All Templates

Open Banking Consent & Data Sharing Survey Template

Get actionable insights on customer understanding, consent, control, and privacy trust in open banking. Customizable UX survey template for banks and fintech.

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

Sample Survey Items

Q1
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
Q2
Multiple Choice
In the last 12 months, which types of apps did you connect to your bank? (Select all that apply)
  • Budgeting or money management
  • Payments/peer-to-peer
  • Investment or robo-advisor
  • Lending/credit or BNPL
  • Tax preparation
  • Price comparison or switching
  • Accounting or bookkeeping
  • None of the above
Q3
Opinion Scale
How familiar are you with the term "open banking"?
Range: 1 – 10
Min: Not at all familiarMid: Somewhat familiarMax: Very familiar
Q4
Multiple Choice
In the last 6 months, where did you see explanations about sharing bank data with apps? (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
Q5
Matrix
If applicable, how clear were the following on the consent screen?
RowsVery unclearUnclearSomewhat clearClearVery clearNot applicable
What data will be shared••••••
Who will receive the data••••••
How long sharing lasts••••••
How to stop or revoke access••••••
What the data will be used for••••••
Q6
Ranking
Rank the control features that matter most. Top = most important.
Drag to order (top = most important)
  1. Set an expiry date for access
  2. Choose specific data categories (e.g., balances only)
  3. One-tap revoke access anytime
  4. App-level permissions for each provider
  5. Activity log/notifications of data access
  6. Downloadable audit trail of access
Q7
Dropdown
When should apps re-request permission to keep 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
Q8
Multiple Choice
What default should apply when connecting an app to your bank?
  • Nothing connects until I actively consent (opt-in)
  • Consent is pre-selected but I can deselect
  • Connect automatically with notice afterward
Q9
Constant Sum
Allocate 100 points across the factors below to reflect their importance when deciding whether to connect an app. The total should add up to 100.
Total must equal 100
  • Data security and privacy
  • Clear explanation of data use
  • Trust in the company
  • App usefulness/features
  • Time or convenience gained
  • Savings, cash-back, or rewards
Min per option: 0Whole numbers only
Q10
Matrix
How much do you trust each to handle your bank data responsibly?
RowsDo not trust at allLow trustModerate trustHigh trustComplete trust
Your primary bank•••••
Other banks you use•••••
Government regulators•••••
Regulated third-party providers•••••
Fintech startups•••••
Big tech companies•••••
Q11
Multiple Choice
Attention check: To confirm you are paying attention, please select "I saw this".
  • I saw this
  • I did not see this
  • Not sure
Q12
Dropdown
Where do you currently live?
  • Africa
  • Asia
  • Europe
  • Latin America & Caribbean
  • Middle East
  • North America
  • Oceania
  • Prefer not to say
Q13
Multiple Choice
What is your age?
  • 18–24
  • 25–34
  • 35–44
  • 45–54
  • 55–64
  • 65+
  • Prefer not to say
Q14
Multiple Choice
How do you describe your gender?
  • Woman
  • Man
  • Non-binary
  • Prefer not to say
Q15
Multiple Choice
What is the highest level of education you have completed?
  • Less than high school
  • High school or equivalent
  • Some college or vocational
  • Bachelor's degree
  • Graduate or professional degree
  • Prefer not to say
Q16
Multiple Choice
What is your current employment status?
  • Full-time
  • Part-time
  • Self-employed
  • Student
  • Unemployed
  • Retired
  • Prefer not to say
Q17
Numeric
How many bank or credit union accounts do you actively use? (Enter a whole number)
Accepts a numeric value
Whole numbers only
Q18
Rating
How confident are you in managing privacy settings online?
Scale: 10 (star)
Min: Not at all confidentMax: Very confident
Q19
Long Text
In your own words, what feels unclear about open banking data sharing, if anything?
Max 600 chars
Q20
Chat Message
Welcome! This short, voluntary survey takes about 5 minutes. Please answer honestly based on your own experience. Thanks for your time.
Q21
AI Interview
AI Interview: 2 Follow-up Questions on open banking data sharing
AI InterviewLength: 2Personality: Expert InterviewerMode: Fast
Q22
Chat Message
Thank you for completing the survey! Your feedback helps improve clear, transparent, and safe data-sharing experiences.

Ready to Get Started?

Launch your survey in minutes with this pre-built template

Use This TemplateBrowse More Templates
Open Banking Consent & Data Sharing Survey Template - Survey Template | QuestionPunk