CES Survey for Fintech
Measure how easy it is for users to complete financial tasks on your platform.
When to Use
Send after account setup, transactions, or support interactions.
Survey Questions (10)
How easy was it to complete your transaction?
ScaleHow easy was the identity verification process?
ScaleHow easy was it to set up your account?
ScaleHow easy was it to understand fees and charges?
ScaleWhich step took the most effort?
Multiple Choice- Account creation
- Identity verification
- Linking accounts
- Making a transaction
- Contacting support
How easy was it to navigate the app/website?
ScaleHow easy was it to find the information you needed?
ScaleHow easy was it to resolve an issue with support?
ScaleWhat felt unnecessarily complicated?
Open-EndedWhat would make our platform easier to use?
Open-EndedBest Practices
- Measure effort for compliance-heavy flows like KYC separately
- Compare effort across different transaction types
- Track how effort changes after UX improvements
- Balance ease-of-use with necessary security steps
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