CARDHOLDER INTRODUCTION MESSAGE CONTENT AND SURVEY QUESTIONS

Transcription

1 CARDHOLDER INTRODUCTION MESSAGE CONTENT AND SURVEY QUESTIONS Hi ##First Name##, Cardholder Message Content We'd like to invite you to participate in a paid survey opportunity. Your answers to this short survey are extremely valuable and will be used to improve the products and services you use. Once you've successfully finished the survey, as a token of our appreciation, you will be ed a $5 Amazon gift code. We appreciate your honest opinions! All survey responses will remain anonymous. ==>> Click Here to Begin the Survey Sincerely, XXXXXX INTRODUCTION Survey Question DIGITAL WALLETS/SOCIAL NETWORKING CONCEPTS 1. Which of the below categories best describes your current employment status? a. Student TERMINATE b. Actively employed as a full-time or part-time employee (i.e. you receive a W2 for your tax return) c. Actively employed as a contractor TERMINATE d. Self-employed / business owner TERMINATE e. Homemaker TERMINATE f. Temporarily unemployed g. Retired TERMINATE h. Other permanently unemployed (e.g. chronically sick, independent means) i. Other (specify) 2. How large is the company you work for? (Min 100 for each of a through e, max 150 of any category) a employees b employees c ,000 employees d. >1,000 employees e. I am currently unemployed

2 3. Which best describes your job (pick top choice)? a. Senior management role (e.g. CEO, C-suite, Vice President, Director) b. Middle management (Manager, Team Leader) c. Desk job in an office d. Service role not at a desk (e.g. retail store, restaurant/hotel, cab driver etc.) e. Manual/manufacturing labor role (e.g. assembly, construction, landscaping, agriculture) f. Other (specify) 4. Which of the following applies to you (check all that apply)? ROTATE a. I have access to my own computer/laptop at work b. I have a laptop from work that I can take home at night c. I have access to a shared computer/laptop at work d. I have a smartphone that s provided to me by my employer e. I use my own smartphone during office hours f. I have a tablet (e.g. ipad) that s provided to me by my employer 5. Which of the following do you have or plan to have over the next 12 months (check all that apply)? ROTATE a. Checking bank account b. Savings bank account c. Major credit card (Visa, Amex, Mastercard etc.) d. Debit card e. Store brand card (e.g. retail store charge card, gas station card) f. Payroll card 6. Which of the following institutions do you have any of these products with (check all that apply)? ROTATE a. A large nationwide retail bank (e.g. Bank of America, Wells Fargo, Chase) b. A smaller or regional retail bank c. An online bank (e.g. ING) d. A credit Union e. None of the above 7. Which of the following mobile devices do you have or plan to have over the next 12 months (check all that apply)? a. Apple smartphone (iphone) b. Samsung smartphone (e.g. Samsung Galaxy) c. Google smartphone d. Any other smartphone (other brand than Apple, Samsung, Google) e. Cellphone that is not a smartphone/does not have a data plan f. Tablet (e.g. ipad or other touchpad) 8. Do you have any of the following social media accounts (or do you plan to have over the next 12 months)? (check all that apply) ROTATE a. Facebook account b. LinkedIn account c. Twitter account

3 9. Do you have any of the following payments accounts (or do you plan to have over the next 12 months)? (check all that apply) ROTATE a. ApplePay b. Google Wallet c. Paypal d. Venmo e. Amazon Payments f. Starbucks g. CurrentC h. Visa Checkout i. Softcard j. Square k. Bluebird 10. How do you receive your salary from your employer(s)? (check all that apply) a. Printed paper check b. Direct deposit in my bank account c. Deposit onto a payroll card d. Cash e. Other (specify) 11. IF ONLY 1 ANSWER SELECTED IN Q10 ONLY Why do you receive your salary in this way? (check all that apply) ROTATE a. It is the most convenient option b. It is the only option my employer offered me / I was not given a choice c. It is the safest option to receive my salary d. It is the quickest way to have my salary e. I do not trust to have my salary deposited directly into a bank account f. I do not trust to receive my salary through a paper check g. I am not aware of some of these other options I might have h. Other (specify) 12. IF MUTLIPLE ANSWERS SELECTED IN Q10 ONLY Why do you receive your salary in multiple ways? a. I have multiple jobs b. I receive my tips in a different way than my wages c. I like to keep some of it separate for special savings (for myself, for a planned purchase etc.) d. I like to keep some of it separate to give to a family member (e.g. child in college, spouse) e. Other (please describe in detail open ended)

