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Concept Testing

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Financial Services

Concept Testing

Financial Services

Concept Testing Survey for Financial Services

Concept Testing Survey for Financial Services

A new account type or app feature has to clear a trust bar before it clears an appeal bar — this cut tests both.

A new account type or app feature has to clear a trust bar before it clears an appeal bar — this cut tests both.

Template overview

Template overview

What is this template and why does it matter?

It presents a new financial product or feature concept and measures appeal, clarity, and trust before development or compliance review begins. It matters because a concept that fails on trust needs a different fix than one that just isn't compelling.

What questions should I ask?

Appeal of the concept, clarity of the value proposition, trust concerns, likelihood to adopt, and price or fee expectations.

How many questions should it have?

6–9.

When / how often should you send it?

Before committing development or compliance review resources.

What does a strong result look like?

Clear adoption intent with trust concerns isolated and specific. Corvane isolates trust-related drivers automatically, so they don't get buried inside a general appeal score.

Example Survey Questions

Example Survey Questions

Use these questions as a starting point for your research.

Q

How appealing is this new product/feature concept? (1–5)

Q

How clear is the value this would provide you?

Q

Do you have any trust or security concerns about this?

Q

How likely are you to adopt this if we offered it?

Q

What fee or price would you expect for this?

Ready to use this template?

Ready to use this template?

Start with this research template and customize it for your study.

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Start your research with a template built for the decision you’re making.

Start your research with a template built for the decision you’re making.