Welcome! This brief survey should take about 5 minutes. Please answer based on your experience with your main bank.
Which of these products do you currently have with your main bank? (past 6 months; select all that apply)
- Checking/current account
- Savings account
- Credit card
- Personal loan
- Mortgage
- Investment/brokerage account
- None of these
In the past 3 months, how often did you use each channel with your main bank?
Rank the channels you prefer for routine banking tasks (top = most preferred).
Which single channel did you use most often with your main bank in the past 3 months?
- Mobile app
- Bank website
- ATM
- Phone support
- Branch visit
- Chat/secure message
Thinking about your most-used channel, how satisfied were you overall in the past 3 months?
Allocate 100 points to show your ideal mix for routine banking over the next 12 months across these channels (total must = 100).
Which guidance topics from your bank would be most useful right now? (select all that apply)
- Managing monthly budget and cash flow
- Building an emergency fund
- Paying down debt
- Choosing savings/investment products
- Retirement planning
- Fraud prevention and account security
- Improving credit score
- Buying a home or major purchase
- Small business finances
- Tax basics for individuals
How much detail do you prefer in financial guidance from your bank?
How often would you like to receive detailed guidance from your bank?
- Weekly
- Twice a month
- Monthly
- Quarterly
- Only when I ask (on demand)
Which formats should we use for guidance content? (select all that apply)
- In-app tips or checklists
- Email articles or newsletters
- Short videos
- Live or recorded webinars
- One-to-one advisor call
- In-branch workshops
- Printable guides
- Chatbot walkthroughs/tutorials
Attention check: To confirm you’re paying attention, please select “Agree.”
- Strongly disagree
- Disagree
- Neutral
- Agree
- Strongly agree
Overall, how comfortable are you taking financial risk for potentially higher returns?
How comfortable are you with possible value fluctuations over the next 12 months for each?
Do you currently hold any investments (with this or another provider)?
What is your primary investment goal right now?
- Grow wealth over the long term
- Generate steady income
- Preserve capital
- Short-term goal (< 3 years)
- Not sure yet
At what temporary loss would you likely reconsider your investment approach?
- About 2%
- About 5%
- About 10%
- About 20% or more
- Not sure
Gender
- Woman
- Man
- Non-binary
- Prefer not to say
Country/region of residence
What is the highest level of education you have completed?
- Less than high school
- High school or equivalent
- Some college/associate degree
- Bachelor’s degree
- Master’s degree
- Doctorate
- Vocational/technical
- Prefer not to say
Current employment status
- Employed full-time
- Employed part-time
- Self-employed
- Student
- Homemaker/caregiver
- Retired
- Unemployed
- Prefer not to say
Any final comments about your banking needs or this survey?
Max 600 chars
AI Interview: 2 Follow-up Questions on banking and guidance preferences
Thank you for your time—your responses have been recorded.