4 CONCEPTS We would now like to test a couple of concepts with you. For each of these concepts, please read the description carefully. CONCEPT 1 A payroll pay card accompanied with a digital wallet you can use with your smartphone. The all-in payroll and spending account allows you to: Easily set the amount from your payroll you want put on the card A physical pay card you can use for spending everywhere you shop and at ATMs A mobile wallet on your phone that you can use at select stores in the program, and everywhere you shop online (more secure than paying with card) Enhanced fraud prevention and insurance Online and mobile tools to manage your accounts, transfer money to your other accounts and your friends, and pay your bills 13. On a scale from 1 to 5, how does this compare with what you use today to manage your paycheck and spending? (1: a lot worse, 3: about the same, 5: a lot better) 14. On a scale from 1 to 5, how appealing is this concept to you? (1: not appealing at all, 3: somewhat appealing, 5: extremely appealing) 15. On a scale from 1 to 5, how important are the below features of this solution to you? (1=not important at all, 3: somewhat important, 5: extremely important)? ROTATE a. Ability to use the card everywhere you shop and spend money b. Ability to send peer-to-peer payments (e.g. payment to your friends accounts, or other accounts of your own) c. Ability to have additional cards where you can put part of my paycheck (e.g. for spouse, children, or to manage your spending) d. Ability to send international money transfers e. Ability to withdraw cash at most ATMs f. Ability to spend abroad without having to pay international transaction fees g. A cash-back reward program that pays you back every time you spend at a merchant, restaurant and grocery store h. A reward program with points that allow you to get certain discounts or free goods/services (no cash back) i. Special offers and deals that are tailored to your tastes and needs j. A savings account that gives you a higher interest than most banks k. A mobile application for smartphones that allows you to tap and pay at merchants that accept these types of devices l. An online and mobile application that allows you to spend online automatically and without sharing your private information with merchants m. A checkbook so you can write traditional checks n. Control over the sourcing of the funds used (e.g. no potential for overdraft) o. FDIC insurance (as with a bank account, this would protect you against fraud up to $250,000) p. Bill Pay feature allowing you to pay your monthly bills (mortgage, utilities, car etc.)

5 16. On a scale from 1 to 5, how do you rate the below types of customer reward programs (1: not attractive at all, 3: somewhat attractive, 5: extremely attractive)? a. Cash back b. Points towards discounts and gift cards c. Points towards travel and merchandise d. Exclusive deals and offers e. Other (specify) 17. Is there anything else that could make this a solution you would like to use? (open ended) 18. On a scale from 1 to 5, what is your level of trust in the following types of providers to bring you this solution? (1: very low trust, 5: very high trust) a. My bank or credit union b. My payroll provider c. My employer d. My mobile phone carrier / network provider e. My mobile phone manufacturer f. A nationwide retail store chain g. A technology company 19. On a scale from 1 to 5, what is your level of trust in the following brands and companies to bring this solution? (1: very low trust, 5: very high trust) ROTATE a. Bank of America b. Chase c. ING d. Visa e. Mastercard f. American Express g. Sprint h. AT&T i. Walmart j. Target k. BestBuy l. Google m. Samsung n. Square o. Paypal p. Amazon q. Apple r. ADP (Automatic Data Processing)

6 CONCEPT 2 A secure online profile where you can store all of your verified employment information such as your education history, your work history (employers, titles, compensation etc.) and that will allow you to: Store your resume and job applications in a secure place Connect with people with profiles similar to yours Receive online career coaching based on the profile of others in the community Obtain information on how your compensation compares to similar profiles in your region Access to large job banks, and suggested new opportunities based on your specific background One click applications to jobs postings Quick and easy background verifications when you are looking for a new job or for a loan 20. ONLY IF THEY SELECTED (B) LINKEDIN IN Q8: On a scale from 1 to 5, how does this compare with the Linkedin solution you use today? (1: a lot worse, 3: about the same, 5: a lot better) 21. ONLY IF THEY SELECTED (B) LINKEDIN IN Q8: Explain your answer to question 20 (open ended) 22. On a scale from 1 to 5, how appealing is this concept to you? (1: not appealing at all, 3: somewhat appealing, 5: extremely appealing) 23. On a scale from 1 to 5, how important are the below features of this solution to you? (1=not important at all, 3: somewhat important, 5: extremely important)? ROTATE a. Information on how your compensation compares to similarly employed people in your region b. Receiving information about job openings that may be relevant to you based on your professional profile/region c. Online career coaching based on your stated career goals and what other people with your background have done to get ahead (e.g. job move, additional education/certifications etc.) d. Access to online communities to network with to accelerate your career e. Access to online communities within your company to network and collaborate/get help in doing your current job f. Access to online communities outside of your company to network and collaborate/get help in doing your current job g. Ability to initiate employment and income verifications (background checks) for car/home loans, new job etc.

