CRM assessment Approach [R&D department, PFS action 2013 plan]

Một phần của tài liệu (LUẬN văn THẠC sĩ) một số đề xuất nhằm nâng cao chất lượng cung cấp dịch vụ tài khoản thanh toán cá nhân tại techcombank (Trang 73 - 110)

Study ID REFRESH (101-107) Resp. No. (108-111)

Interviewer No. (115-118) Interview Length (119-120)

No. Of Queries (121-122) Reference No. (123-126)

SCREENING SECTION Q1 CITY

Record the city the respondent is interviewed. [SA]

Code (127)

Route

Hanoi ... 1 Da Nang ... 2 Hai Phong ... 3 Dong Nai ... 4 HCMC ... 5 Can Tho ... 6 Q2 GENDER

DO NOT ASK

FI to record the respondent's gender

Code (128)

Route

Female ... 1 Male ... 2 Q3 AGE EXACT

Could you please tell me your age?

(R1) Age ... (129-131) Q4 AGE BRACKET

FI: Please record the age bracket of respondent Record the age bracket the respondent belongs to.

[SA]

Code (132)

Route

Less than 18 years old ... 1 CLOSE 18 - 25 years old ... 2 26 - 35 years old ... 3 36 - 45 years old ... 4 46 - 50 years old ... 5 Above 50 years old ... 6 CLOSE Q5 BANNED JOBS

SHOWCARD

Do you or anyone in your family work for these types of businesses/

professions?

Code (133)

Route

Newspapers/ Radio/ TV Stations ... 3 CLOSE Banks/ Securities company/Finance companies/Accounting companies/

Auditing ...

4 CLOSE

Do not work in these field ... 5 Q6a MONTHLY HOUSEHOLD INCOME

SHOWCARD

Could you tell me your average approximate net HOUSEHOLD monthly income from all income sources after tax, based on following scale?

You don't have to be exact, just indicate the approximate amount based on this card [SA]

Q6b MONTHLY HOUSEHOLD EXPENDITURE SHOWCARD

Could you tell me how much your average monthly household expenditure is? By monthly household expenditure I mean the purchase in an average month of daily necessities excluding purchase of luxury goods.

You don't have to be exact, just indicate the approximate amount based on this card [SA]

Q6c MONTHLY PERSONAL INCOME SHOWCARD

Could you tell me your average approximate net PERSONAL monthly income after tax, (not including pocket money given from others to you such as pocket money from parents, relatives), based on the following scale.

You don't have to be exact, just indicate the approximate amount based on this card [SA]

Q6d MONTHLY PERSONAL EXPENDITURE SHOWCARD

Could you tell me your average monthly PERSONAL EXPENDITURE, that is money for spending on you self per month, be it for transport, sports, food & drink consumed out of the home, books,

entertainment, clothes, toiletries and other goods.

You don't have to be exact, just indicate the approximate amount based on this card [SA]

Q6a Q6b Q6c Q6d

Household Income

(SA)

Household Expenditur

e (SA)

Personal Income

(SA)

Personal Expenditur

e (SA)

(134) (136) (138) (140)

0- 1,499,999 ... 01 01 01 01 1,500,000- 2,999,999 ... 02 02 02 02 3,000,000- 4,499,999 ... 03 03 03 03 4,500,000- 7,499,999 ... 04 04 04 04 7,500,000- 14,999,999 ... 05 05 05 05

75,000,000- 149,999,999 ... 09 09 09 09 150,000,000 or higher ... 10 10 10 10 No income/ expenditure ... 11 11 11 11 DK/NA ... 12 12 12 12

Q7 HIB

INTERVIEWER: PLEASE MATCH MONTHLY HOUSEHOLD INCOME FROM Q6a TO THE APPROPRIATE HOUSEHOLD INCOME BAND. [SA]

Code (142)

Route

Class A5 (150,000,000+) ... 01 Class A4 (75,000,000 - 149,999,999) ... 02 Class A3 (45,000,000 - 74,999,999) ... 03 Class A2 (30,000,000 - 44,999,999) ... 04 Class A1 (15,000,000 - 29,999,999) ... 05 Class B (7,500,000 - 14,999,999) ... 06 Class C (4,500,000 - 7,499,999) ... 07 Class D (3,000,000 - 4,499,999) ... 08 CLOSE Class E (1,500,000 - 2,999,999) ... 09 CLOSE Class F (0 - 1,499,999) ... 10 CLOSE Q8 BANK USAGE

Do you currently have any bank products? This may include but is not limited to transactional accounts, credit cards, loans, savings or insurance at banks. [SA]

Code (143)

Route

No ... 1 Yes ... 2 CLOSE Q9 INTENTION FINANCIAL SERVICES

In the next 6 months, do you plan to use any FINANCIAL SERVICES from a bank?

