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Banking App UX Audit: Sign-In, Transfers & Alerts

Evaluates customer experience across three core digital banking touchpoints—sign-in, money movement, and notifications—to surface usability pain points, feature demand, and alert-preference data for product teams.

Sample questions

A preview of what’s in the template. Every question is editable before you launch.

21 questions · ~4 min
Q01
Long Text

Welcome, and thank you for participating in this survey about your digital banking experience. This survey asks about your recent experiences with signing in, making transfers, and managing alerts. It should take approximately 6–8 minutes to complete. There are no right or wrong answers — we are interested in your honest opinions. Your responses are voluntary, confidential, and will be reported only in aggregate. You may stop at any time. Please click 'Next' to begin.

Q02
Multiple Choice

Have you used your bank's mobile app or website to sign in at least once in the last 30 days?

Q03
Long Text

How often do you typically sign in to your account (across all devices)?

Q04
Multiple Choice

In the last 30 days, which types of money movement did you use? Select all that apply.

Q05
Long Text

Please rank the following alert types by how important they are to you (1 = most important).

Q06
Multiple Choice

Which of the following money movement features would you be likely to use if available? Select all that apply.

Q07
AI Interview

We'd like to understand your experience a bit more. An AI moderator will ask a couple of brief follow-up questions about your transfer and alert experiences.

Q08
Long Text

In which region do you primarily live?

Q09
Long Text

Thank you for your time — your feedback directly helps us improve the sign-in, transfer, and alert experience. Your responses are confidential and will be analyzed in aggregate.

Q10
Long Text

Overall, how easy or difficult is it to sign in to your account?

Q11
Long Text

Approximately how many transfers or bill payments did you complete in the last 30 days?

Q12
Long Text

For a 'large transaction' alert, what minimum amount would you want to be notified about?

Q13
Long Text

Based on your experience, what one change would most improve your sign-in, transfer, or alert experience?

Q14
Long Text

What is your age group?

Q15
Multiple Choice

In the last 30 days, which, if any, sign-in issues did you experience? Select all that apply.

Q16
Long Text

Thinking about your most recent transfer or payment, how easy or difficult was it to complete?

Q17
Multiple Choice

How do you describe your gender?

Q18
Long Text

How would you rate the speed of your most recent transfer or payment?

Q19
Long Text

What is the highest level of education you have completed?

Q20
Long Text

How confident are you that your transfers and payments will be processed correctly and securely?

Q21
Multiple Choice

What is your current employment status?

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.

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.