7 24. If a service existed that has most or all of the above functionality, would you be comfortable to provide the following information/importing from other sources to your profile? Note that none of this information would be visible to the community unless you authorize and approve them to see it. (1=least comfortable, 5=very comfortable/willing) ROTATE a. Your job titles and employers throughout your career b. Your education background c. Your current compensation d. Your past compensation throughout your career 25. How much would you be willing to pay for a solution like this? a. I would not consider signing up to this b. $0 / year I would consider signing up for this but only if it is free c. $1-$12 / year (up to $1/month) d. $13-$60 / year (up to $5/month) e. $61-$120 / year (up to $10/month) f. >$120 (more than $10/month) 26. Is there anything else that could make this a solution you would like to use? (open ended) 27. On a scale from 1 to 5, what is your level of trust in the following types of providers to bring you this solution? (1: very low trust, 5: very high trust) a. My employer b. My payroll provider c. A technology company 28. On a scale from 1 to 5, what is your level of trust in the following brands and companies to bring this solution? (1: very low trust, 5: very high trust) ROTATE a. Salary.com b. Glassdoor c. LinkedIn d. Google e. Facebook f. Twitter g. ADP (Automatic Data Processing) 29. Do you use any other solutions as an online/electronic resume and job application profile? If so, which one? a. Yes (specify which one) b. No 30. Do you use any other tools/solutions to advance your career goals? If so, which one? a. Yes (specify which one) b. No

8 CLOSING QUESTIONS 31. On a scale from 1 to 5, to what extent would you be interested in receiving the following services through your employer or one of your employers vendors? a. Loans or advanced on your salary b. Savings account c. Student loans d. Payroll deductions for stable monthly payments (e.g. mortgage, car loan) e. Wellness program f. Electronic financial planning tools g. Supplemental health insurance for your retirement h. Car and/or home insurance at a discount i. Payroll card and digital wallet ( concept 1 from before) j. Comprehensive work profile ( concept 2 from before) k. Tax filing tool for my personal tax return l. Discount program 32. To what extent are you aware of the following companies/services? (1: not aware at all; 5 very aware) a. Apple b. Google c. Samsung d. Bluebird e. ADP f. Workday g. Staples h. AT&T i. Sprint 33. Which of the following social media accounts/tools do you use at work? (options: never, less than once a month, 2-3 days per month, 1-6 days/week, daily) ROTATE a. Facebook b. LinkedIn c. Yammer d. Jive e. Slack f. Degreed g. Other (specify)

9 34. On a scale from 1 to 5, to what extent do you see value in social networking tools at work (1: no value, 3: somewhat valuable, 5: very valuable)? ROTATE a. A social networking platform that lets you collaborate with your colleagues, within your company b. A social networking platform that lets you connect and collaborate with relevant people at other companies in the same industry c. A social networking platform that lets you connect and collaborate with relevant people at other companies in the same function (e.g. Finance, HR) as you d. A social networking platform for online mentoring e. A social networking platform with discussion boards organized by topic, within your company f. A social networking platform with discussion boards organized by topic, accessible by employees of other companies 35. Would you be willing to be contacted in the next few weeks for a brief 20-minute interview over the phone? We would provide you with an additional incentive/compensation for this. a. No b. Yes (provide address for us to contact you) DEMOGRAPHCIS These questions are optional, and the information will only be used to aggregate data in different ways. As a reminder, this survey is conducted anonymously, unless you entered your address for further discussion. POLLBUZZER TO PROVIDE BRACKETS What is your age? What is your sex? What is your location? POLLBUZZER: IF WE DO ZIP, COULD YOU TRANSLATE IN STATE AND IN URBAN/RURAL What is your highest completed education level? How many years have you been working throughout your life? What is your personal income? What is your household income? PLEASE NOTE: THE FOLLOWING DISCLAIMER AND MARK LINE CONTENT ARE NOT INCLUDED IN EITHER THE SURVEY INTRODUCTION MESSAGE OR SURVEY QUESTIONS. This communication is intended solely for the use of the individual to whom it is addressed and may contain information that is privileged, confidential or otherwise exempt from disclosure. The information provided in this communication is for informational purposes only and not for the purpose of providing legal, accounting, or tax advice. The information and services ADP provides should not be deemed a substitute for the advice of any such professional. Such information is by nature subject to revision and may not be the most current information available. ADP and the ADP logo are registered trademarks of ADP, LLC. All other marks are the property of their respective owners. Copyright 2015, ADP, LLC.