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Product Assessment

Do you have another financial institution (FI)?
Yes
No
What do you like about your institution?
Low Fees
High Interest on Savings
Low Minimum Balance
Free Additional Services
Online/Mobile Banking
E Statements
Going to the Bank
Checks
Online Bill Pay
Person to Person Payments
Tell us about your current FI relationship.
Under $1,000
$1,000 - $10,000
$10,000 - $20,000
Above $20,000
Which products do you have with your current FI?
Mortgage
Personal Loan
Auto Loan
Checking
Savings
Insurance
Which products interest you?
Mortgage
Auto Loan
Personal Loan
Checking
Savings
Insurance
Credit Cards
Which services interest you?
Low Fees
Low Minimum Balance
Online/Mobile Banking
Going to the Bank
High Interest on Savings
Free Additional Services
Checks
E Statements
Online Bill Pay
Person to Person Payments
Which of the below are most accurate?
I find it hard to save.
I want to be sure I am investing well.
I feel blindsided by fees.
I will keep a high balance to qualify for more free services.
Where does your credit score fall?
500-639
640-719
720 or Above
Below 500
Unsure
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