Q01
Long Text
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Banking CX Survey: Financial Guidance, Risk Tolerance & Channel Preferences
Measures banking customers' channel usage and satisfaction, financial guidance needs and format preferences, and investment risk tolerance to inform CX strategy and product development.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
23 questions · ~4 min
Q02
Multiple Choice
Do you currently hold at least one account (e.g., checking, savings, credit card) with a bank?
Q03
Multiple Choice
Which of the following products or services do you currently hold with your primary bank? (Select all that apply.)
Q04
Multiple Choice
Which of the following financial guidance topics would be most useful to you right now? (Select all that apply.)
Q05
Long Text
Overall, how comfortable are you with taking financial risk in exchange for potentially higher returns?
Q06
Long Text
Based on your responses in this survey, please share any additional thoughts or feelings about your banking experience or financial guidance needs.
Q07
Long Text
What is your age?
Q08
Long Text
Thank you for completing this survey! Your responses have been recorded and will be used to improve banking services. If you have any questions, please contact [research team email].
Q09
Multiple Choice
Which single channel did you use most often with your primary bank in the past 3 months?
Q10
Long Text
When your bank provides financial guidance, how much detail do you prefer?
Q11
Long Text
How comfortable would you be if the value of your investments dropped temporarily over the next 12 months?
Q12
AI Interview
We'd like to learn a bit more about your banking and financial guidance preferences. An AI moderator will ask a couple of brief follow-up questions.
Q13
Multiple Choice
How do you describe your gender?
Q14
Long Text
Thinking about the channel you used most often, how satisfied are you with that experience over the past 3 months?
Q15
Multiple Choice
How often would you like to receive financial guidance from your bank?
Q16
Multiple Choice
Do you currently hold any investments, with your primary bank or another provider?
Q17
Long Text
In which country or region do you currently reside?
Q18
Long Text
Please rank these channels in order of your preference for routine banking tasks. (Drag to reorder; top = most preferred.)
Q19
Multiple Choice
Which formats would you prefer for financial guidance content? (Select all that apply.)
Q20
Multiple Choice
What is your primary investment goal right now?
Q21
Multiple Choice
What is the highest level of education you have completed?
Q22
Multiple Choice
At roughly what level of temporary loss would you reconsider your current investment approach?
Q23
Multiple Choice
Which of the following best describes your current employment status?
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.