This may include but is not limited to transactional accounts, credit cards, loans, savings or insurance at banks.[SA]

Code (144)

Route

Yes ... 1 No ... 2 CLOSE MAIN QUESTIONNAIRE

FINANCIAL USAGE AND BEHAVIOR

Which of these is best describes your role in decision making in regards to purchasing financial products? This could include but is not limited to products and services related to banking, insurance or investments.[SA]

I am the person who is decision maker of and mostly responsible for purchasing

financial products/brands for myself or my family members ...

1 I often actively participates in deciding which financial products/ brands to

purchase for myself or my family members ...

2 CLOSE

I sometimes participates in deciding which financial products/ brands to

purchase for myself or my family members ...

3 CLOSE

I never/ hardly ever participate in deciding which financial products/ brands to

purchase for myself or my family members ...

4 CLOSE

Q11 INFLUENCE IN DECISION MAKING SHOWCARD

Who are the key people that influence your perceptions of banks and their products in a way that would impact on your decision making? [MA]

Code (146)

Route

Parents ... 1 Teachers ... 2 Co-workers ... 3 Other family besides parents ... 4 Bank staff (in-branch interaction) ... 5 Friends ... 6 Other (please specify___________________) ... 7 Nobody influences me ... 8 Q12a SOURCES SEEN

SHOWCARD

Over the last 6 months where have you seen banks or bank products mentioned? [MA]

Q12b SOURCE OF INFORMATION SHOWCARD

In the last 6 months, what sources of information have you actively looked for to get information on banks or bank products? [MA]

Q12c TRUST OF INFORMATION SHOWCARD

Which sources of information do you trust to give accurate/honest information? [MA]

Q12a Q12b Q12c

Seen Current Trusted

(148) (151) (154)

Other online sources ... 05 05 05 BANK MARKETING NET ... 06 06 06 Bank pamphlets/brochures (received from bank branch) ... 07 07 07 Direct mail ... 08 08 08 TV advertising ... 09 09 09 Radio Advertising ... 10 10 10 Print Advertising (Newspapers/Magazines) ... 11 11 11 Cinema advertising ... 12 12 12 LCD screen (in elevator, airport ect) ... 13 13 13 Direct sales (phone, in person) ... 14 14 14 Billboard ... 15 15 15 Transportation advertising (Taxi/Bus/Train) ... 16 16 16 Posters ... 17 17 17 OTHER NET ... 18 18 18 Friends/Family/Relatives ... 19 19 19 Bank staff (in branch interaction) ... 20 20 20 Others (Please specify_______________________) ... 21 21 21 Q13a AWARE FINANCIAL SERVICES

SHOWCARD PRODUCT DEFINITION

Which of the following financial services are you aware of? [MA]

PROBE Any thing else?

Q13b USED BUT STOPPED FINANCIAL SERVICES SHOWCARD

Which of the following financial services did you use before but stop using? [MA]

Q13c CURRENTLY USING FINANCIAL SERVICES SHOWCARD

Ask R14 to 24 only

Which of the following financial services have you used in the past 6 months? [MA]

Q13a Q13b Q13c

(H1) Aware of

(H1) Used but

stop

(H1) Currently

using (157-159) (160-162) (163-165) (R1) BANKING SERVICES ... 01 01 01 (R2) ATM/ debit card (Local use only) ... 02 02 02 (R3) ATM/ debit card (international use) ... 03 03 03

(R8) Custody service ... 08 08 08 (R9) Foreign exchange service ... 09 09 09 (R10) International money transfer/ Expatriates' inward

remittance ...

