Using AI note-taking tools during your session is a violation of confidentiality as outlined in the NDA/Consent Form you must sign as part of this research. We will provide you with instructions for how to disable AI note-taking tools for the platform your session is taking place on. Do you agree not to use AI note-taking tools and to receive the instructions for how to turn off AI-notetaking on the platform your session is taking place on?
What role, if any, do you play in deciding the type of supplier(s) to use for financial services at
your current company?
In addition to being a financial supplier decision-maker at your company, which if any, of the following are you responsible for in your position? Select all that apply
How long have you been a card member at your business?
Are you the primary card holder for the business card, meaning the cards are in your name?
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)?
How often, if ever, do you pay for goods and services for your business with your Card?
Which, if any, of the following types of accounts have you connected to your digital financial tool/app, if any? Please select all that apply:
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