Online screening questionnaire – Regulated customer communications

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Step 1 of 16

Thanks!

Just before we start, I would like to reassure you that any information you provide us with will be treated as confidential, and we will always hold the information you give securely and delete it when no longer needed.

We conduct all studies in accordance with the UK Market Research Society Code of Conduct and if you no longer wish to take part in the research, you can tell your interviewer at any time, and we will stop our conversation.

Can we proceed based on the above?*

Yes

Thank-you for the time you have taken to review this discussion – I will contact you about different projects in the future, if this is of interest to you?

SQ 0) In which country are you currently based?*

a) United Kingdom

b) Europe (EU)

c) USA

d) Other

Please select one option: SINGLE CODE

SQ 1) Firstly, just to check, are you responsible, at least jointly, for regulated retail customer written communications?*

a) Yes

b) No

Please select one option: SINGLE CODE

SQ 2) And are you responsible, at least jointly, for communications with you customers about fixed-rate retail savings products?*

a) Yes

b) No

Please select one option: SINGLE CODE

SQ 3a) What is your job title?*

a) Head of Customer Communications, Director Communications

b) Head of Communication Standards

c) Communications Specialist

d) Head of Customer Experience, Director Customer Experience

e) Chief Customer Officer

f) Head of Product

g) Head of Customer Success

h) Transformation /Change Director, Director Business Transformation, Head of Transformation

i) Other

Please select one option: SINGLE CODE

SQ 3b) And what are your main responsibilities? Please provide a concise, but full summary (say, one or two sentences).*

Please describe above

Thank you for taking the time to complete these screening questions.

We would like to consider inviting you to a 60 minute interview. All responses will be treated anonymously, in strict confidence, and in line with the 2018 General Data Protection Regulation (GDPR); and the collection of your data is only for this study.

SQ 4) Are you comfortable participating in this research?*

a) Yes, that’s fine.

b) No, I am not interested.

c) I don’t know - ask me again in a few days.

Please select one option: SINGLE CODE

TECH QUESTIONS

Thank-you:

T1 Do you have a desktop or laptop, as you will need one to take part in this session?*

a) Yes

b) No

Please select one option: SINGLE CODE

T2 Does your desktop / laptop have a working camera and microphone?*

a) Yes

b) No

Please select one option: SINGLE CODE

T3 For the session, you will be required to connect to your moderator via MS Teams. Are you willing and able to do this?*

a) Yes

b) No

Please select one option: SINGLE CODE

T4 For this session, you will also need to have a steady, strong internet connection. Are you able to receive this during your interview?*

a) Yes

b) No

Please select one option: SINGLE CODE

T5 You will need to be in a quiet environment during the interview, where you will not be interrupted. Are you able to do this?*

a) Yes

b) No

Please select one option: SINGLE CODE

T6 You will need to log in 5 -10 mins before the session to ensure that there are no technical issues, so the session can start on time. Are you happy to do this?*

a) Yes

b) No

Please select one option: SINGLE CODE

Thank you. If you are selected, you will not be asked to reveal any confidential or market-sensitive information. No salesperson from our client would contact you as a result of your participation. However, acceptance to participate is on the condition that you would be happy with standard GDPR, Consent & Recontact ‘permissions’.

Please advise here to indicate your acceptance of these conditions.

GDPR, CONSENT & RECONTACT

G1 The market research session will be recorded. Please be assured that these recordings are only ever used for analysis and presentation of the findings. Is this acceptable?*

a) Yes

b) No

Please select one option: SINGLE CODE

G2 Do you agree to the session being audio and video recorded?*

a) Yes

b) No

Please select one option: SINGLE CODE

G3 Do you consent to the recordings being shared with our partners, eg transcription/translation agencies, etc?*

a) Yes

b) No

Please select one option: SINGLE CODE

G4 Before the discussion, you may be asked via email or by signing a consent/NDA form about consent to BEING RECORDED, SHARING RECORDINGS WITH OUR SUPPLIERS, and CONFIDENTIALITY. Are you willing to do this?*

a) Yes

b) No

Please select one option: SINGLE CODE

G5 I must also express that by participating in this research, anything disclosed during the course of the discussion should not be discussed with anyone outside of the discussion environment. Are you willing to do this?*

a) Yes

b) No

Please select one option: SINGLE CODE

G6 I need to add that anything you say will remain confidential and non-attributable - is that OK?*

a) Yes

b) No

Please select one option: SINGLE CODE

G7 If we need to contact you again specifically regarding this research study, do you give your consent for this?*

a) Yes

b) No

Please select one option: SINGLE CODE

G8 You may be contacted by us for validation purposes - do you give consent for this?*

a) Yes

b) No

Please select one option: SINGLE CODE

G9 We will store your information, including contact details, for 6 months for quality control purposes and to monitor previous participation. Do you give your consent for this?*

a) Yes

b) No

Please select one option: SINGLE CODE

SQ 5a) APPOINTMENT

Thank-you. Could you suggest two or three times during the next few days so that we can speak for 45 - 60 minutes when it’s mutually convenient?*

Earliest Date and Time*

Next Date and Time (if available)

Thank-you - I would be grateful if you could confirm a few final details:

Your Name*

Your exact Job Title*

Job title of person you report to*

Company name*

Phone (inc international dialling code)*

Email*

LinkedIn profile link