Fintech Research – Client Discovery

Confidential survey to understand financial habits...

Fintech Research Form

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This section collects basic personal information.

Full Name Age

Country of residence

Profession Do you own a company or have final decision-making authority in one?

This section helps us understand...

Do you currently have investments or savings?

What would an ideal investment solution look like for you? Is it important for you that your investments follow ethical or personal values?

What criteria matter most to you in an investment? (1 = least important, 5 = most important)

Would you like to receive investment opportunities tailored to your preferences?

Would you be interested in guidance to manage or grow your financial assets?

Would you like to be invited to test an innovative solution?

Please leave your email Do you have any other comments or expectations?

We collect and process answers solely for anonymized market analysis...

Contact: rd@tjr.lu