10 10 10

(R11) Domestic money transfer ... 11 11 11 (R12) Insurance products provided by banks ... 12 12 12 (R13) Don't know/don't use any banking services (NO

READ/SHOWCARD) ...

13 13 13

(R14) NON-BANKING SERVICES ... 14 14 14 (R15) Investment (into real estate, securities, etc.) ... 15 15 15 (R16) Loans (from other sources apart from banks) ... 16 16 16 (R17) Saving (not at banks) ... 17 17 17 (R18) Insurance through insurance company ... 18 18 18 (R19) Don't know/ Don't use any non-bank services (NO

READ/SHOWCARD) ...

19 19 19

Q14a NEEDS FOR BANKING SHOWCARD

What needs do you have that have caused you to consider banking?

[MA]

Q14a

Not importan

t

Slightly importan

t

Importan t

Very importan

t

D/K

(166)

(R1) I don't want to carry cash ... 1 2 3 4 5 (167)

(R2) I don't know what to do with left over

cash ...

1 2 3 4 5

(168)

(R3) I want to access bank promotions ... 1 2 3 4 5 (169)

(R4) My workplace requiers me to have a

bank account ...

1 2 3 4 5

(170)

(R5) I wanted to earn intrest on my money ... 1 2 3 4 5 (171)

(R6) To access my money internationaly ... 1 2 3 4 5 (172)

(R7) My busness partners prefer electronic

transfer ...

1 2 3 4 5

(R9) I see my friends using banking ... 1 2 3 4 5 (175)

(R10) I want to use modern transaction

methods to make my life easyer ...

1 2 3 4 5

(176) (R11) Other (please

specify___________________________

______) ...

1 2 3 4 5

Q15a ASK FOR CODES in Q13a

CONSIDERED FINANCIAL SERVICES

SHOWCARD SCALES CHECK LOGIC WITH Q8

You mentioned you are considering using a bank in the next 6 months, which of the following FINANCIAL SERVICES are you considering using? [SA]

Q15a

Not at all likely

Unlikely Undecide d

Likely Highly Likely (177)

(R1) BANKING SERVICES ... 1 2 3 4 5 (178)

(R2) ATM/ debit card (Local use only) ... 1 2 3 4 5 (179)

(R3) ATM/ debit card (international use) ... 1 2 3 4 5 (180)

(R4) Credit card ... 1 2 3 4 5 (215)

(R5) Deposit/ saving account at bank ... 1 2 3 4 5 (216)

(R6) Loan services provided by banks ... 1 2 3 4 5 (217)

(R7) Current account (without card) ... 1 2 3 4 5 (218)

(R8) Custody service ... 1 2 3 4 5 (219)

(R9) Foreign exchange service ... 1 2 3 4 5 (220)

(R10) International money transfer/

Expatriates' inward remittance ...

1 2 3 4 5

(221)

(R11) Domestic money transfer ... 1 2 3 4 5

Q15)?[SA]

Yes ... 1 No ... 2 Q17 REASON FOR MULTI-BANKING OR NOT

Why do you want to (read response in Q16)?

PROBE Any thing else? (probe to no)

(R1) Why want to use one bank? (ask for code 2 in Q17)

___________________________________________________________________________

___________________________________________________________________________

(236-239) (R2) Why want to use different banks? (ask for code 1 in Q17)

___________________________________________________________________________

___________________________________________________________________________

(240-243)

Q18a TRIGGERS FINANCIAL SERVICES SHOWCARD

You mentioned that you were considering (mention code 2 in Q15 a). What is important to you when choosing a bank for this product? [MA]

Q18b You mentioned that you were considering (mention code 3 in Q15 a). What is important to you when choosing a bank for this product? [MA]

Q18c You mentioned that you were considering (mention code 4 in Q15 a). What is important to you when choosing a bank for this product? [MA]

Q18d You mentioned that you were considering (mention code 5 in Q15 a). What is important to you when choosing a bank for this product? [MA]

Q18e You mentioned that you were considering (mention code 6 in Q15 a). What is important to you when choosing a bank for this product? [MA]

debit card (Local use only)

debit card (internati onal use)

card saving account

at bank

services provided by banks

account (without

card)

(245) (253) (261) (269) (277) (319)

Local ATM/Debit Card ... 01 01 01 01 01 01 I need it to access my payroll

income ...

