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Hello:


You are invited to participate in Guilhem and Steffen's MOT MBA final thesis/project survey (Simon Fraser University in Vancouver/Canada in cooperation with HSBC Hong Kong). Approximately 100 people will be asked to complete a survey that asks questions about Online Banking. It will take approximately 5 to 10 minutes to complete the questionnaire.


Your participation in this study is completely voluntary. It is very important for us to learn your opinions.


Your survey responses will be stricly confidential and data from this research will be reported only in the aggregate. Your information will be coded and will remain confidential. If you have questions at any time about the survey or the procedures, you may contact Steffen Mueller by email at [email protected].


Thank you very much for your time and support. Please start with the survey now by clicking on the Continue button below.


 
 

* Where do you live?
 
 

* What is your age range?
 
 

* What is your gender?
 
Male
 
Female
 
 

* What is your marital status?
 
Married
 
Single
 
 

* What best describes your occupation?
 
 

Please indicate your current/expected yearly gross salary range. Responding to this question is voluntary.
 
 

* Please indicate the highest level of education you have completed.
 
 

* Do you use Internet banking?
 
Yes
 
No
 
 

* How often do you use online banking services?
 
 

Which of these products/services have you used online in the last 2 months?
 
Apply for a personal/tax loan
 
Apply for a credit card
 
Apply for a home loan
 
Buy insurance (e.g. travel/home/accident)
 
Buy/sell foreign currency
 
Buy/sell stocks
 
Buy/switch unit trusts
 
Download to financial software (e.g. quickbooks)
 
Investment information, tools and services
 
Market information, tools and services
 
Open/renew a time deposit account
 
View bills electronically and then pay them online
 
Pay bills only
 
Transfer funds overseas
 
Transfer funds to another bank
 
Transfer funds to other account
 
View my investment balances
 
View my account balances
 
View my recent account transactions
 
View my recent credit card transactions

 
 
How important is it
for you to access the following services online?
Absolutely valuable Very valuable Somewhat valuable Neutral Unnecessary
Apply for a personal/tax loan
Apply for a credit card
Apply for a home loan
Buy insurance (e.g. travel/home/accident)
Buy/sell foreign currency
Buy/sell stocks
Buy/switch unit trusts
Download to financial software (e.g. quickbooks)
Investment information, tools and services
Market information, tools and services
Absolutely valuable Very valuable Somewhat valuable Neutral Unnecessary
Open/renew a time deposit account
View bills electronically and then pay them online
Pay bills only
Transfer funds overseas
Transfer funds to another bank
Transfer funds to other account
View my investment balances
View my account balances
View my recent account transactions
View my recent credit card transactions
 
 

* If you use the recent transaction history, how far back would you like to be able to search?
 
 

* Would you value a customizable online environment? (i.e. be able to change the type of information presented, how it is presented, and the look and feel of the site)
Yes No
 
 

* Do you use more than one vendor/bank? (e.g. multiple banks or different trading accounts)
Yes No
 
 
 
Please specify why you use several vendors/banks.
   
 
 

* Do you feel secure transacting online?
Yes No
 
 
 
Please describe any issues or concerns you have had with online banking.
   
 
 
This question relates to Online Banking customer service.
* What means of communication do you prefer?
 
 

* Have you purchased insurance online?
Yes No
 
 

* How knowledgeable do you feel about the various types of financial investments?
Very knowledgeable Not knowledgeable
 
 

What kind of investments would you like to make online?
 
Term Deposits
 
Mutual Funds
 
Retirement Saving Funds
 
Bonds
 
Securities/Stocks

 
 

* Would you like to learn more about investments?
Yes No
 
 

Which method of information gathering/learning would you prefer?
 
E-mail
 
Online demo
 
Informational Brochures (PDF)
 
Informational Brochures (mail)
 
Informational Courses (online)
 
Informational Courses
 
Chat room
 
Online friends and family environment pin up board

 
 

* Would you be willing to pay for these services?
Yes No
 
 

* Have you filled out credit card applications online?
Yes No
 
 

* Have you used online services for mortgages and loans?
Yes No
 
 

Thank you for answering our questions!
 
Please contact [email protected] or click here if you have any questions regarding this survey.
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