Women's Banking & Financial Inclusion Survey
Measure how women across income segments evaluate, compare, and choose formal banking, credit, and savings products, so you can sharpen acquisition targeting, fix conversion gaps, and refine channel positioning.
CONTEXT & RELEVANCE
Why run this survey now
Most financial institutions don't lose women customers purely on product gaps. They lose them due to trust deficits, misaligned onboarding journeys, income-documentation barriers, low financial literacy assumptions, and poorly segmented outreach, none of which fully show up in account activation reports or branch footfall data.
If you are...
- Bank competing against fintech wallets
- MFI or NBFC serving rural women
- Women's product or credit head
- Financial inclusion strategy lead
- Distribution or channel growth head
You're likely facing...
- Low activation: account to product
- Trust gap: formal vs informal credit
- Banks = safe/inaccessible perception
- Fintechs = easy/untrustworthy perception
- Segment drop-off: onboarding to usage
This will help answer...
- Primary barriers to formal banking
- Onboarding drop-off stage
- Urban vs rural segment preference
- Fee sensitivity and credit terms
- Switching triggers and loyalty drivers
RESEARCH THEMES
What This Survey Investigates
Eight interconnected research themes that map the complete women's banking journey from account opening to long-term wealth accumulation.
Discovery & Awareness
- First financial institution approached
- Awareness channels, peer referrals
Preference Drivers
- Product attributes ranked by women
- Safety, convenience, gender-sensitivity
Product & Access
- Credit, savings, insurance uptake
- Formal vs. informal financial tools
Journey Friction
- KYC, documentation drop-off points
- Branch experience vs. digital gaps
Pricing & WTP
- Fee sensitivity across income segments
- Willingness to pay for advisory services
Usage & Stickiness
- Transaction frequency, channel mix
- Cross-product adoption within one bank
Trust & Safety
- Fraud concern, data privacy confidence
- Gender-safe branch environment perception
Competitive Positioning
- Primary bank vs. challenger perception
- Switching intent, retention triggers
SAMPLING STRATEGY
Tell us about your ideal sample
Help us understand your target respondent profile. Select what applies, we'll design the optimal sample plan based on your inputs.
METHODOLOGY
Survey approach
For the Women's Banking and Financial Inclusion Survey, we recommend a quant-first design with flexible data-collection modes to balance reach, depth, and verification across urban, peri-urban, and rural women segments.
EXECUTION PROCESS
How we execute
A proven 9-step process from scoping to delivery, designed to ensure quality, speed, and actionable insights.
Define the decision frame
Confirm objectives, target cohorts, geographies, and reporting cuts
Define the decision frame
Design the instrument
Build workstream modules mapped to outputs (drivers, friction, pricing, retention, trust)
Design the instrument
Lock the questionnaire
Review wording, sequencing, LOI, and competitive context; approve final version
Lock the questionnaire
Pilot and calibrate
Test comprehension and ease quality; refine quotas and remove friction where needed
Pilot and calibrate
Run fieldwork
Execute collection with active quota management and feasibility controls
Run fieldwork
Assure quality
Dedupe, attention checks, speed/consistency rules, removals with audit trail
Assure quality
Prepare the dataset
Clean data and deliver codebook/variable definitions
Prepare the dataset
Analyse and synthesise
Driver ranking, leakage diagnostics, pricing bands, segment insights
Analyse and synthesise
Deliver and align
Executive deck (optional dashboard) and leadership readout with recommendations
Deliver and align
COMMERCIAL TERMS
Request a Commercial Proposal
Pricing depends on cohort, geography, sample size, approach, LOI, and deliverables. Configure below for an indicative estimate.
Select Sample Size
Geography
Select Mode of Survey
Length of the Interview
$0.00
+ applicable taxes
Cost Breakdown
Note: Estimate is indicative only. Final pricing is subject to scope finalization after discovery call.
REFERENCE CASELETS
Reference
Real-world examples of survey work in the women's financial services space.
Savings product preference & channel trust among urban women (India)
OBJECTIVE
WHAT WE DID
DELIVERED
Savings product preference & channel trust among urban women (India)
Credit access barriers & lender perception among rural women borrowers (India)
Savings product preference & channel trust among urban women (India)
OBJECTIVE
A digital-first NBFC needed to map how salaried urban women and self-employed urban women evaluate savings and deposit products, and which trust signals and channel touchpoints drive their final enrollment decision.
WHAT WE DID
Ran a structured quant survey across 6 cities with 480 respondents, capturing product shortlisting criteria , preferred onboarding channel , documentation tolerance , and trust attribution by institution type for each occupational segment.
DELIVERED
A segment-level preference map by occupational type, a ranked list of trust-building levers by channel, and a friction inventory covering the 4 highest-dropout steps in the digital enrollment journey.
FREQUENTLY ASKED QUESTIONS
Common Questions
Answers to frequently asked questions about this survey mandate.
What decisions will this survey enable?
Who is the buyer vs who are the respondents?
Can we see differences between unbanked, underbanked and fully banked women?
How will you measure financial product preference beyond simple ratings?
Will the survey map the full financial inclusion journey and drop-offs?
Can this survey inform product and pricing strategy?
How will findings improve our women-segment acquisition and retention strategy?
Still have questions?
Schedule a discovery call to discuss your specific needs and get a custom quote.