Purchase Behavior Survey
for Banking and Finance Sector
This purchase behaviour survey is a guide to understand how a customer makes a purchasing decision. It reveals preferences, influences and banking history. Use the data to drive targeted communications within mobile applications, websites and offer a seamless customer service.
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: ___________________________________________
Features for Behavior Survey
Form for Banking and Financial Industry
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Learn About this Purchase Behavior Survey Form for the Banking Industry
Why do you need to study the purchase behavior of customers in the bank and finance sector?
Personalizing banking offers:
Understanding customer behavior enables us to tailor financial products like loans or credit cards to meet specific needs. People have different levels of financial involvement and investment practices. Tailor made offers can cater to various segments of the banking industry.
Improving marketing strategies:
Analyzing purchase decisions to design targeted campaigns and promotions that align with customers’ financial goals. Marketing strategies are also affected by rules set by the banking network and government policies. Knowing the current policies can help marketers work towards the effectiveness of the marketing efforts.
Enhancing CX at touchpoints:
Identifying behavioral patterns helps us streamline the customer journey. Touchpoints include mobile apps, banking websites, ATMs and physical bank locations. Offering a seamless and consistent service across these touch points can increase all-round user satisfaction.
Building customer loyalty:
A deeper understanding of purchase drivers helps us strengthen relationships. This is done by offering consistent assistance and solutions that encourage long-term trust and loyalty.