02 02 02 02 02 02

Good interest earned ... 03 03 03 03 03 03 Low fees ... 04 04 04 04 04 04 Large ATM network ... 05 05 05 05 05 05 Convenient location of ATM ... 06 06 06 06 06 06 Accepted at many retail outlets ... 07 07 07 07 07 07 I can pay for things online ... 08 08 08 08 08 08 Can pay my bills without cash ... 09 09 09 09 09 09 Maximum withdrawal limit ... 10 10 10 10 10 10 International ATM/Debit Cards ... 11 11 11 11 11 11 I need to access my payroll income ... 12 12 12 12 12 12 I can access my money anywhere

in the world ...

13 13 13 13 13 13

I want my money to be safe so I

will put it in the bank ...

14 14 14 14 14 14

Good interest earned ... 15 15 15 15 15 15 Low fees ... 16 16 16 16 16 16 Large ATM network ... 17 17 17 17 17 17 Convenient location of ATM ... 18 18 18 18 18 18 Accepted at many retail outlets ... 19 19 19 19 19 19 I can pay for things online ... 20 20 20 20 20 20 Can pay my bills without cash ... 21 21 21 21 21 21 Maximum withdrawal limit ... 22 22 22 22 22 22 SAVINGS ... 23 23 23 23 23 23 Short deposit periods ... 24 24 24 24 24 24 Flexible withdrawal of funds ... 25 25 25 25 25 25 Minimum deposit amount ... 26 26 26 26 26 26 Good interest earned ... 27 27 27 27 27 27 Low fees ... 28 28 28 28 28 28 Multiple currencies investable ... 29 29 29 29 29 29 LOANS ... 30 30 30 30 30 30 Low fees ... 31 31 31 31 31 31

requirements ...

Flexible payment options ... 35 35 35 35 35 35 High debt to collateral ratio ... 36 36 36 36 36 36 Realistic collateral valuation ... 37 37 37 37 37 37 CREDIT CARD ... 38 38 38 38 38 38 Flexibility in document

requirements ...

39 39 39 39 39 39

Generous opening conditions ... 40 40 40 40 40 40 High credit limit ... 41 41 41 41 41 41 Low annual fees ... 42 42 42 42 42 42 Low late payment fee ... 43 43 43 43 43 43 Low annual interest rate ... 44 44 44 44 44 44 Low transactional fees ... 45 45 45 45 45 45 Interest free period ... 46 46 46 46 46 46 Large ATM network ... 47 47 47 47 47 47 Convenient location of ATM ... 48 48 48 48 48 48 Accepted at many retail outlets ... 49 49 49 49 49 49 I can pay for things online ... 50 50 50 50 50 50 Can pay my bills without cash ... 51 51 51 51 51 51 Maximum cash withdrawal limit ... 52 52 52 52 52 52 Rewards programs ... 53 53 53 53 53 53 CURRENT ACCOUNT ... 54 54 54 54 54 54 I need to access my payroll income ... 55 55 55 55 55 55 Good interest earned ... 56 56 56 56 56 56 Low fees ... 57 57 57 57 57 57 Can pay my bills without cash ... 58 58 58 58 58 58 Minimum monthly deposits ... 59 59 59 59 59 59 Different account types available ... 60 60 60 60 60 60 Q19a TOM AWARENESS

ASK ALL

Which bank FIRST comes to your mind? [SA]

Q19b OTHER UNAIDED AWARENESS Any other banks?[MA]

Q19c AIDED BRAND AWARENESS SHOWCARD

ASK ALL

TOM Other unaided awareness

Prompted brand awareness (335-344) (345-354) (375-418) (R2) Bank for Industry & Commercial Vietnam (Vietinbank) ... 02 02 02 (R3) Bank for Investment & Development of Vietnam (BIDV) ... 03 03 03 (R4) Bank for Foreign Trade of Vietnam (Vietcombank) ... 04 04 04 (R5) Bank for Agriculture & Rural Development (AGRIBANK) ... 05 05 05 (R7) Asia Commercial Joint Stock Bank (ACB) ... 07 07 07 (R8) An Binh Bank (ABBank) ... 08 08 08 (R9) Citibank ... 09 09 09 (R11) Eastern Asian Commercial Bank (Dong A Bank) ... 11 11 11 (R12) Vietnam Technological & Commercial Joint Stock Bank

(TECHCOMBANK) ...

