模板 市场调查 财务行为调查模板

财务行为调查模板

财务行为调查模板

使用现成模板，30 秒即可创建问卷。选择模板、自定义内容，然后轻松分享并收集答卷。
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11
题
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Financial Behavior Survey Template

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*
What is your main monthly income source? [多选题]
Full-time salary
Part-time / side income
Business operating income
Investment returns
Family support / pension
Other
*
How do you usually manage your monthly income?
Mostly spend, little savings
Balance spending and saving
Save most income, low consumption
Mainly invest surplus funds
*
What is your primary monthly expense category?
Housing & utilities
Daily catering & shopping
Transportation & travel
Education & self-investment
Entertainment & leisure
*
Do you have regular savings habits?
Yes, fixed savings every month
Save money when there is surplus
Rarely save
No savings habit
*
Have you ever participated in financial investment?
Frequently invest
Occasional investment
Tried once or twice
Never invested
*
Which financial products do you prefer or use?[多选题]
Bank deposit / fixed deposit
Money market funds
Stocks / funds
Insurance products
Low-risk wealth management
No investment products
*
What is your risk tolerance for investment?
Risk-averse, prefer guaranteed returns
Low risk with stable profit
Medium risk with balanced returns
High risk for high returns
*
Do you use consumer credit or installment services?
Frequently
Occasionally
Seldom
Never
*
What is your biggest financial demand at present?
Asset preservation & stable wealth growth
Reasonable consumption planning
Emergency fund accumulation
Long-term financial & retirement planning
Reduce debt & financial pressure
*
What prevents you from more financial management?
Insufficient disposable funds
Lack of financial knowledge
Worry about investment risks
No time to manage finances
No demand for financial management
Other financial needs or suggestions
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模板介绍

财务行为调查模板是一种用户友好的研究表单，专为金融机构、市场研究人员和消费者金融分析师设计，用于研究公共资金管理习惯。


其结构涵盖收入配置、储蓄习惯、投资偏好和信用使用等问题，直观的布局帮助受访者快速完成回答。


根据你的研究目标编辑调查选项，数字化分发，并自动收集真实的金融偏好数据。结果洞察支持产品设计、服务优化和有针对性的财务营销规划。


点击“使用此模板”，进行深入的金融群体调研，轻松捕捉真实的用户财务需求。

3 个简单步骤即可开始

1

使用这个模板

点击“使用此模板”即可在 SurveyMars 中打开。无需注册，也能预览和测试。

2

自定义您的问卷

编辑题目、上传 Logo，并将设计调整为符合您的品牌。无需技术能力，也能创建专业问卷。

3

分享并收集答卷

通过链接、二维码或嵌入网站分享。答卷提交后，会立即显示在您的仪表盘中。

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