Focus Group on Finance
Adults ages 18+ nationwide are invited to participate in an online researchstudy about finance. Qualified participants will receive $180 for a 90-min
45-Minute Interview on Personal Financial Decisions
We’re conducting a paid research study about how people manage their personal finances, investment accounts, and financial service relationships. Participants will complete a remote, AI-led video interview that takes about 30–45 minutes. You’ll be asked about your financial decision-making process, how you use your primary brokerage or investment account, and how you think about financial providers.
We'd like to hear about your financial practices!
We are conducting research to understand how individuals interact with and use financial services. We are looking for participants who have experience managing personal finances, whether through banking, investments, or budgeting tools. Your feedback will help improve experiences in the financial services industry. This study is intended to gather diverse perspectives, and participation is voluntary. If you're selected, you'll be invited to share your insights in an interview. Thank you for cons
Tools Feedback Study
We're looking for small business owners to share feedback on new tools designed to help manage day-to-day finances more efficiently. This is a 1 hour video call where you'll explore some concepts and share your honest reactions. No preparation needed, we just want to hear how you think about running your business.
Connect systems with integrations or automations? We want to talk to you!
We're seeking people who have recently set-up workplace systems to share, sync, or transfer business data (e.g., operations, finance, HR, sales, support, IT, analytics, or AI workflows). Participants should be able to discuss one recent setup, change, or troubleshooting experience in detail.
Have you helped your company choose a Finance system? We want to talk.
We're researching how Finance professionals evaluate and choose new software for their organizations. In this 60-minute remote session, you'll share your experience with a recent software evaluation, complete a few tasks on a design prototype, and tell us what works and what doesn't. You're a great fit if you work in Finance and have been actively involved in evaluating or selecting an HR or Finance platform in the past 18 months - whether as a decision-maker, part of an evaluation committee,
Have you helped your company choose a Finance or HR system? We want to talk.
We're researching how Finance, HR, and IT professionals evaluate and choose new software for their organizations. In this 60-minute remote session, you'll share your experience with a recent software evaluation, complete a few tasks on a design prototype, and tell us what works and what doesn't. You're a great fit if you work in Finance, HR, or IT and have been actively involved in evaluating or selecting an HR or Finance platform in the past 18 months - whether as a decision-maker, part of a
Focus Group Finance Personal Finances Focus Group
Are your personal finances working for you? Participate in bi-weekly onlinesessions about personal finance through December 2026. One-hour sessions p
Family Finances
Make sure to answer all screener questions accurately and honestly to avoid issues with your submission.
Personal Finances
Make sure to answer all screener questions accurately and honestly to avoid issues with your submission.
Let's talk about money! Data Collection - Research Study
Make sure to answer all screener questions accurately and honestly to avoid issues with your submission.
Explore financial data with Edit with Copilot in Excel
Use an AI tool in Excel and see what it can do with finance questions and data.
Money Study
Make sure to answer all screener questions accurately and honestly to avoid issues with your submission.
Does your company use batch ACH collections for customer payments?
We’re looking to speak with finance and payments professionals who manage customer receivables, including ACH collections, to better understand how companies collect payments from their customers today. This fun, casual research will explore the different tools and workflows teams use for ACH debit/batch collections so we can build a better banking experience for finance professionals like you. Jump in to get started!
Explore financial AI capabilities in Excel
We're excited for you to try running some finance-related prompts with an AI tool in Excel and evaluate how well the AI performs.
How does your company accept customer payments?
We're looking to talk with finance professionals who have payment receivables responsibilities to understand how companies typically collect payments from their customers. The fun, casual research will explore the different ways teams prefer to collect payments so we can improve your workflows, needs, and pain points to build a better banking experience for finance professionals like yourself! Jump in to get started.