12 12 12

(R15) Orient Commercial Joint Stock bank (OCB) ... 15 15 15 (R16) Military bank (MB) ... 16 16 16 (R17) Vietnam International Bank (VIB Bank) ... 17 17 17 (R18) Saigon Thuong Tin Bank (Sacombank) ... 18 18 18 (R21) HCM Housing and Development Bank (HD) ... 21 21 21 (R22) Vietnam Maritime Stock Bank (Maritime Bank) ... 22 22 22 (R23) Vietnam Export & Import Bank (EXIMBANK) ... 23 23 23 (R24) Vietnam Joint Stock Commercial Bank for Private

Enterprises (VP BANK) ...

24 24 24

(R28) ANZ Bank (ANZ) ... 28 28 28 (R29) The Hong Kong and Shanghai Banking Corporation (HSBC) ... 29 29 29 (R33) No banks (DO NOT SHOWCARD) ... 33 33 33 (R45) Southest Asia Bank (SeA Bank) ... 45 45 45 (R51) Don't have (NO READ/ NO SHOWCARD) ... 51 51 51

Q20a CONSIDERED BANKS (LOCAL ATM) ASK CODE 1 in Q15

Thinking of (ask for code 1 in R2 in Q15) please rank 5 banks that you would consider with 1 being the most highly considered. [SA]

PROBE Any others (if less than 5)

Thinking of (ask for code 4 OR 5 in R3 in Q15 ) please rank 5 banks that you would consider with 1 being the most highly considered.

[MA]

PROBE Any others (if less than 5)

Q20c ASK CODE 4 OR 5 in R4 in Q15

Thinking of (ask for code 4 OR 5 in R4 in Q15 ) please rank 5 banks that you would consider with 1 being the most highly considered. [SA]

PROBE Any others (if less than 5)

Q20d ASK CODE 4 OR 5 in R5 in Q15

Thinking of (ask for code 4 OR 5 in R5 in Q15 ) please rank 5 banks that you would consider with 1 being the most highly considered.

[MA]

PROBE Any others (if less than 5)

Q20e ASK CODE 4 OR 5 in R6 in Q15

Thinking of (ask for code 4 OR 5 in R6 in Q15 ) please rank 5 banks that you would consider with 1 being the most highly considered.

[MA]

PROBE Any others (if less than 5)

Q20f ASK CODE 4 OR 5 in R7 inQ15

Thinking of (ask for code 4 OR 5 in R7 in Q15 ) please rank 5 banks that you would consider with 1 being the most highly considered.

[MA]

PROBE Any others (if less than 5)

Q20a Q20b Q20c Q20d Q20e Q20f

(H1) ATM/De

bit (Local)

(H1) ATM/de

bit internati

onal

(H1) Credit

card

(H1) Savings

(H1) Loan

(H1) Current Account

(419- 428)

(429- 438)

(439- 448)

(449- 458)

(459- 468)

(469- 478) (R1) STATE-OWNED BANKS ... 01 01 01 01 01 01 (R2) Bank for Industry & Commercial

Vietnam (Vietinbank) ...

02 02 02 02 02 02

(R3) Bank for Investment &

Development of Vietnam (BIDV)

...

03 03 03 03 03 03

(R4) Bank for Foreign Trade of

Vietnam (Vietcombank) ...

04 04 04 04 04 04

(R5) Bank for Agriculture & Rural 05 05 05 05 05 05

(R8) An Binh Bank (ABBank) ... 08 08 08 08 08 08 (R9) Citibank ... 09 09 09 09 09 09 (R11) Eastern Asian Commercial Bank

(Dong A Bank) ...

11 11 11 11 11 11

(R12) Vietnam Technological &

Commercial Joint Stock Bank

(TECHCOMBANK) ...

12 12 12 12 12 12

(R14) Southern bank ... 14 14 14 14 14 14 (R15) Orient Commercial Joint Stock

bank (OCB) ...

