Dear Participants,
Hello! We are conducting a study of Lloyd' financial products to assess their effectiveness in helping customers achieve their financial goals. Your feedback is very important to us to help us understand your feedback and opinions in order to improve our services. This questionnaire guarantees that your information will be kept strictly confidential. Thank you for your participation and support!
Basic Information 1.Your occupation is: ?Business owners ?Employee ?Freelancers ?retirees ?Other
2.Your age range is: ?Age 18-25 ?26 to 35 years old ?36 to 45 years old ?46-55 years old ?Over 56 years old
Experience with financial products 3.You use Lloyd Financial products primarily to: ?Savings ?Investment ?Loan ?Credit card spending ?Other
4.Which of the following financial objectives do you think Lloyd financial products are most effective in meeting? (Multiple choices) The establishment of an emergency fund ?Retirement Planning ?Education fund ?Asset appreciation ?Debt management ?Other
Product features and risk management 5.How do you evaluate the risk management strategy of Lloyd Financial products? ?Very effective ?effective ?In general ?Invalid ?Very ineffective
6.Do you know the risk rating method of the financial products offered by Lloyd Bank? ?Yes ?No
7.Do you think Lloyd Bank has fully disclosed the risks of financial products when offering them? ?Full disclosure ?Most disclosures ?Partial disclosure ?Rarely disclosed ?Not disclosed
Customer Relationship Management and Service Experience 8.How satisfied are you with Lloyd' customer service? ?Very satisfied ?satisfaction ?In general ?Be dissatisfied ?Be very dissatisfied
9.How effective do you think Lloyd' CRM strategy has been in helping you achieve your financial goals? ?Very effective ?effective ?In general ?Invalid ?Very ineffective
10.Do you feel that Lloyd' financial products and services meet your individual needs? ?Be completely satisfied with ?Basic satisfaction ?In general ?Be unsatisfied ?Be completely unsatisfied
Fin-tech Applications 11.Have you used Lloyd Fin-tech services (e.g. online banking, mobile applications, etc.)? ?Yes ?No
12.How effective do you think Fin-tech has been in improving the efficiency of Lloyd' services and customer experience? ?Very significant ?significant ?In general ?Slight ?Have no effect
Comprehensive evaluation 13.All things considered, how would you rate Lloyd' financial products on a scale of 1 to 5, with 5 being the highest? ?1 point ?2 points ?3 points ?4 points ?5 points
Open questions 14.Where do you think Lloyd could further improve to better help clients achieve their financial goals?
15.Do you have any other suggestions or comments?