Measures banking customers' channel usage and satisfaction, financial guidance needs and format preferences, and investment risk tolerance to inform CX strategy and product development.
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
Template Overview
23
Questions
AI-Powered
Smart Analysis
Ready-to-Use
Launch in Minutes
This professionally designed survey template helps you gather valuable insights with intelligent question flow and automated analysis.
Sample Survey Items
Q1
Chat Message
Welcome, and thank you for participating! This survey takes approximately 5 minutes and asks about your banking habits, financial guidance preferences, and comfort with financial risk.
Your participation is entirely voluntary—you may stop at any time. There are no right or wrong answers; we are interested in your honest opinions. All responses are confidential, anonymized, and reported only in aggregate to help improve banking services.
Please answer based on your experience with your primary bank.
Q2
Multiple Choice
Do you currently hold at least one account (e.g., checking, savings, credit card) with a bank?
Yes
No
Q3
Multiple Choice
Which of the following products or services do you currently hold with your primary bank? (Select all that apply.)
Checking/current account
Savings account
Credit card
Personal loan
Mortgage
Investment/brokerage account
Other (please specify)
None of these
Q4
Multiple Choice
Which single channel did you use most often with your primary bank in the past 3 months?
Mobile app
Bank website
ATM
Phone support
Branch visit
Chat/secure message
Q5
Opinion Scale
Thinking about the channel you used most often, how satisfied are you with that experience over the past 3 months?
Range: 1 – 7
Min: Not at all satisfiedMid: NeutralMax: Extremely satisfied
Q6
Ranking
Please rank these channels in order of your preference for routine banking tasks. (Drag to reorder; top = most preferred.)
Drag to order (top = most important)
Mobile app
Bank website
ATM
Phone support
Branch visit
Chat/secure message
Q7
Multiple Choice
Which of the following financial guidance topics would be most useful to you right now? (Select all that apply.)
Managing monthly budget and cash flow
Building an emergency fund
Paying down debt
Choosing savings or 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
Other (please specify)
Q8
Opinion Scale
When your bank provides financial guidance, how much detail do you prefer?
How often would you like to receive financial guidance from your bank?
Weekly
Twice a month
Monthly
Quarterly
Only when I ask (on demand)
Q10
Multiple Choice
Which formats would you prefer for financial 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 or tutorials
Other (please specify)
Q11
Opinion Scale
Overall, how comfortable are you with taking financial risk in exchange for potentially higher returns?
Range: 1 – 7
Min: Not at all comfortableMid: NeutralMax: Extremely comfortable
Q12
Opinion Scale
How comfortable would you be if the value of your investments dropped temporarily over the next 12 months?
Range: 1 – 7
Min: Very uncomfortableMid: NeutralMax: Very comfortable
Q13
Multiple Choice
Do you currently hold any investments, with your primary bank or another provider?
Yes
No
Q14
Multiple Choice
What is your primary investment goal right now?
Grow wealth over the long term
Generate steady income
Preserve capital
Short-term goal (less than 3 years)
Not sure yet
Q15
Multiple Choice
At roughly what level of temporary loss would you reconsider your current investment approach?
About 2%
About 5%
About 10%
About 20% or more
Not sure
Q16
Long Text
Based on your responses in this survey, please share any additional thoughts or feelings about your banking experience or financial guidance needs.
Max chars
Q17
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.
AI InterviewLength: 2Personality: [Object Object]Mode: Fast
Reference questions: 5
Q18
Dropdown
What is your age?
18–24
25–34
35–44
45–54
55–64
65+
Prefer not to say
Q19
Multiple Choice
How do you describe your gender?
Woman
Man
Non-binary
Prefer not to say
Q20
Dropdown
In which country or region do you currently reside?
United States
Canada
United Kingdom
Australia
India
European Union
Other
Q21
Multiple Choice
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
Q22
Multiple Choice
Which of the following best describes your current employment status?
Employed full-time
Employed part-time
Self-employed
Student
Homemaker/caregiver
Retired
Unemployed
Prefer not to say
Q23
Chat Message
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].
Frequently Asked Questions
What is QuestionPunk?
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QuestionPunk supports a wide range of question types: opinion scale, rating, multiple choice, dropdown, ranking, matrix, constant sum, AI interview (text and audio), long text, short text, email, phone, date, address, website, numeric, audio/video recording, contact form, chat message, conversation reset, button, page breaks, and more.
How do AI interviews work?
AI interviews conduct adaptive conversations with respondents. The AI asks follow-up questions based on what the respondent says, probing for clarity and depth. You control the personality, tone, model (Haiku, Sonnet, or Opus), and question mode (fixed count, AI decides when to stop, or time-based).
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