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Banking Products
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Terms and Conditions
5 quick questions about your banking and you're in the draw.
Which best describes your current banking situation?
*
Which best describes your current banking situation?
A
I have one main bank I use for everything
B
I use two or more banks
C
I'm looking to open a new account
D
I'm not happy with my current bank
How satisfied are you with your current bank?
*
How satisfied are you with your current bank?
A
Very happy — no complaints
B
Okay — but I wonder if there's better out there
C
Not happy — fees are too high
D
Not happy — the service is poor
E
I've been meaning to switch but haven't gotten around to it
What frustrates you most about your current banking?
*
What frustrates you most about your current banking?
A
Monthly fees are too high
B
Poor customer service
C
Limited features or functionality
D
ATM and branch access
E
Nothing — I'm happy
F
I'm not sure
Have you compared banking options in the last 2 years?
*
Have you compared banking options in the last 2 years?
A
Yes — and I switched
B
Yes — but I stayed where I was
C
No — I've been with the same bank for years
D
No — I didn't know I could switch easily
Would you be open to a quick call to find out if there's a better banking option for your situation — no obligation?
*
Would you be open to a quick call to find out if there's a better banking option for your situation — no obligation?
A
Yes — I'd like to know what's available
B
Maybe — send me some information first
C
No — I'm happy where I am
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