What is your age range?
If there are multiple locations, list city of main location or office.
What is your position in the business?
Other (list below)
Position in business
What is the range for your yearly gross revenue for your main business?
0 - $250,000
Do you own more than one business?
Please list your businesses and locations
What is the name of the financial institution you use as the primary solution for business banking?
How long have you been using this financial institution for business banking?
Less than a year
Did you or someone else in your organization choose this institution?
Is this the same institution that you use for your personal banking?
Please list institution name for personal banking
Do you have a secondary institution for business banking?
What is the name of secondary institution for business banking?
Why are they secondary?
Is there something you dislike or is there a way they do not meet your business needs?
Which of the following financial institutions have you heard of or are at least somewhat familiar with? Please rank each with 0=never heard of, 10=very familiar with.
Utah First Credit Union
Bank of Utah
First Security Bank
First Utah Bank
Bank of the West
Mountain America Credit Union
UFirst Credit Union
First Community Bank of Utah
How often do you use online banking (logging into your bank account via your computer or access via your bank’s mobile app) for business banking?
Several times a week
Several times a month
A few times per year
Do you prefer logging into online banking via your institution’s website or mobile app?
Online via computer
On a scale of 1-10 with 10 being the happiest, how happy are you with your current (primary) business banking solution
What do you like/love about your current business banking solution?
What do you dislike or think could be better about your current business banking solution?
Do you know your banker or financial institution representative by name – and more importantly, do you feel like they know you?
Please rank on a scale of 1-10 with 1 being “they don’t know me and I don’t really know them” to 10 being “we know each other very well, they know my kid’s names, etc.
How likely is it that you would recommend your business banking institution to a friend or colleague with a business?
Using your computer’s browser would you imagine that you are looking for a new financial institution for your business and I’d like you to go to your search engine of choice and type in what you would search for to try to find one?
Search term(s) used
Do any of the search results appeal to you? If so, why?
In light of the things you dislike or wish were different about your current business financial institution, please enter a search term that you think you might use to find an institution that might better serve your needs.
How important is it for you to be able to talk with, strategize with, and meet with your team of bankers in person?
Not important at all
What's important to you when considering a financial institution for your business banking needs? Please rank the following services/qualities on a scale of 1-10 (1= not important, 10=most important)
Physical branches/locations near my business
Physical branches/locations near my home
Staff shows genuine interest in my business
Free Business Checking
Business Credit Cards
Business Debit Cards
Business Savings or Business Money Market accounts
Online banking/mobile app banking
Merchant services (accept credit cards & digital payments)
Remote Deposit Capture
Quickbooks Web Connect
Lines of credit
Accounts Receivable loans
Loan decisions made locally
When it comes to choosing a solution for your banking needs for your specific small business, do you think a bank or a credit union is the best option?
At the beginning of this survey, we presented a list of local financial institutions. Which of the institutions can you remember? [Please list the name of each institution you can remember from the list?
Which social media platforms do you look at or engage with at least once per week?
I do not use any social media
Would you like to know the name of the financial institution we’re conducting this survey on behalf of?
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