Purchase Behavior Survey For
Banking And Financial Services Industry

Assess customer buying habits with this survey template for the banking and financial industry. This survey aims to identify factors in service selection, transaction preferences, essential considerations for new products, research habits, and technological challenges faced by the users.

Purchase Behavior Survey For
Banking & Financial Services Industry

1. How frequently do you typically use banking/financial services in a month? (MCQ-Single Selection)
○ Daily
○ 2-3 times a week
○ Once a week
○ 2-3 times a month
○ Once a month or less

2.Which banking/financial services do you commonly use? (MCQ-Multiple Selection)
□ Checking accounts
□ Savings accounts
□ Personal loans
□ Credit cards
□ Mortgage services
□ Investment opportunities
□ Insurance services
□ Others (Please specify)

3. What influences your choice of using a specific banking/financial service? (MCQ-Multiple Selection)
□ Convenience of access (branches, ATMs)
□ Competitive interest rates
□ Customer service quality
□ Recommendations from friends/family
□ Online/mobile banking features
□ Brand reputation/trustworthiness
□ Others (Please specify)

4. How do you prefer to conduct most of your banking transactions?  (MCQ-Single Selection)
□ In-person at branches
□ Online through a website
□ Mobile banking app
□ Over the phone
□ Combination of methods

5.Which factors are essential when considering a new financial product or service?  (MCQ-Multiple Selection)
□ Low fees or charges
□ Ease of use and simplicity
□ Flexibility in terms and conditions
□ Security measures in place
□ High-interest rates or returns
□ Others (Please specify)

6. Do you tend to research extensively before choosing a new banking/financial service? (MCQ-Single Selection)
○ Yes, I conduct thorough research
○ I look into it casually
○ No, I usually go with what I know

7. Which time of the day do you prefer to carry out financial transactions or manage your finances?(MCQ-Single Selection)
○ Morning
○ Afternoon
○ Evening
○ Night

8. What challenges do you face while using banking/financial services that you wish could be resolved? (MCQ-Multiple Selection)
□ Long wait times at branches
□ Complicated account processes
□ Technical issues with online/mobile banking
□ Lack of personalized service
□ Transparency issues with fees/charges
□ Others (Please specify)

9. Are you open to trying new financial technology or innovations (e.g., digital wallets, cryptocurrencies) offered by <Your Brand>? (MCQ-Single Selection)
○ Yes
○ No

10. What additional features or services would make you more inclined to switch to <Your Brand> from your current provider? (Open-ended)
Ans: ___________________________________________