BlankFi Finance Survey
In 2025, our team is aiming to help 1,000 families strengthen their Financial Intelligence and banking services. We are providing everyday folks with a variety of tools and services that the wealthy often use to create and protect a legacy for their loved ones. Please take a moment to fill out the form below to help us understand how we can best serve you! All the Best
Would you like to complete this survey anonymously? If so, please answer only the questions you feel comfortable answering.
Please Select
Yes
No
Name
First Name
Last Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
In which state do you currently reside?
*
Answer the following: I am currently a(n)....
Please Select
Employee
Business Owner
Sole Proprieter/Self-Employed
Unemployed
Other
What is your ethnicity?
Please Select
Caucasian
African American
Latino/X
Asian
Native American
Other
Answer the following: I am currently a(n)....
Employee
Business Owner
Sole Proprieter/Self-Employed
Unemployed
Other
What is your ethnicity?
Caucasian
African American
Latino/X
Asian
Native American
Other
Do you agree to allow BlankFi Inc. to use your name, image and/or likeness for promotional and research purposes?
Please Select
Yes
No
How do you currently manage your finances? Select all that apply. (Ctrl + select; Desktop only)
Traditional Bank Branch (In Person)
Credit Union
Online Web Services Bank
Mobile Banking App
Check Cashing Services
Payday Lender
Cash Only
Western Union/ Moneygram
Family or Friends
I don't manage my finances
Other
Financial Growth
What feature is most important to you in financial services?
Low fees
Ease of use
Accessibility
Financial education
Speaking to a human customer support
Quality customer support
Mobile banking
24/7 customer support
Innovative savings tools
Community based services
Easy access to loans
Budget tracker
Remote check deposit
Ai chat bot
Digital insights recommended based on your goals
Investment advice/ Stocks/ IRA, 401k
Financial Advisor/ Referral Service
Wealth Manager/ Estate Planning
Taxes/ Accounting Services
What has been your biggest challenge in managing your finances?
What financial institutions do you use?
What financial tools do you currently have? Select all that apply. (Ctrl + select; Desktop only)
Mobile Banking App
Physical Bank Branch
Online Banking Services
Budgeting Apps
Cash
Informal Savings Group (e.g. Rotating Savings and Credit Associations.)
Financial Planning Software/ apps
Excel / Spreadsheets
Physical ledger / Book
Traditional Bank Accounts
Microfinance Institutuons
Other
None
How often do you use banking services in a typical month (This includes checking your account balance)?
Never
Rarely(1 to 2 times)
Ocassionally(3 to 5 times)
Frequently(6 to 15 times)
Very Often (15 to 29 times)
Daily (30 to 45 times)
Multiple times a day (45+ times)
What issues have you experienced in your financial journey? Select all that apply. (Ctrl + select; Desktop only)
Lack of access to banking services
High fees for transanctions
Lack of trust in financial institutions
Difficulty in saving money
Limited credit services
Complexity of financial products
Poor customer service
Lack of financial literacy
Security concerns
Limited features or products
Inaccessibilty of physical branches
Denied credit/ loan for unfair reasons
Account closed for reasons out of your control
Lack of usage
Overdraft issues
Check not cashed
Check cashed but untimely
Other
What features are most important to you in financial services? Select all that apply. (Ctrl + select; Desktop only)
Low fees
Ease of use
Accessibility
Financial education
Speaking to a human customer support
Quality customer support
Mobile banking
24/7 customer support
Innovative savings tools
Community based services
Easy access to loans
Budget tracker
Remote check deposit
Ai chat bot
Digital insights recommended based on your goals
Investment advice/ Stocks/ IRA, 401k
Financial Advisor/ Referral Service
Wealth Manager/ Estate Planning
Taxes/ Accounting Services
How likely are you to use and/ or recommend a new banking services?
Very likely
Somewhat likely
Neutral
Not very likely
Not at all
How important is it for you to have access to financial education alongside banking services?
Very likely
Somewhat likely
Neutral
Not very likely
Not at all
How likely are you to use and recommend a new banking services designed for underserved communities to a friend or family member?
*
Very likely
Somewhat likely
Neutral
Not very likely
Not at all
Other
How important is it for you to have access to financial education alongside banking services?
*
Very Important
Somewhat Important
Neutral
Not very important
Not important at all
Other
In an ideal world, how would you like to manage your finances?
Can you briefly describe a frustrating situation you had with a financial institution?
Thank you for helping us with our mission at BlankFi
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