Online Banking Recommendation Request Form
Complete this form to help us understand your banking profile and preferences so we can recommend the most suitable online banking services for you.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
How do you currently access your banking services?
*
In-person at a branch
Online banking website
Mobile banking app
Telephone banking
Other
How comfortable are you with using digital/online banking tools?
*
Very comfortable
Somewhat comfortable
Neutral
Somewhat uncomfortable
Very uncomfortable
Which device do you prefer for online banking?
*
Desktop or laptop computer
Smartphone
Tablet
No preference
Which types of banking transactions do you perform most often?
*
Checking balances
Transferring funds
Paying bills
Depositing checks
Applying for loans or credit
Other
How often do you use online or mobile banking services?
*
Daily
Weekly
Monthly
Rarely
Never
Which features are most important to you in an online banking service?
*
24/7 access
Mobile app functionality
Security features
Customer support
Easy bill payment
Other
Please share any additional preferences or comments regarding online banking services.
Submit
Should be Empty: