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?
| Rows | Never | Once | 2–3 times | About monthly | Weekly or more |
|---|
| Mobile app | • | • | • | • | • |
| Bank website (desktop or mobile web) | • | • | • | • | • |
| Phone support | • | • | • | • | • |
| Branch visit | • | • | • | • | • |
| Chat or secure messaging | • | • | • | • | • |
| ATM | • | • | • | • | • |
Rank the channels you prefer for routine banking tasks (top = most preferred).
Drag to order (top = most important)
- Mobile app
- Bank website
- ATM
- Phone support
- Branch visit
- Chat/secure message
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?
Scale: 11 (star)
Min: Not satisfiedMax: Very satisfied
Allocate 100 points to show your ideal mix for routine banking over the next 12 months across these channels (total must = 100).
Total must equal 100
- Mobile app
- Bank website
- ATM
- Phone support
- Branch visit
- Chat/secure message
Min per option: 0Whole numbers only
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?
Range: 1 – 10
Min: Quick tipsMid: Moderate detailMax: In-depth, step-by-step
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?
Scale: 11 (star)
Min: Very uncomfortableMax: Very comfortable
How comfortable are you with possible value fluctuations over the next 12 months for each?
| Rows | Very uncomfortable | Somewhat uncomfortable | Neutral | Somewhat comfortable | Very comfortable |
|---|
| Savings accounts | • | • | • | • | • |
| Certificates of deposit / term deposits | • | • | • | • | • |
| Stock index funds or ETFs | • | • | • | • | • |
| Individual stocks or crypto | • | • | • | • | • |
| Robo-advised portfolios | • | • | • | • | • |
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
Age
- 18–24
- 25–34
- 35–44
- 45–54
- 55–64
- 65+
- Prefer not to say
Gender
- Woman
- Man
- Non-binary
- Prefer not to say
Country/region of residence
- United States
- Canada
- United Kingdom
- Australia
- India
- European Union
- Other
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
AI InterviewLength: 2Personality: [Object Object]Mode: Fast Thank you for your time—your responses have been recorded.