Explore financial AI capabilities in Excel
Compensation
$20
Duration
30 min
Format
Remote
Eligibility
18+
More in finance
There are currently 22 other studies available in this category.
About this Study
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.
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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.