How often would you like to receive detailed guidance from your bank?
Weekly
Twice a month
Monthly
Quarterly
Only when I ask (on demand)
Q11
Multiple Choice
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
Q12
Multiple Choice
Attention check: To confirm you’re paying attention, please select “Agree.”
Strongly disagree
Disagree
Neutral
Agree
Strongly agree
Q13
Rating
Overall, how comfortable are you taking financial risk for potentially higher returns?
Scale: 11 (star)
Min: Very uncomfortableMax: Very comfortable
Q14
Matrix
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
•
•
•
•
•
Q15
Multiple Choice
Do you currently hold any investments (with this or another provider)?
Yes
No
Q16
Multiple Choice
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
Q17
Multiple Choice
At what temporary loss would you likely reconsider your investment approach?
About 2%
About 5%
About 10%
About 20% or more
Not sure
Q18
Dropdown
Age
18–24
25–34
35–44
45–54
55–64
65+
Prefer not to say
Q19
Multiple Choice
Gender
Woman
Man
Non-binary
Prefer not to say
Q20
Dropdown
Country/region of residence
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
Current employment status
Employed full-time
Employed part-time
Self-employed
Student
Homemaker/caregiver
Retired
Unemployed
Prefer not to say
Q23
Long Text
Any final comments about your banking needs or this survey?
Max 600 chars
Q24
AI Interview
AI Interview: 2 Follow-up Questions on banking and guidance preferences
AI InterviewLength: 2Personality: [Object Object]Mode: Fast
Q25
Chat Message
Thank you for your time—your responses have been recorded.
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