Q01
Message
All templatesMarket Research
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.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
25 questions · ~11 min
Q02
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
Q03
Long Text
When you think of apps for managing, sending, or investing money, which brand comes to mind first?
Q04
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
Q05
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
Q06
Opinion Scale
How likely are you to consider using a money management or payment app in the next 6 months?
Scale: 1 – 7
Min:Not at all likelyMax:Extremely likely
Q07
Opinion Scale
To what extent do you agree or disagree: "Money and payment apps make managing my finances easier."
Scale: 1 – 7
Min:Strongly disagreeMax:Strongly agree
Q08
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.
Q09
Dropdown
What is your age?
- 18–24
- 25–34
- 35–44
- 45–54
- 55–64
- 65+
Q10
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.
Q11
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)
Q12
Opinion Scale
Based on the ad you recalled, how likely are you to consider using that brand?
Scale: 1 – 7
Min:Not at all likelyMax:Extremely likely
Q13
Opinion Scale
To what extent do you agree or disagree: "I trust money and payment apps with my personal financial information."
Scale: 1 – 7
Min:Strongly disagreeMax:Strongly agree
Q14
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?
Q15
Multiple Choice
What is your gender?
- Woman
- Man
- Non-binary
- Prefer not to say
Q16
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
Q17
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
Q18
Opinion Scale
To what extent do you agree or disagree: "Advertising for money apps helps me discover new features or services."
Scale: 1 – 7
Min:Strongly disagreeMax:Strongly agree
Q19
Dropdown
Where do you currently live?
- United States
- United Kingdom
- Canada
- Australia
- India
- Germany
- France
- Brazil
- Mexico
- South Africa
- Other
Q20
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.)
Q21
Ranking
Please rank the features you value most when choosing a money or payment app (1 = most important).
- Low, transparent fees
- Security and fraud protection
- Ease of use
- Fast transfers and payments
- Customer support quality
- Rewards or cashback
Drag to rank
Q22
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
Q23
Multiple Choice
What is your current employment status?
- Working full-time
- Working part-time
- Self-employed
- Student
- Homemaker
- Unemployed
- Retired
- Prefer not to say
Q24
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
Q25
Multiple Choice
Which smartphone operating system do you primarily use?
- iOS (Apple)
- Android (Google)
- Other
- I don't use a smartphone
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
- Purpose-built for fintech brand lift: separate unaided and aided awareness questions specifically about money, payment, and investing apps, not generic brands
- Captures the full ad-exposure funnel in one flow — recent ad exposure, channel recall, brand attribution, and an open-text probe on what stood out creatively
- Measures consideration lift by comparing general category consideration against consideration for the specific recalled brand, plus a forced-choice brand preference question and feature-priority ranking
- Includes an AI follow-up interview that dynamically probes respondents on their reaction to money-app advertising, going beyond what any static question list can surface
SurveyMonkey
Brand Pulse Survey: Campaign Awareness TemplateA fielding-ready generic campaign awareness template, not built for fintech or payment-app brand tracking specifically. Useful as a starting point for basic recall/awareness questions, backed by SurveyMonkey's large respondent panel and benchmarking tools.
What it does well
- Ready-to-field template with SurveyMonkey's established survey logic and distribution tools
- Access to a large panel and industry benchmark data for comparison
- Established brand awareness/campaign question structure
Where it falls short
- No adaptive AI follow-up interviewing — questions are fixed and don't probe individual responses further
- Not tailored to fintech/money-app category recall or ad-channel attribution
- No transparent, publishable methodology for how questions or scoring were generated
SurveySparrow
Brand Awareness Survey TemplateA generic, conversational-style brand awareness template rather than a fintech ad-effectiveness study. It covers basic awareness and recall in SurveySparrow's chat-like UI but lacks category-specific structure for money apps.
What it does well
- Conversational, chat-style question flow that may feel more engaging than a static form
- Ready-to-field brand awareness template
- Mobile-friendly presentation typical of SurveySparrow
Where it falls short
- No adaptive AI probing — conversational UI is scripted, not dynamically generated per response
- No fintech-specific unaided/aided recall or consideration-lift structure
- No automated per-response quality scoring or transparent prompt methodology
Jotform
Brand Awareness Survey Form TemplateA basic, customizable form template for general brand awareness rather than a fintech-specific ad recall/brand lift instrument. Good for quick, simple form building but leaves category-specific design work to the researcher.
What it does well
- Highly customizable drag-and-drop form builder
- Ready-to-field template that's easy to adapt for many industries
- Wide range of integrations typical of Jotform's platform
Where it falls short
- No adaptive AI follow-up interviewing or voice AI interviews — it's a static form
- No fintech-specific ad-exposure, recall, or consideration-lift question flow
- No automated response quality scoring or auto-generated analysis report
Typeform
Brand Awareness Survey TemplateA polished, generic brand awareness template known for Typeform's conversational one-question-at-a-time design, but not tailored to fintech advertising or brand-lift measurement. Suitable for simple awareness checks rather than a full ad-effectiveness study.
What it does well
- Clean, conversational one-question-at-a-time interface that tends to improve completion rates
- Ready-to-field generic brand awareness template
- Strong visual design typical of Typeform
Where it falls short
- No adaptive AI or voice interviewing — question order and content are fixed regardless of answers
- No fintech-specific recall, ad-channel attribution, or consideration-lift structure
- No transparent prompt methodology or automated quality scoring of responses
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.
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