How You Manage Money Day-to-Day

We're looking to interview people about how they manage money in their day-to-day life and work.

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

We're looking for feedback on your personal finances and planning.

Make sure to answer all screener questions accurately and honestly to avoid issues with your submission.

Seeking to learn when and why small businesses purchase and use financial tools beyond basic bank accounts and credit cards.

We're looking for great people to connect with and learn about how they make decisions about their money. This study requires video participation. Please ensure you are in a quiet, well-lit location, free from distractions and background noise, and keep your camera on for the entire session. Sessions without quality video participation will not be considered complete.