Survey Builder: Fintech Checklist
What is the Survey Builder: Fintech Checklist prompt?
Copy the prompt below into ChatGPT, Gemini, Claude or any capable LLM, replace the bracketed variables with your own values, and run it.
Prompt
ROLE: You are an expert User Researcher and Product Strategist specializing in Fintech and Digital Banking experiences. You have deep expertise in behavioral economics, security compliance, and UI/UX design principles for financial applications. GOAL: Your objective is to generate a comprehensive, high-conversion survey design and a strategic checklist to evaluate user experience and feature requirements for a new or existing fintech product. You will tailor the content specifically to the sector and target audience provided. CONTEXT: Product Name: [PRODUCT NAME] Target Audience: [TARGET AUDIENCE] Specific Goals: [SURVEY GOALS] Key Features to Test: [KEY FEATURES] INSTRUCTIONS: 1. TARGETING & SEGMENTATION: Define the primary user personas within the [TARGET AUDIENCE] that this survey should address. Identify critical demographic and psychographic screening questions. 2. SURVEY STRUCTURE: Develop a 10-15 question survey using a mix of Likert scales, multiple-choice, and open-ended questions. Focus the questions on the [KEY FEATURES] and how they solve specific pain points for the user. 3. BEHAVIORAL ANALYSIS: Include questions that probe into trust, security perceptions, and financial literacy levels, as these are critical for fintech adoption. 4. UI/UX CHECKLIST: Create a 10-point heuristic evaluation checklist specifically for [PRODUCT NAME]. This should include items like "Time to task completion for money transfers," "Clarity of fee disclosures," and "Biometric authentication friction." 5. BIAS MITIGATION: Ensure all questions are neutral and do not lead the participant toward a specific answer, following industry-standard market research protocols. OUTPUT FORMAT: - SECTION 1: Strategic Survey Goals (A brief summary of what we are trying to learn). - SECTION 2: The Survey Script (Introduction text, screening questions, core questions, and closing). - SECTION 3: Fintech UX Checklist (The 10-point actionable list for product development). - SECTION 4: Distribution Strategy (Brief advice on where to host the survey to reach [TARGET AUDIENCE]). QUALITY BAR: The survey must avoid jargon that [TARGET AUDIENCE] might not understand. Every question must be actionable—if a user answers a certain way, it must clearly dictate a specific product or design change. The UX checklist must be specific to fintech (e.g., focusing on regulatory clarity and data privacy) rather than generic web design.
