Fintech Customer Discovery Questionnaire Form
Please complete this brief questionnaire to help us understand your company’s financial workflows, challenges, and priorities. Your responses will inform our fintech solutions and outreach.
Your role in the company
*
Please Select
Founder / CEO
CFO / Finance Lead
Operations / Admin
IT / Product
Other
Company industry
*
Please Select
Fintech
E-commerce
Professional Services
SaaS / Software
Retail
Other
Company size (number of employees)
*
Please Select
1-10
11-50
51-200
201-500
501+
Which financial tools or platforms does your company currently use?
*
QuickBooks
Xero
Netsuite
Excel / Spreadsheets
Custom-built solution
Other
Briefly describe your current financial workflows
*
What are your top pain points or challenges with your current financial processes?
*
Which areas of fintech are you most interested in improving?
*
Payments & Collections
Expense Management
Cash Flow Forecasting
Financial Reporting
Bank Reconciliation
Other
How does your company make decisions about adopting new financial tools?
*
Please Select
Founder/CEO decides
Finance team decides
Team consensus
Board approval required
Other
What is your expected timeline for exploring or adopting new fintech solutions?
*
Please Select
Immediately
Within 3 months
3-6 months
6-12 months
Not sure
May we contact you for a follow-up conversation?
*
Yes
No
Submit
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