Third Credit Union Survey

In the first two surveys, you shared how you feel about banking — and how you actually manage money in daily life.

Now we want to look ahead: If a new kind of credit union were built today from scratch, what should it actually offer?

This short survey takes less than 2 minutes.

* Required

1. Which of the following banking features would be most valuable to you? (Select up to 3) (Optional)

2. How important is a high-quality mobile app in your banking experience? (Optional)

Extremely important

Very important

Somewhat important

Not very important

Not important at all

3. If you need support from your financial institution, how would you prefer to communicate? (Optional)

4. How comfortable are you with AI-powered financial tools (for example spending insights, fraud alerts, or automated savings suggestions)? (Optional)

Very comfortable

Somewhat comfortable

Neutral

Somewhat uncomfortable

Very uncomfortable

5. Which statement best matches your expectations of a modern financial institution? (Optional)

It should simply work reliably and stay out of the way

It should actively help me improve my financial life

It should offer as many tools and services as possible

It should feel more personal and community-oriented

I’m not sure

6. What is one feature or service you wish your current bank offered, but doesn’t? (Optional)