Financial Awareness

Financial Awareness

1. (a). Do you actively look after your finances (cash, credit card, loans, etc) - select either Yes or No below?

+

(b). If yes, tell us how you manage your finance, in the "comments" section below e.g. paper/pen, Excel, personal finance app, etc? *

Yes
No

Comments:

2. (a). Would you consider using an online and or app (mobile)-based solution to manage your finances and provide you with an aggregated/consolidated view of all your accounts - select either Yes or No below?

+

(b). If your response is No, in the "comments" section below, explain why not AND what if anything can be done to change your mind? *

Yes
No

Comments:

3. What feature(s) would interest you in an online or app-based finance solution - select one or more options from the list below? *

Budgeting
Bank Balance(s): consolidated view & management

Credit card balance(s): consolidated view & management

Price comparison (e.g. Utility, Financial products, Foreign exchange)

Other (please specify):

4. What element of your financial well-being is important to you - select from one or more of the options below? *

Saving

Debt management (Loans, Credit cards)

Making ends meet each month

Other (please specify):

5. (a). Do you actively budget each month - select either Yes or No below?

+

(b). If yes, tell us what tool you use to budget in the "comments" section below e.g. paper/pen, Excel, personal finance app, etc? *

Yes

No

Comments:

6. Are you an impulse buyer and or active sales shopper (bargain hunter): select either Yes or No for "a" and "b" below? *

	Yes	No
(a). Impulse buyer	(a). Impulse buyer Yes	(a). Impulse buyer No
(b). Bargain hunter (sales shopper)	(b). Bargain hunter (sales shopper) Yes	(b). Bargain hunter (sales shopper) No

7. Indicate below how you pay for goods or services by selecting one or more of the relevant payment methods below: *

8. (a). Do you actively shop around for the best financial products to match your needs e.g. saving account, credit cards, loans, mortgages - select either Yes or No below?

+

(b). If your response is Yes, state whether you use the services of a financial adviser, in the "comments" section below.. *

Yes
No

Comments:

9. Would you allow an online or app-based product access to your accounts to provide you with the following advice/action with the aim of saving you time or making you money - select either Yes or No for "a" to "d" below:
*

	Yes	No
(a). Moving unused cash to your highest Interest bearing saving account	(a). Moving unused cash to your highest Interest bearing saving account Yes	(a). Moving unused cash to your highest Interest bearing saving account No
(b). Suggest the top 3 or 5 accounts for your needs (Bank or Credit cards)	(b). Suggest the top 3 or 5 accounts for your needs (Bank or Credit cards) Yes	(b). Suggest the top 3 or 5 accounts for your needs (Bank or Credit cards) No
(c). Highlight utility (Telephone, Gas, Landline or Mobile) costs higher than last month or quarter	(c). Highlight utility (Telephone, Gas, Landline or Mobile) costs higher than last month or quarter Yes	(c). Highlight utility (Telephone, Gas, Landline or Mobile) costs higher than last month or quarter No
(d). Suggest or manage payment of credit card, utility bills	(d). Suggest or manage payment of credit card, utility bills Yes	(d). Suggest or manage payment of credit card, utility bills No

10. (a). Which digital brand do you classify as trusted from a Data privacy & security perspective - select one or more examples from the list below?

+

(b). In the "comments" section below, state why you trust the selected brand(s) offering e.g user interface, data privacy, security, support service, etc? *

Comments:

11. Please select your gender?

Male
Female
Other

12. Please select your age range? *

13. Please select your employment status below? *

14. Please select your country of residence? *

UK
Other (please specify):

15. Where did you hear about this survey? *

RSA
Family/Friend

LinkedIn

Other (please specify):

Powered by SmartSurvey

Check out our survey templates or create your own.