模板 市場調查 財務行為調查範本

財務行為調查範本

財務行為調查範本

使用現成範本，30 秒即可建立問卷。選擇範本、自訂內容，然後輕鬆分享並收集答卷。
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11
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Financial Behavior Survey Template

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*
What is your main monthly income source? [多選題]
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?[多選題]
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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模板介紹

財務行為調查範本是一種易於使用的研究表單，專為金融機構、市場調查員及消費者金融分析師設計，以研究公共資金管理習慣。


其結構涵蓋收入配置、儲蓄習慣、投資偏好及信用使用等問題，直覺式排版幫助受訪者快速完成回答。


根據您的研究目標編輯調查選項，數位化分發，並自動收集真實的財務偏好資料。結果洞察支持產品設計、服務優化及精準財務行銷規劃。


點擊「使用此範本」進行深入的財務群眾調查，輕鬆捕捉真實用戶的財務需求。

3 個簡單步驟即可開始

1

使用這個模板

點選「使用此範本」即可在 SurveyMars 中開啟。無需註冊，也能預覽和測試。

2

自訂您的問卷

編輯題目、上傳標誌，並將設計調整為符合您的品牌。無需技術能力，也能建立專業問卷。

3

分享並收集答卷

透過連結、QR Code 或嵌入網站分享。答卷送出後，會立即顯示在您的儀表板中。

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