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Fintech Employee Retention & Turnover Risk Survey Template

Ready-to-use fintech pulse survey. Measure intent to leave, retention drivers, and manager impact. Get instant insights to cut turnover risk and lift engagement

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

Sample Survey Items

Q1
Chat Message
Welcome to this brief, confidential pulse survey about your experience at work. It should take about 5–7 minutes.
Q2
Rating
Overall, how satisfied are you with your experience working here today?
Scale: 11 (star)
Min: Very dissatisfiedMax: Very satisfied
Q3
Opinion Scale
How likely are you to look for a new role in the next 12 months?
Range: 1 – 10
Min: Very unlikelyMid: UnsureMax: Very likely
Q4
Multiple Choice
If you were to leave, what would be your primary reasons? Select all that apply.
  • Compensation level
  • Benefits package
  • Workload or burnout
  • Limited career growth
  • Lack of recognition
  • Leadership direction or trust
  • Product strategy or mission fit
  • Tools, processes, or technical debt
  • Manager relationship
  • Team culture or collaboration
  • Flexibility (hours or location)
  • Commute/office location
  • Job security or company stability
  • Regulatory or compliance burden
  • Other
Q5
Short Text
If applicable, was there a recent event that made you consider leaving? (optional)
Max 100 chars
Q6
Constant Sum
Allocate 100 points across the factors that most influence your decision to stay here.
Total must equal 100
Min per option: 0Whole numbers only
Q7
Matrix
Thinking about the past 3 months, how satisfied are you with each area?
RowsVery dissatisfiedDissatisfiedNeutralSatisfiedVery satisfied
Base pay•••••
Bonus/equity•••••
Workload balance•••••
Engineering tools and automation•••••
Product roadmap clarity•••••
Compliance and risk processes•••••
Career development support•••••
Leadership communication•••••
Q8
Dropdown
Compared with similar fintechs, our benefits are:
  • Much worse
  • Worse
  • About the same
  • Better
  • Much better
  • Not sure
Q9
Opinion Scale
My total compensation feels fair for my role and market.
Range: 1 – 10
Min: Strongly disagreeMid: NeutralMax: Strongly agree
Q10
Multiple Choice
Which compensation aspects feel least competitive? Select all that apply.
  • Base pay
  • Annual bonus structure
  • Equity value and refresh cadence
  • Internal pay equity
  • Pay growth pace
  • Benefits value
  • Location-based pay policy
  • Transparency of pay bands
Q11
Opinion Scale
In the last 4 weeks, my workload felt sustainable.
Range: 1 – 10
Min: Strongly disagreeMid: NeutralMax: Strongly agree
Q12
Rating
Meetings are efficient and purposeful.
Scale: 11 (star)
Min: Strongly disagreeMax: Strongly agree
Q13
Multiple Choice
Which changes would most encourage you to stay longer? Select up to 5.
  • Clear career pathways
  • Easier internal transfers
  • Mentorship or coaching
  • Transparent technical career ladder
  • Dedicated learning budget
  • More location flexibility
  • Better tooling/automation
  • Fewer shifting priorities
  • Greater autonomy/ownership
  • More competitive compensation reviews
  • Enhanced benefits (e.g., parental leave, mental health)
  • Recognition programs
Q14
Rating
My manager supports my growth and development.
Scale: 11 (star)
Min: Strongly disagreeMax: Strongly agree
Q15
Opinion Scale
I feel safe speaking up about problems without negative consequences.
Range: 1 – 10
Min: Strongly disagreeMid: NeutralMax: Strongly agree
Q16
Dropdown
Attention check: To confirm attention, please select "I am paying attention".
  • I am paying attention
  • I am not paying attention
  • Prefer not to say
Q17
Long Text
If you were to leave, what would be the primary reason?
Max 600 chars
Q18
Long Text
What is one change that would most increase your likelihood to stay for the next 2 years?
Max 600 chars
Q19
Dropdown
What is your primary function?
  • Engineering
  • Product
  • Design
  • Data/Analytics
  • Operations
  • Risk/Compliance
  • Customer Support/Success
  • Sales/Marketing
  • Finance
  • People/HR
Q20
Dropdown
What is your current level?
  • Individual contributor
  • Manager (people manager)
  • Senior manager
  • Director
  • Senior director
  • VP
  • Executive
  • Prefer not to say
Q21
Dropdown
How long have you been with the company?
  • Less than 6 months
  • 6–12 months
  • 1–2 years
  • 3–4 years
  • 5+ years
  • Prefer not to say
Q22
Dropdown
Where do you primarily work?
  • Onsite
  • Hybrid
  • Remote
  • Prefer not to say
Q23
Dropdown
Which region do you primarily work in?
  • North America
  • Europe
  • APAC
  • LATAM
  • Middle East
  • Africa
  • Prefer not to say
Q24
Dropdown
What is your employment status?
  • Full-time
  • Part-time
  • Contractor
  • Intern
  • Prefer not to say
Q25
Short Text
What is your team or product area? (optional)
Max 100 chars
Q26
Long Text
Any final comments to help us improve retention and reduce turnover risk?
Max 600 chars
Q27
AI Interview
AI Interview: 2 Follow-up Questions on retention and turnover
AI InterviewLength: 2Personality: [Object Object]Mode: Fast
Reference questions: 17
Q28
Chat Message
Thank you for your time and feedback!

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