Brand Positioning Survey For
Banking And Financial Services Industry

Use this brand positioning survey template for the banking and financial industry to assess market position. This survey aims to identify how your financial institution performs against competitors, competitor’s leverages and unique selling proposition of your brand.  

Brand Positioning Survey For
Banking & Financial Services Industry

1. Which of the following banking/financial service providers have you used in the past 12 months? (MCQ-Multiple Selection)
□ <Your Brand>
□ Competitor A
□ Competitor B
□ Competitor C
□ Competitor D
□ Others (Please specify)

2.How often do you hear about or see advertisements for <Your Brand> compared to its competitors? (MCQ-Single Selection)
○ Much more frequently for <Your Brand>
○ Somewhat more frequently for <Your Brand>
○ About the same for all
○ Less frequently for <Your Brand>
○ Much less frequently for <Your Brand>

3. What do you perceive as the primary strengths of <Your Brand> compared to its competitors? (MCQ-Multiple Selection)
□ Better interest rates
□ Superior customer service
□ Wide range of service offerings
□ Technologically advanced platforms
□ Strong brand reputation
□ Others (Please specify)

4. Which aspects of <Your Brand>’s services/products do you think set it apart from competitors?  (MCQ-Multiple Selection)
□ Unique features or benefits
□ Exceptional customer experience
□ Innovative technology solutions
□ Specialized services for niche markets
□ Brand’s ethical stance or values
□ Others (Please specify)

5.How likely are you to choose <Your Brand> over its competitors for your future banking/financial needs?  (MCQ-Single Selection)
○ Very likely
○ Likely
○ Neutral
○ Unlikely
○ Very unlikely

6.Which competitor do you perceive as the biggest threat to <Your Brand>’s position in the market? (MCQ-Single Selection)
○ Competitor A
○ Competitor B
○ Competitor C
○ Competitor D
○ Others (Please specify)

7. On a scale of 1 to 5, how well do you believe <Your Brand> compares to its competitors in terms of overall service quality? (MCQ-Multiple Selection)
□ 1 – Much lower than competitors
□ 2 – Lower than competitors
□ 3 – About the same as competitors
□ 4 – Higher than competitors
□ 5 – Much higher than competitors

8. What additional services or features would make <Your Brand> more appealing compared to its competitors? (MCQ-Multiple Selection)
○ Enhancing digital banking features
○ Offering more competitive rates
○ Improving customer service
○ Expanding service offerings
○ Strengthening marketing efforts
○ Others (Please specify)

9. What additional services or features would make <Your Brand> more appealing compared to its competitors? (MCQ-Multiple Selection)
□ Enhanced rewards programs
□ Better investment opportunities
□ Streamlined application processes
□ Personalized financial advice/planning
□ Enhanced security measures
□ Others (Please specify)

10. In your opinion, what sets <Your Brand> apart as a preferred choice in the market?  (Open-ended)
Ans: ___________________________________________