Demographic Data Survey Questions for Banks and Credit UnionsDemographic surveys help identify trends with your current relationships. You can find out what the average household income range is or what social media site they prefer to use. All of which can be used to tailor your communications and ensure that you are using the social media site that is most popular with your account holders.
Timing Tip: Our recommendation is to send this survey within 90 days of a new account opening.
What is your highest level of education?
What is your marital status?
How many people live in your household?
What is your household income?
What social media do you use? Please choose all that apply.
Do you own your own business?