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We are interested in your financial dreams, and we want to know how a financial institution can help you get where you want to go. Please take a few minutes and respond to this short survey.
1. What is your biggest financial challenge currently?
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Savings
Retirement
Large purchase
Budgeting
Other (please specify)
2. What is your confidence level you will be able to solve/overcome that challenge?
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High
Medium
Low
3. How can First Tech help you overcome your biggest financial challenge?
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4. Please rank the following product-based criteria from the most to least important to you. (Rank 1 to 7)
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Convenient access to surcharge free ATMs
Convenient locations
Easy access through mobile and online banking
Low fees
Good rates
Ease of opening new accounts
Personalized product offerings
5. Please rank the following service-based criteria from the most to least important to you. (Rank 1 to 8)
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Excellent service
Able to connect directly to a real person
Reputable and secure company
Provide expert advice
Community involvement
Self-service banking
Customizable online banking
No problems
6. Do you agree or disagree with this statement? I feel positively about credit unions and other financial institutions.
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Strongly agree
Agree
Neither agree nor disagree
Disagree
Strongly disagree
7. What could First Tech improve on?
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They make it difficult to reach a real person
They do not offer personalized solutions to me
They have high fees
Their rates are not competitive
Their website/apps are not easy to use
They do not act in my best interest (please specify)
Other (please specify)
Nothing, I am satisfied with First Tech
8. Below is a list of words people have used to describe financial institutions. Please choose the adjectives that describe your IDEAL financial institution.
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Approachable
Caring
Community oriented
Experienced
Friendly
Helpful
Honest
Innovative
Knowledgeable
Local
Proactive
Professional
Secure
Competent
Trustworthy
Fair
Reliable
9. Which of the following do you believe First Tech offers?
Checking/Savings
Mortgages
Lines of Credit
Auto Loans
CDs/Certificates
Credit Cards
Investments
Insurance
Not sure
