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?
| Rows | Never | Rarely | Sometimes | Often | Very often |
|---|
| Check balances or transactions | • | • | • | • | • |
| Transfer money between accounts | • | • | • | • | • |
| Pay bills | • | • | • | • | • |
| Budget tracking or insights | • | • | • | • | • |
| Investing or trading | • | • | • | • | • |
| Send/receive P2P payments | • | • | • | • | • |
| Buy/sell cryptocurrency | • | • | • | • | • |
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?
Scale: 11 (star)
Min: Very dissatisfiedMax: Very satisfied
How much do you trust financial apps to keep your money and data safe?
Range: 1 – 10
Min: Do not trust at allMid: NeutralMax: Completely trust
Rank the following factors from most to least important when choosing a financial app.
Drag to order (top = most important)
- Low/transparent fees
- Security and privacy
- Ease of use
- Speed of transfers
- Rewards/cashback
- Customer support quality
- Interest rates/APY
Allocate 100 points across these factors to show their relative importance (higher = more important).
Total must equal 100
- Low/transparent fees
- Security and privacy
- Ease of use
- Speed of transfers
- Rewards/cashback
- Customer support quality
- Interest rates/APY
Min per option: 0Whole numbers only
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)
Accepts a numeric value
Whole numbers only
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
AI InterviewLength: 2Personality: [Object Object]Mode: Fast Thank you for your time—your responses have been recorded.