15 15 15 15 15 15

(R16) Military bank (MB) ... 16 16 16 16 16 16 (R17) Vietnam International Bank (VIB

Bank) ...

17 17 17 17 17 17

(R18) Saigon Thuong Tin Bank

(Sacombank) ...

18 18 18 18 18 18

(R21) HCM Housing and Development

Bank (HD) ...

21 21 21 21 21 21

(R22) Vietnam Maritime Stock Bank

(Maritime Bank) ...

22 22 22 22 22 22

(R23) Vietnam Export & Import Bank

(EXIMBANK) ...

23 23 23 23 23 23

(R24) Vietnam Joint Stock Commercial Bank for Private Enterprises (VP

BANK) ...

24 24 24 24 24 24

(R28) ANZ Bank (ANZ) ... 28 28 28 28 28 28 (R29) The Hong Kong and Shanghai

Banking Corporation (HSBC) ...

29 29 29 29 29 29

(R33) No banks (DO NOT SHOWCARD) ... 33 33 33 33 33 33 (R34) Viet Capital ... 34 34 34 34 34 34 (R45) Southest Asia Bank (SeA Bank) ... 45 45 45 45 45 45 (R98) No banks (DO NOT SHOWCARD) ... 98 98 98 98 98 98 (R99) DK/NA (DO NOT SHOWCARD) ... 99 99 99 99 99 99 Q21 WHY CONSIDER THIS BANK

You mentioned that (ask for rank 1 in Q20 ) would be your most highly considered bank. What is the primary reason for this?

(R1) ATM/ debit card (Local use only)

___________________________________________________________________________

___________________________________________________________________________

___________________________________________________________________________

(R2) ATM/ debit card (international use)

___________________________________________________________________________

___________________________________________________________________________

___________________________________________________________________________

(516-518) (R3) Credit card

___________________________________________________________________________

___________________________________________________________________________

___________________________________________________________________________

(519-521) (R4) Deposit/ saving account at bank

___________________________________________________________________________

___________________________________________________________________________

___________________________________________________________________________

(522-524) (R5) Loan services provided by banks

___________________________________________________________________________

___________________________________________________________________________

___________________________________________________________________________

(525-527) (R6) Current account (without card)

___________________________________________________________________________

___________________________________________________________________________

___________________________________________________________________________

(528-530)

ASK FOR BANKS AWARE OF IN Q19D HORIZONTALLY SHOWCARD & ROTATE STATEMENTS AND BANKS

Here are some statements people have about banks in different perspectives. On a scale of 1 to 5, please rate the following banks on this list of statements.

1 is strongly disagree with the statement 2 is slightly disagree

3 is neutral/ no opinion 4 is slightly agree 5 is strongly agree

If code 5 banks per person (randomly rotated per respondent) if respondent is aware of ________________ (READ OUT THE NAME OF BANK CHOSEN IN Q19 c)

Vietc omba

nk

ACB Techc omba nk

BIDV Saco mban

k

Đông Á

HSBC VIB Bank

Mariti me bank (532) (534) (535) (536) (537) (538) (539) (540) (543) (R1) Has a wide range of

services ...

(547) (549) (550) (551) (552) (553) (554) (555) (558) (R2) Has efficient processes/

procedure ...

(562) (564) (565) (566) (567) (568) (569) (570) (573) (R3) Has a broad network of

transaction branches ...

(577) (579) (580) (615) (616) (617) (618) (619) (622) (R4) Has professional

service styles and

attitudes ...

(626) (628) (629) (630) (631) (632) (633) (634) (637) (R5) Has very good

customer services ...

(641) (643) (644) (645) (646) (647) (648) (649) (652) (R6) Is financially secure ...

(656) (658) (659) (660) (661) (662) (663) (664) (667) (R7) Has attractive/user-

friendly transaction

points ...

(671) (673) (674) (675) (676) (677) (678) (679) (716) (R8) Is strongly

recommended by every

one ...

(720) (722) (723) (724) (725) (726) (727) (728) (731)

(R9) Has attractive

(750) (752) (753) (754) (755) (756) (757) (758) (761) (R11) Have competitive fees

and interest rate ...

