FeedPulse
OnboardingFintech

Onboarding Survey for Fintech

Evaluate the account setup and KYC onboarding experience.

When to Use

Send after account verification is complete and the user has made their first transaction.

Survey Questions (10)

1

How easy was the account creation process?

Scale
2

How straightforward was the identity verification (KYC) process?

Scale
3

How long did the verification take?

Multiple Choice
  • Less than 5 minutes
  • 5-15 minutes
  • 15-30 minutes
  • 30 minutes to 1 hour
  • More than 1 hour
4

How secure did you feel providing your personal information?

Scale
5

How clear were the instructions during setup?

Scale
6

How easy was it to link your bank account or payment method?

Scale
7

How would you rate the welcome experience after setup?

Scale
8

What was the most frustrating part of getting started?

Open-Ended
9

What would have made you feel more confident during signup?

Open-Ended
10

How could we improve the onboarding process?

Open-Ended

Best Practices

  • Measure effort specifically around KYC/identity verification
  • Ask about trust and security perceptions during onboarding
  • Segment by verification method and user type
  • Use results to reduce onboarding abandonment

Related Templates

Onboarding Survey for SaaSOnboarding Survey for EcommerceOnboarding Survey for HealthcareNPS Survey for FintechCSAT Survey for FintechCES Survey for Fintech

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