Significant AI Trends for the Financial Industry in 2024 and How to Utilize Them
Wax Financial E-Survey
1. Financial eSurvey Wax Custom Communications conducts a survey to find out how people feel about their financial institutions
2. 1. What is the most important financial problem facing your family today? 2. How confident are you in your financial institution’s viability?
3. 3.Do you feel safer with a: 4. What is the most important service a bank provides?
4. 5. What resources do you use to make financial decisions? (Choose all that apply)
5. 6. In order of importance, rank the reasons for choosing your financial institution.
6. 7. What is your level of satisfaction with your financial advisor? 8. How confident are you using online banking services?
7. 9. Does your bank offer identity theft protection and credit monitoring? 10. Is identity theft a:
8. 11. How satisfied are you with your financial institution's communication efforts? 12. How would you like to receive information from your financial institution? (Choose all that apply)
9. 13. If your financial institution offered, free of charge, an e-mail message containing current news and business information, how interested would you be in receiving this service?