Welcome! This short survey asks about your use of financial apps, what matters to you, and a few demographics. There are no right or wrong answers.
How often do you use any financial app (banking, payments, investing)?
- Daily
- Several times a week
- Once a week
- A few times a month
- Monthly or less
- Never
Which types of financial apps or services do you currently use? Select all that apply.
- Mobile banking app from my bank
- Neobank or digital-only bank
- Person-to-person payments (e.g., Venmo, Cash App)
- Buy now, pay later (BNPL)
- Budgeting or expense tracking app
- Investment or stock trading app
- Robo-advisor or automated investing
- Cryptocurrency exchange or wallet
- Savings or round-up app
- Credit score/monitoring app
- None of the above
- Other
What is the one financial app you use most often? (Optional)
Max 100 chars
In the past 3 months, how often did you use financial apps for each task?
Attention check: To confirm you’re paying attention, please select “I am paying attention.”
- I am paying attention
- I am not paying attention
- I prefer to skip this question
- Banana
Overall, how satisfied are you with the financial apps you use?
How much do you trust financial apps to keep your money and data safe?
Rank the following factors from most to least important when choosing a financial app.
Allocate 100 points across these factors to show their relative importance (higher = more important).
Which, if any, would you consider trying in the next 6 months? Select all that apply.
- Open an account with a neobank
- Use buy now, pay later for a purchase
- Try a robo-advisor
- Start using a cryptocurrency wallet or exchange
- Use a round-up savings tool
- Get an earned wage access/paycheck advance service
- None of the above
- Other
What is the maximum monthly fee you would be willing to pay for a financial app that meets your needs? (USD)
Which device do you mainly use for financial apps?
- Smartphone
- Tablet
- Laptop/Desktop
- Other
What is your age?
- 18–24
- 25–34
- 35–44
- 45–54
- 55–64
- 65+
- Prefer not to say
Which best describes your gender?
- Woman
- Man
- Non-binary
- Prefer to self-describe (optional text next)
- Prefer not to say
If you prefer to self-describe your gender, please enter it here. (Optional)
Max 100 chars
Country where you currently live:
Max 100 chars
What is the highest level of education you have completed?
- Less than high school
- High school or GED
- Some college or 2-year degree
- Bachelor’s degree
- Graduate or professional degree
- Other
- Prefer not to say
What is your current employment status?
- Employed full-time
- Employed part-time
- Self-employed
- Student
- Homemaker
- Unemployed
- Retired
- Unable to work
- Prefer not to say
What is your total household income before taxes?
- Under $25,000
- $25,000–$49,999
- $50,000–$74,999
- $75,000–$99,999
- $100,000–$149,999
- $150,000 or more
- Prefer not to say
Is there anything else you’d like to share about your experiences with financial apps? (Optional)
Max 600 chars
AI Interview: 2 Follow-up Questions on your financial app use
Thank you for your time—your responses have been recorded.