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Fintech Ad Effectiveness: Brand Lift & Recall Study

Measures advertising recall, brand awareness (unaided and aided), consideration lift, and brand preference across major money and payment apps. Designed for market researchers evaluating fintech campaign ROI.

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

25

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! Thank you for your interest in this study. This survey asks about your experience with money and payment apps, and any related advertising you may have noticed recently. It should take approximately 5 minutes to complete. Your participation is entirely voluntary, and you may stop at any time. There are no right or wrong answers — we are interested only in your honest opinions. All responses are confidential, will be anonymized, and reported only in aggregate. By continuing, you consent to participate in this research.
Q2
Multiple Choice
In the last 3 months, which of the following money-related activities have you done using apps? Select all that apply.
  • Used a mobile banking app
  • Sent or received money with a peer-to-peer app
  • Paid with a mobile wallet in-store
  • Invested using a mobile app
  • Applied for a loan or buy-now-pay-later service via an app
  • Opened an online-only bank account
  • None of these
Q3
Long Text
When you think of apps for managing, sending, or investing money, which brand comes to mind first?
Max chars
Q4
Multiple Choice
Which of the following brands have you heard of? Select all that apply.
  • PayPal
  • Cash App
  • Venmo
  • Chime
  • Revolut
  • Wise
  • Robinhood
  • Coinbase
  • SoFi
  • Other (please specify)
  • I don't recognize any of these
Q5
Multiple Choice
In the past 4 weeks, have you seen any advertising for apps that help you manage, send, or invest money?
  • Yes
  • No
  • Not sure
Q6
Multiple Choice
Where did you see that advertising? Select all that apply.
  • Online video (e.g., YouTube, streaming)
  • Social media feed or stories
  • TV or connected TV (CTV)
  • Streaming audio or music app
  • Podcast
  • Outdoor or transit ad
  • Search ad
  • In-app ad
  • Website banner
  • Other (please specify)
Q7
Multiple Choice
Which brand was that ad for?
  • PayPal
  • Cash App
  • Venmo
  • Chime
  • Revolut
  • Wise
  • Robinhood
  • Coinbase
  • SoFi
  • Other (please specify)
  • Not sure / I don't remember
Q8
Long Text
Thinking about the ad you recalled, what stood out to you most? (For example: the message, a specific offer, the visuals, or something else.)
Max chars
Q9
Opinion Scale
How likely are you to consider using a money management or payment app in the next 6 months?
Range: 1 7
Min: Not at all likelyMid: NeutralMax: Extremely likely
Q10
Opinion Scale
Based on the ad you recalled, how likely are you to consider using that brand?
Range: 1 7
Min: Not at all likelyMid: NeutralMax: Extremely likely
Q11
Multiple Choice
If you had to choose one money or payment app today, which would you pick?
  • PayPal
  • Cash App
  • Venmo
  • Chime
  • Revolut
  • Wise
  • Robinhood
  • Coinbase
  • SoFi
  • Other (please specify)
  • None of these
Q12
Opinion Scale
To what extent do you agree or disagree: "Money and payment apps make managing my finances easier."
Range: 1 7
Min: Strongly disagreeMid: NeutralMax: Strongly agree
Q13
Opinion Scale
To what extent do you agree or disagree: "I trust money and payment apps with my personal financial information."
Range: 1 7
Min: Strongly disagreeMid: NeutralMax: Strongly agree
Q14
Opinion Scale
To what extent do you agree or disagree: "Advertising for money apps helps me discover new features or services."
Range: 1 7
Min: Strongly disagreeMid: NeutralMax: Strongly agree
Q15
Ranking
Please rank the features you value most when choosing a money or payment app (1 = most important).
Drag to order (top = most important)
  1. Low, transparent fees
  2. Security and fraud protection
  3. Ease of use
  4. Fast transfers and payments
  5. Customer support quality
  6. Rewards or cashback
Q16
AI Interview
We'd like to explore your thoughts on money app advertising a bit further. An AI moderator will ask you a couple of follow-up questions based on your earlier responses.
AI InterviewLength: 2Personality: [Object Object]Mode: Fast
Reference questions: 7
Q17
Long Text
Based on your responses in this survey, is there anything else you would like to share about money app advertising or your experiences with these apps?
Max chars
Q18
Dropdown
What is your age?
  • 18–24
  • 25–34
  • 35–44
  • 45–54
  • 55–64
  • 65+
Q19
Multiple Choice
What is your gender?
  • Woman
  • Man
  • Non-binary
  • Prefer not to say
Q20
Dropdown
Where do you currently live?
  • United States
  • United Kingdom
  • Canada
  • Australia
  • India
  • Germany
  • France
  • Brazil
  • Mexico
  • South Africa
  • Other
Q21
Dropdown
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
  • Postgraduate degree
  • Prefer not to say
Q22
Multiple Choice
What is your current employment status?
  • Working full-time
  • Working part-time
  • Self-employed
  • Student
  • Homemaker
  • Unemployed
  • Retired
  • Prefer not to say
Q23
Dropdown
Which best describes your total annual household income (before taxes)?
  • Under $25,000
  • $25,000–$49,999
  • $50,000–$74,999
  • $75,000–$99,999
  • $100,000–$149,999
  • $150,000 or more
  • Prefer not to say
Q24
Multiple Choice
Which smartphone operating system do you primarily use?
  • iOS (Apple)
  • Android (Google)
  • Other
  • I don't use a smartphone
Q25
Chat Message
Thank you for completing this survey! Your responses have been recorded and will be used to help improve advertising and app experiences. We appreciate your time.

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