
Long Text

How clear was the consent screen in explaining the purpose for which your data would be used?

Q30
Long Text

How much do you trust government regulators to protect your banking data?

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.

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.