Q23 IMPORTANCE OF IMAGERY SHOWCARD

From this list of attributes could you please rank your top 3, with 1 being the most important.

PROBE Any others? (probe until 3)

RANK

(R1) Has a wide range of services ... (764) (R2) Has efficient processes/ procedure ... (765) (R3) Has a broad network of transaction branches ... (766) (R4) Has professional service styles and attitudes ... (767) (R5) Has very good customer services ... (768) (R6) Is financially secure ... (769) (R7) Has attractive/user-friendly transaction points ... (770) (R8) Is strongly recommended by every one ... (771) (R9) Has attractive promotion programs ... (772) (R10) Is a market leader in Vietnam ... (773) (R11) Have competitive fees and interest rate ... (774) Q24a MOBILE/ INTERNET BANKING AWARE

SHOWCARD

Which of the following banking methods are you aware of?[MA]

Q24b CONSIDERED TRANSACTIONAL CHANNELS SHOWCARD SCALE

Which of the following TRANSACTIONAL CHANNELS are you considering using? [MA]

Q24a Q24b

Aware Not at all likely

Unlikely Undecid ed

Likely Highly Likely (775) (780)

(R1) Phone banking (call operator) ... 1 1 2 3 4 5 (776) (815)

(R2) Mobile banking (SMS banking) ... 1 1 2 3 4 5 (777) (816)

(R3) Online/ Internet banking ... 1 1 2 3 4 5 (778) (817)

(R4) Bank counter ... 1 1 2 3 4 5

MOBILE BANKING SHOWCARD

Amongst these functions of MOBILE BANKING, which one are you aware of? [MA]

Q25b ASK FOR CODE 3 IN Q24 INTERNET BANKING SHOWCARD

Amongst these functions of INTERNET BANKING, which one are you aware of?

[MA]

Q25a Q25b

(H1) Mobile banking

(H1) Internet Banking (819) (820) (R1) Reciving funds from other people ... 01 01 (R2) International money transfer ... 02 02 (R3) Query the bank information ... 03 03 (R4) Query historical transactions, interest rate, exchange rate ... 04 04 (R5) Pay for bills and invoices (utilities, phone, mobile, etc.) ... 05 05 (R6) Query account information (current account, loan, saving, etc.) ... 06 06 (R7) Fund transfer between my own accounts ... 07 07 (R8) Fund transfer to mobile accounts ... 08 08 (R9) Other (specify ____) ... 09 09 (R10) DK/ NA ... 10 10 Q26 ASK CODE 3 IN Q24

SHOWCARD

What is your opinion on internet banking? [MA]

Code (821)

Route

Convenient (General mention) ... 01 Cheap ... 02 Faster turnaround time ... 03 I can perform my banking activities online ... 04 I don't feel internet banking is save ... 05 It provides fast access to banking services ... 06 I like to interact with bank staff ... 07 I don't have access to internet at home ... 08 I can access any time ... 09 Takes long time to load the interface ... 10 I am worried about SCAM websites ... 11

... 15

SAVING AND INVESTMENT (NOT AT BANKS)

Q27 ASK FOR CODE 14 & 16 IN Q13c

WHERE DO YOU PUT YOUR SAVINGS SHOWCARD

Which methods are you currently using for your savings? [MA] Code (830) Route

Save at home ... 01

Gold trading ... 02

Foreign currency trading ... 03

Take part in a tontine ... 04

Invest into real estate ... 05

Invest into stock exchange ... 06

Invest into bonds ... 07

Put money into other business ... 08

Buy insurance ... 09

Other (specify) ... 10

Q28 ASK FOR CODE 14 OR 16 IN Q13c

WHY SAVE THAT WAY SHOWCARD

Why do you choose to save/ invest by those methods? [MA] Code (832) Route

Faster returns on investment ... 01

Simple procedure ... 02

Flexible withdrawal ... 03

I'm a risk-taker ... 04

Do not trust bank ... 05

Better returns ... 06

Safety of investment ... 07

Influenced by others (ie. I must save the same way as my parent/spouse) ... 08

Other (specify) ... 09

DK/NA ... 10 Q29 AMOUNT OF MONEY SAVED

Could you please tell me the average monthly amount that you save or invest(VND '000)?

