Demographic Data Survey Questions for Banks and Credit Unions

Demographic 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?

High School Degree
College Degree
Graduate Degree
Other
Prefer not to answer

What is your marital status?

Single
Married
Divorced
Widowed
Prefer not to answer

How many people live in your household?

1
2
3
4
5+
Prefer not to answer

What is your household income?

Under $29,999
$30,000 - $49,999
$50,000 - $74,999
$75,000 - $99,999
$100,000 - $149,999
$150,000 - $199,999
$200,000 or More
Prefer not to answer

What social media do you use? Please choose all that apply.

Facebook
Twitter
LinkedIn
Pinterest
Instagram
Google+
Other
I don't have a social media account

Do you own your own business?

Yes
No
Prefer not to answer
Back to Surveys