Finance & Insurance

Proven studies in this category, ready to customize.

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Finance & Insurance

Parametric Insurance Trust & Payout Confidence Survey

Measures policyholder understanding of parametric triggers and trust in automated payout mechanisms, identifying key trust drivers, barriers, and basis-risk tolerance to inform product design and communication strategies.

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Finance & Insurance

Loan Servicing Experience & Satisfaction Survey

Measures borrower satisfaction across loan statement clarity, escrow account transparency, and customer support quality to identify key drivers of retention and service improvement opportunities.

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Finance & Insurance

Digital Micropayments: Consumer Adoption & Barriers Study

Measures consumer awareness, usage behavior, perceived barriers, use-case interest, and price thresholds for digital micropayments. Designed for market researchers studying payment innovation adoption across consumer segments.

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Finance & Insurance

Identity Verification Friction & Trust Assessment

Measures ease, clarity, trust, and drop-off points across KYC/AML identity verification flows. Designed for compliance, product, and UX teams seeking to reduce verification abandonment and improve onboarding completion rates.

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Finance & Insurance

Forecast Confidence & Scenario Planning Assessment

Assesses team confidence in operational forecast accuracy, input quality, and scenario planning practices across functions. Designed for cross-functional teams to identify forecasting gaps, process bottlenecks, and planning improvement priorities.

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Finance & Insurance

Consumer Financial Confidence, Savings & Debt Stress Survey

Measures household financial confidence, savings buffer adequacy, debt stress, and behavioral coping strategies. Designed for consumer research panels to track financial resilience and segment by financial health.

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Finance & Insurance

Banking CX Survey: Financial Guidance, Risk Tolerance & Channel Preferences

Measures banking customers' channel usage and satisfaction, financial guidance needs and format preferences, and investment risk tolerance to inform CX strategy and product development.

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Finance & Insurance

DAO Governance Satisfaction & Participation Survey

Measures member satisfaction with proposal processes, voting experience, and treasury transparency in decentralized communities. Designed to identify participation barriers, trust gaps, and priority improvements for governance leads.

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Finance & Insurance

Crypto Wallet Setup, Recovery & Transaction UX Survey

Evaluates self-custody wallet onboarding friction, seed phrase recovery confidence, and on-chain transaction clarity to identify UX improvements. Designed for crypto wallet product teams targeting active wallet users.

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Finance & Insurance

Crypto Wallet Setup & Recovery UX Study

Evaluates user comprehension, confidence, and preferences around non-custodial wallet setup flows, seed phrase recovery, and network fee transparency to identify UX friction points and reduce drop-off.

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Finance & Insurance

Credit Card Dispute Resolution Experience Survey

Measures cardholder satisfaction, effort, and friction across the end-to-end dispute lifecycle—from initiation through resolution—to identify process improvements and support retention.

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Finance & Insurance

BNPL Consumer Usage, Trust & Attitudes Survey

Measures Buy Now, Pay Later adoption patterns, provider preferences, spending thresholds, trust drivers, and consumer concerns. Designed for fintech product teams, lenders, and market researchers seeking segmentation and attitudinal insights from adult consumers.

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