Q30 ASK FOR CODE 15 IN Q13c WHERE DO YOU BORROW SHOWCARD

When you are in need of certain amount of money, which sources do you choose to borrow money from, beside banks?[MA]

PROBE Any others?

Code (843)

Route

I use money from own savings ... 01

I sell valuable assets ... 02

Non-bank financial/ Institution companies ... 03

Pawn shops ... 04

Family/ Relatives ... 05

Friends/ Colleagues ... 06

Loan sharks ... 07

My company ... 11

Other (specify) ... 12

Q31 ASK FOR CODE 15 IN Q13b

WHY NOT BORROW FROM BANKS SHOWCARD

What are the reasons that you decide to borrow money from above sources

other than bank?[MA] Code (845) Route Don't need to deposit certificates of assets/ property ownership ... 01

Procedure/ formality is simple ... 02

Able to provide big loan ... 03

Able to obtain loans quickly ... 04

Can increase credit line ... 05

Don't have to pay for interest rate ... 06

Able to avoid bureaucratic issues or additional for bank staff ... 07

Flexible payment manners ... 08

Other (specify) ... 09 Q32 ASK FOR CODE 15 IN Q13b

LOAN AMOUNT (NOT AT BANK) SHOWCARD

Could you please tell me the average amount that you borrow from other sources rather than bank(VND '000)?

(R1) Loans amount ... (846-853)

METHOD OF TRANSFER

Which methods are you currently use to transfer money to others?[MA]

(854)

Gold stores ... 1

Banks ... 2

Western Union ... 3

Money Gram ... 4

Passenger bus services ... 5

Post office ... 6

Through relatives/acquaintance ... 7

Self-bringing ... 8

Other (specify) ... 9 Q34 ASK FOR CODE 10/11/21 IN Q13b

AMOUNT OF TRANSFER

Could you please tell me the average monthly amount that you transfer to others?

(R1) ... (855-862) FINANCIAL ATTITUDE

Q35a ATTITUDE TOWARDS RISKS SHOWCARD SCALE

ROTATE STATEMENT

Below are some statements that people use to describe about themselves. Could you please let us know which statements are suitable with you about taking risk? [MA]

Q35a

Strongly Disagree

Disagree Neither Agree or Disagree

Agree Strongly Agree (864)

(R1) People who know me would describe

me as a cautious person. ...

1 2 3 4 5

(865) (R2) I feel comfortable about investing in the

stock market. ...

1 2 3 4 5

(866) (R3) I generally look for the safest type of

investment, even if that means lower

returns. ...

1 2 3 4 5

(867)

(R4) I like to listen to advice about 1 2 3 4 5

(869) (R6) I find investment and other financial

risks easy to understand. ...

1 2 3 4 5

(870) (R7) I am willing to take substantial financial

risk to earn substantial financial returns.

...

1 2 3 4 5

Q36a ATTITUDE TOWARDS LONG-TERM/ SHORT-TERM SHOWCARD SCALE

ROTATE STATEMENT

Below are some statements that people used to describe about themselves. Could you please let us know how likely do those statements suit with you? [SA]

Q36a

(H1) Strongly Disagree

(H2) Disagree

(H3) Neither Agree or Disagree

(H4) Agree

(H5) Strongly

Agree

(876) (877) (878) (879) (880)

(R1) Saving some money for the future is very

important. ...

1 1 1 1 1

(R2) Usually I may run out of money at the

end of the month. ...

2 2 2 2 2

(R3) I want to save money to protect myself

from unexpected events. ...

3 3 3 3 3

(R4) I usually spend all the money I have within today, then think about how to

earn more money later on. ...

4 4 4 4 4

(R5) My friends describe me as an

uncautionary person. ...

5 5 5 5 5

(R6) I usually have careful plan for using

money/ buying something. ...

6 6 6 6 6

(R7) I often spend money without care. ... 7 7 7 7 7

Q37a OPEN TO TRY NEW THINGS SHOWCARD SCALE

ROTATE STATEMENTS

Please indicate how much you agree/disagree with each statement.

[SA]

Q37a

Strongly Disagree

Disagree Neither Agree or Disagree

Agree Strongly Agree

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