Q01
Message
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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 · ~10 min
Q02
Multiple Choice
Do you currently hold at least one account (e.g., checking, savings, credit card) with a bank?
- Yes
- No
Q03
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
Q04
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)
Q05
Opinion Scale
Overall, how comfortable are you with taking financial risk in exchange for potentially higher returns?
Scale: 1 – 7
Min:Not at all comfortableMax:Extremely comfortable
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
Dropdown
What is your age?
- 18–24
- 25–34
- 35–44
- 45–54
- 55–64
- 65+
- Prefer not to say
Q08
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].
Q09
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
Q10
Opinion Scale
When your bank provides financial guidance, how much detail do you prefer?
Scale: 1 – 7
Min:Brief overview onlyMax:Comprehensive, step-by-step detail
Q11
Opinion Scale
How comfortable would you be if the value of your investments dropped temporarily over the next 12 months?
Scale: 1 – 7
Min:Very uncomfortableMax:Very comfortable
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?
- Woman
- Man
- Non-binary
- Prefer not to say
Q14
Opinion Scale
Thinking about the channel you used most often, how satisfied are you with that experience over the past 3 months?
Scale: 1 – 7
Min:Not at all satisfiedMax:Extremely satisfied
Q15
Multiple Choice
How often would you like to receive financial guidance from your bank?
- Weekly
- Twice a month
- Monthly
- Quarterly
- Only when I ask (on demand)
Q16
Multiple Choice
Do you currently hold any investments, with your primary bank or another provider?
- Yes
- No
Q17
Dropdown
In which country or region do you currently reside?
- United States
- Canada
- United Kingdom
- Australia
- India
- European Union
- Other
Q18
Ranking
Please rank these channels in order of your preference for routine banking tasks. (Drag to reorder; top = most preferred.)
- Mobile app
- Bank website
- ATM
- Phone support
- Branch visit
- Chat/secure message
Drag to rank
Q19
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)
Q20
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
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
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
Q23
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
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.
How it compares
We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.
Why this template
- AI interviewer adapts in real-time to sensitively probe financial stress, debt anxiety, and savings behavior without feeling invasive
- Rubric-checked methodology ensures proper scale construction for measuring financial confidence—no leading questions or attention checks
- Every AI prompt, model, and logic flow is fully visible and logged for academic reproducibility
SurveyMonkey
Household Budget Survey TemplateExpert-created template focused on household spending and budgeting categories. Covers what people spend but doesn't explore financial confidence, debt stress, or emotional dimensions of money management.
What it does well
- Methodologically sound questions created by survey experts
- Covers practical budget categories like utilities, commute, healthcare, and cable
Where it falls short
- No questions on financial confidence, debt stress, or emotional relationship with money
- Static question flow—cannot adapt when respondents reveal financial anxiety
- Focuses on spending categories rather than behavioral and psychological financial wellness
- No AI follow-ups to sensitively explore why people struggle with budgeting
SurveyMonkey
Financial Benefits and Wellness Survey TemplateHR-focused template assessing employee satisfaction with retirement plans, financial advice, and wellness programs. Employee benefits lens rather than consumer financial confidence research.
What it does well
- Covers retirement plans, financial advice, and wellness programs comprehensively
- Useful for HR teams validating financial benefit program value
Where it falls short
- Employer-benefits framing—not designed for consumer financial confidence or debt stress research
- No AI-powered follow-ups to explore root causes of financial stress
- Static survey cannot adjust question depth based on respondent's financial situation
- Not designed for academic research on consumer financial behavior
Jotform
Financial Wellness SurveyFree financial wellness feedback form for banks and financial companies to assess customer financial situations. Basic data collection without research-grade depth.
What it does well
- Free to use with cross-device compatibility
- Easy to embed on websites and share via link with 100+ integrations
Where it falls short
- No AI interview capability to sensitively follow up on debt or savings disclosures
- Multiple-choice format limits exploration of complex financial behaviors and emotions
- No academic methodology—designed for commercial customer data collection, not research
- Cannot adapt question sensitivity based on respondent's financial stress level
Jotform
Personal Finance SurveyGeneral personal finance survey for financial advisors and brokers to collect client financial goals and details. Client intake form rather than a research instrument.
What it does well
- Flexible customization with branding and contact details
- Suitable for financial advisors, tax preparers, and mortgage brokers to collect client data
Where it falls short
- Designed as a client intake form, not a research survey on financial confidence or debt stress
- No AI-powered probing to understand the 'why' behind financial behaviors
- Static question format cannot adapt to different financial situations
- No methodology documentation or reproducibility features for researchers
SurveySparrow
Personal Finance Survey TemplateConversational finance survey covering loans, savings, credit/debit cards, and money management preferences. Good engagement features but lacks depth on confidence and debt stress.
What it does well
- Engaging conversational UI with GIFs, emojis, and video backgrounds
- Automated reminders for partial respondents to improve completion rates
Where it falls short
- No AI follow-up questions to explore financial anxiety or debt stress in depth
- Covers product preferences (loans, cards) but not emotional/behavioral financial wellness
- No academic-grade methodology or transparent research design
- Cannot adapt sensitivity of questions based on respondent's disclosed financial situation
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.