Finance & Insurance
Proven studies in this category, ready to customize.
Parametric Insurance Trust & Payout Confidence Survey
Measures policyholder understanding of parametric triggers and trust in automated payout mechanisms, identifying key trust drivers, barriers, and basis-risk tolerance to inform product design and communication strategies.
View templateLoan Servicing Experience & Satisfaction Survey
Measures borrower satisfaction across loan statement clarity, escrow account transparency, and customer support quality to identify key drivers of retention and service improvement opportunities.
View templateDigital Micropayments: Consumer Adoption & Barriers Study
Measures consumer awareness, usage behavior, perceived barriers, use-case interest, and price thresholds for digital micropayments. Designed for market researchers studying payment innovation adoption across consumer segments.
View templateIdentity Verification Friction & Trust Assessment
Measures ease, clarity, trust, and drop-off points across KYC/AML identity verification flows. Designed for compliance, product, and UX teams seeking to reduce verification abandonment and improve onboarding completion rates.
View templateForecast Confidence & Scenario Planning Assessment
Assesses team confidence in operational forecast accuracy, input quality, and scenario planning practices across functions. Designed for cross-functional teams to identify forecasting gaps, process bottlenecks, and planning improvement priorities.
View templateConsumer Financial Confidence, Savings & Debt Stress Survey
Measures household financial confidence, savings buffer adequacy, debt stress, and behavioral coping strategies. Designed for consumer research panels to track financial resilience and segment by financial health.
View templateBanking 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.
View templateDAO Governance Satisfaction & Participation Survey
Measures member satisfaction with proposal processes, voting experience, and treasury transparency in decentralized communities. Designed to identify participation barriers, trust gaps, and priority improvements for governance leads.
View templateCrypto Wallet Setup, Recovery & Transaction UX Survey
Evaluates self-custody wallet onboarding friction, seed phrase recovery confidence, and on-chain transaction clarity to identify UX improvements. Designed for crypto wallet product teams targeting active wallet users.
View templateCrypto Wallet Setup & Recovery UX Study
Evaluates user comprehension, confidence, and preferences around non-custodial wallet setup flows, seed phrase recovery, and network fee transparency to identify UX friction points and reduce drop-off.
View templateCredit Card Dispute Resolution Experience Survey
Measures cardholder satisfaction, effort, and friction across the end-to-end dispute lifecycle—from initiation through resolution—to identify process improvements and support retention.
View templateBNPL Consumer Usage, Trust & Attitudes Survey
Measures Buy Now, Pay Later adoption patterns, provider preferences, spending thresholds, trust drivers, and consumer concerns. Designed for fintech product teams, lenders, and market researchers seeking segmentation and attitudinal insights from adult consumers.
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