Financial Services Research Project

watchLAB welcomes you to the pre-qualifying online survey for our Financial Services research!

Topic: Financial Services
Genders: All
Ages: 20+
Sessions Available: Ongoing
Type of study: Virtual 1-on-1 Discussion
Length: 60 minutes
Location: Seeking participants Nationwide
Incentive: $125 (Payment would be mailed to you as a check. We estimate that checks would be mailed out about 6 weeks after the last interviews for this study have been completed.)

Before you get started -- some stuff you should know:

After you fill out the survey, we will review your responses. If you appear to be a possible match to our client's research criteria we will call you to verify your responses and ask you some additional questions to determine if you fully qualify. Please note that simply filling out the survey does not automatically qualify you for the study. Also, due to a potentially high volume of responses, we may only be able to respond to those who appear to be a possible match.

The world has Swiss Banks. We have our Online Community. Both are highly confidential and secure -- only with us, you don't have to worry about retina scans and fingerprints. Any information you share with watchLAB will never be given to any clients or third parties without your explicit permission as part of a paid market research study.

Ready to start the survey?

Contact & Basic Info

First Name

Last Name

Mobile Phone

Birthdate (mm/dd/yyyy)

Age

Gender

Ethnicity

Do you identify as being LGBTQIA+?

City

State

Zip Code

Metro Area

Urbanicity

Highest level of education attained

Marital Status

Employment Status

What is your job title?

What organization do you work for?

What does your organization do? What industry is it in?

Household Income

Please tell us...

Do you identify as having any of the following which affects your daily functions?

Vision Impairment which is a decrease in the ability to see that causes problems that cannot be fully corrected by usual means such as glasses or contacts (for example, needing/ using a screen reader, using the zoom feature on your computer screen, or being colorblind, etc.) or prevents you from seeing at all.Deaf or Hard of Hearing which is a decrease in the ability to hear (for example needing/ using hearing aids, needing to turn the volume high on your computer, TV, etc.?) or prevents you from hearing at all.Cognitive Impairments that impact your daily mental functions (for example, having Bipolar Disorder, PTSD, Dyslexia, ADHD, Alzheimer’s, or Dementia)Motor Impairments which decrease your mobility or ability to use any body part(s) (for example, needing/ using assistive devices such as a special keyboard/ mouse, a wheelchair, cane, etc.)None of the abovePrefer not to say

Similar to the last question, at times, we are seeking participants with a certain amount of experience with research studies. Other times, we want to avoid experience. When was the last time that you participated in a research project, such as a focus group or usability study?

Which of the following online activities, if any, have you done using your desktop/laptop computer, tablet and/or smartphone in the past 6 months? Select each column that may apply.

	Desktop/Laptop computer	Smartphone via browser	Smartphone via app	Have done but not within past 6m	Not appllicable
Used an online payments system (i.e., PayPal, SquareCash)
Used web-based email (like Gmail, Hotmail, Yahoo! Mail)
Participated in social networking
Held meetings/done general work (via a variety of apps)
Bill paying and/ or financial account management
Checked bank accounts or finances (like checking accounts, stocks, retirement accounts)

Please rate your impression of the following brands on a scale from 1-10, with 1 being extremely dislike and 10 being extremely like.

Bank of America

American Express

Wells Fargo

Citibank

Chase

When it comes to making financial decisions for your household, which of the following best describes your level of responsibility?

Which, if any, of the following type(s) of financial/banking services do you currently have? Select all that may apply.

Which financial institutions, if any, do you have and use your own login credentials for (meaning a username and password for an online account at or the mobile app)? Select all that may apply.

Which of the following financial activities are you currently doing/signed up for?

1. Used automated digital financial tools. A digital financial tool is a personal finance app/website or spending tracker that helps consumers analyze their expenses and/or budget their money. The spending analysis tool can be offered by a financial institution to its consumers, or it can be a stand-alone app or site.

2. Formal budgeting. Formal budgeting consists of regular use of digital tools, automatic AND/or manual, to actively plan for personal finances/expenses. Reviewing information, such as from a banking app, would not be considered formal budgeting.

3. Investing in stock options

4. Saving for retirement

5. Building an emergency fund

What other type(s) of financial tool(s) are you using? Please specify.

You mentioned that you are using financial/spending analysis tools provided by Bank Apps. Which of the following activities are you completing with these tools? Select all that may apply.

You mentioned that you are using Mint. When was the last time you used Mint?

Are you a business owner?

YesNo

What role, if any, do you play in deciding the type of supplier(s) to use for financial services at

your current company?

Other than yourself, how many people are employed at this business?

How long has your company been in business?

What is the approximate annual revenue of your company in 2023?