Customer service: onboard questionnaire ❓

Questionnaire about the customer during onboarding to find out more about them.

e.g. type of investor, why using the app.

This helps us personalize your insights reading and portfolio themes for instance.

Anonymous obviously.

This is most vital part and will be helpful in segmenting data and getting valuable analytical insights. Please include educational back ground, age bracket (say 20-30 etc), work experience, profession, salary bracket, City & Country and have the user to tick the relevant boxes

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