Survey

*
1. Name

Name First Name
Last Name

*
2. Gender

Gender Male

Female

3. Work Phone Number

Work Phone Number

4. Cell Phone Number

Cell Phone Number

*
5. Best contact number between the hours of 9am-7pm

Best contact number between the hours of 9am-7pm

*
6. Age

Age

7. Have you heard that Schlesinger Associates is re-branding our database? InspiredOpinions has officially been launched to the Schlesinger Associates community! The new site combines all of Schlesinger's research efforts in one place so that you have an even greater chance to earn and learn - all while having a say.

Chances are you have received an invitation to join so check your inbox for an email from Schlesinger Associates regarding InspiredOpinions. Be sure to activate your profile on the new site or if you prefer, please provide your email and we’ll send an invitation out to you. (The email will be from heatherc@inspiredopinions.com)

Have you heard that Schlesinger Associates is re-branding our database? InspiredOpinions has officially been launched to the Schlesinger Associates community! The new site combines all of Schlesinger's research efforts in one place so that you have an even greater chance to earn and learn - all while having a say. Chances are you have received an invitation to join so check your inbox for an email from Schlesinger Associates regarding InspiredOpinions. Be sure to activate your profile on the new site or if you prefer, please provide your email and we’ll send an invitation out to you. (The email will be from heatherc@inspiredopinions.com) Email Address

8. Race

Race White or Caucasian

Hispanic or Latino

Black or African-American

Asian-American or Pacific Islander

Native American or American Indian

Other (please specify)

9. When was the last time you participated in a research focus group or one on one interview?

When was the last time you participated in a research focus group or one on one interview? Less than 3 months ago

3-6 months ago

6-12 months ago

More than 1 year ago

Never

10. Do you, or anyone in your household you are close to, work in any of the following types of businesses or occupations?

	Yes	No
Banking	*Do you, or anyone in your household you are close to, work in any of the following types of businesses or occupations? Banking Yes	Banking No
Newspapers, TV or radio	Newspapers, TV or radio Yes	Newspapers, TV or radio No
Marketing Research	Marketing Research Yes	Marketing Research No
An advertising or marketing agency	An advertising or marketing agency Yes	An advertising or marketing agency No

11. Which of the following ranges contains your annual household income before taxes?

Which of the following ranges contains your annual household income before taxes? Less than $50,000

$50,000 - $74,999

$75,000-$99,999

$100,000-$124,999

$125,000-$149,999

$150,000-$299,999

$300,000-$499,999

$500,000 and over

12. When making decisions that involve financial services for your personal or household use, would you describe your role in the decision as…

When making decisions that involve financial services for your personal or household use, would you describe your role in the decision as… I am the sole decision maker

I am involved in at least 50% of this decision, but not the sole decision maker

I am involved in less than 50% of this decision

I am not involved at all in this decision

13. Please describe the extent to which you agree or disagree with each statement.

	Agree completely	Agree somewhat	Neither agree nor disagree	Disagree somewhat	Disagree completely
I think it’s important to save money for the future	*Please describe the extent to which you agree or disagree with each statement. I think it’s important to save money for the future Agree completely	I think it’s important to save money for the future Agree somewhat	I think it’s important to save money for the future Neither agree nor disagree	I think it’s important to save money for the future Disagree somewhat	I think it’s important to save money for the future Disagree completely
In addition to my retirement account or 401K, I try to save money each month	In addition to my retirement account or 401K, I try to save money each month Agree completely	In addition to my retirement account or 401K, I try to save money each month Agree somewhat	In addition to my retirement account or 401K, I try to save money each month Neither agree nor disagree	In addition to my retirement account or 401K, I try to save money each month Disagree somewhat	In addition to my retirement account or 401K, I try to save money each month Disagree completely

14. Which of the following activities, if any, do you perform online?

Which of the following activities, if any, do you perform online? Purchase goods/services

Research products

Participate in social sites

Conduct banking online

None of the above

15. How likely are you to consider adding an additional financial institution to the one(s) you already do business with?

How likely are you to consider adding an additional financial institution to the one(s) you already do business with? Definitely would consider

Probably would consider

Might or might not consider

Probably would not consider

Definitely would not consider

16. How likely are you to do business with a financial institution that is only online (i.e., no physical branch locations)?

How likely are you to do business with a financial institution that is only online (i.e., no physical branch locations)? Extremely likely

Somewhat likely

Neither likely nor unlikely

Somewhat unlikely

Extremely unlikely

17. How likely would you be to consider opening a new CD, savings account or money market account, opening an additional CD, savings account or money market account or switching an existing CD, savings account or money market account to a new bank?

How likely would you be to consider opening a new CD, savings account or money market account, opening an additional CD, savings account or money market account or switching an existing CD, savings account or money market account to a new bank? Definitely would consider

Probably would consider

Might or might not consider

Probably would not consider

Definitely would not consider

18. How likely would you be to consider opening a new CD, savings account or money market account, opening an additional CD, savings account or money market account or switching an existing CD, savings account or money market account to a bank that did NOT have physical branches?

Probably would consider

Might or might not consider

Probably would not consider

Definitely would not consider

19. Have you ever opened a CD, savings account or money market account online?

Have you ever opened a CD, savings account or money market account online? Yes

20. How likely would you be to consider opening a new checking account, opening an additional checking account or switching an existing checking account to a new bank?

How likely would you be to consider opening a new checking account, opening an additional checking account or switching an existing checking account to a new bank? Definitely would consider

Probably would consider

Might or might not consider

Probably would not consider

Definitely would not consider

21. How likely would you be to consider opening a new checking account, opening an additional checking account or switching an existing checking account to a bank that did NOT have physical branches?

How likely would you be to consider opening a new checking account, opening an additional checking account or switching an existing checking account to a bank that did NOT have physical branches? Definitely would consider

Probably would consider

Might or might not consider

Probably would not consider

Definitely would not consider

22. Have you ever opened a checking account online?

Have you ever opened a checking account online? Yes

1. Financial Usage

*1. Name

*2. Gender

3. Work Phone Number

4. Cell Phone Number

*5. Best contact number between the hours of 9am-7pm

*6. Age

8. Race

9. When was the last time you participated in a research focus group or one on one interview?

10. Do you, or anyone in your household you are close to, work in any of the following types of businesses or occupations?

11. Which of the following ranges contains your annual household income before taxes?

12. When making decisions that involve financial services for your personal or household use, would you describe your role in the decision as…

13. Please describe the extent to which you agree or disagree with each statement.

14. Which of the following activities, if any, do you perform online?

15. How likely are you to consider adding an additional financial institution to the one(s) you already do business with?

16. How likely are you to do business with a financial institution that is only online (i.e., no physical branch locations)?

17. How likely would you be to consider opening a new CD, savings account or money market account, opening an additional CD, savings account or money market account or switching an existing CD, savings account or money market account to a new bank?

18. How likely would you be to consider opening a new CD, savings account or money market account, opening an additional CD, savings account or money market account or switching an existing CD, savings account or money market account to a bank that did NOT have physical branches?

19. Have you ever opened a CD, savings account or money market account online?

20. How likely would you be to consider opening a new checking account, opening an additional checking account or switching an existing checking account to a new bank?

21. How likely would you be to consider opening a new checking account, opening an additional checking account or switching an existing checking account to a bank that did NOT have physical branches?

22. Have you ever opened a checking account online?

*
1. Name

*
2. Gender

*
5. Best contact number between the hours of 9am-7pm

*
6. Age