MillennialSurvey

Resurgent Performance Inc., Millennial Banking Survey

Your feedback is greatly appreciated and will be used to identify ways community banks can better engage, and market to, Millennials. We kindly ask that you be as specific and detailed as possible in your responses.

Please only answer the questions below if you were born between 1982 and 2004.

If you would like to be entered into a drawing to win a $25 dollar Starbucks giftcard, please include your email address at the end of this survey.

*By answering the questions below, you acknowledge that full, or part, responses can potentially be quoted in print material.

Survey

* Indicates required field

What year were you born? *

Do you bank with a community bank or a large bank (Ex. Wells Fargo, Bank of America, Citi)? If not a community bank, why? *

Are you aware of the community banks serving your area? Have you taken notice of any local community bank marketing or advertising efforts? *

How often do you enter a bank? What is primarily your purpose for entering a banking branch (i.e. withdraw, questions about account, business account deposit, etc.) *

If your bank offered any free classes or advisement services, would you use them? If so, what kind of information would be useful to you (I.E. saving, investment, debt repayment, mortgage options, etc.)? Please be as specific as possible. *

Is there any banking technology that you would like to see in the future? Or any technology your bank has yet to adopt that already exists? *

Would you consider working for a bank? If not, why not? If yes, why so? *

If you needed to borrow money (personal loan, educational loan, mortage. etc), would you use your bank? Or, would you be using a credit union, Fintech service, or another option? Why? *

On a scale of 1-10, how comfortable do you feel with managing your finances and preparing financially for your future? Please expand upon your numerical answer. *

Do you have a personal financial plan for your future? Would you consider input and assistance from a bank investment advisor or financial planner? *

Do you uses any services outside of your bank to help manage your finances (i.e Mint, Acorn, or other financial snapshot technology, outside investment planner, etc.)? Does your bank offer the same technology or service? If so, why are you using another service? *

What is the most unfavorable customer service experience that you have experienced with a bank? Please describe it. *

What is the best customer service experience that you have had with a bank? Please describe it in detail. *

How many times have you changed your primary banking relationship since opening your first checking account? What were the reason(s) behind switching banks? *

If you could give advice to bank CEOs on how to better engage millennials and gain their business, what would it be? Please share as many ideas/as much advice as you would like. *

Any other general thoughts/comments/ideas regarding community banks or Millennials and banking? *

Please enter your email address if you would like to be entered to win a $25 dollar Starbucks giftcard. *

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Resurgent Performance Inc., Millennial Banking Survey

Survey

﻿Resurgent performance, inc.4920 Atlanta Highwaysuite 309alpharetta, ga 30004(770) 664-9239﻿

Resurgent performance, inc.
4920 Atlanta Highway
suite 309
alpharetta, ga 30004
(770) 664-9239