Personal Finance Mobile App Survey
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1.
Please take a moment to help us understand what's most important to you in a mobile personal finance app
1
. What would you like a personal finance mobile app to do for you? what are the features that would make it most interesting and relevant for you?
What would you like a personal finance mobile app to do for you? what are the features that would make it most interesting and relevant for you?
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2
. Out of the following features, which ones would you find most attractive on a mobile personal finance app? Please choose up to 3 features.
Out of the following features, which ones would you find most attractive on a mobile personal finance app? Please choose up to 3 features.
The ability to ask a specific question and have a personal finance expert answer it
Step-by-step how-to guides on essential personal finance-related decisions (e.g. how to choose life insurance, should you refinance your mortgage etc.)
Rate alerts - if the app would alert me every time there is a relevant rate change (e.g. mortgage rates, car insurance rates) that would have potential to save me money (you get to customize which alerts you want to get)
Alert me when there is a new personal finance deal or special offer (e.g. get $150 for opening a new checking account with Chase) that fits my preferences (you could customize what you would want to be alerted on)
The ability to pay my bills directly from the mobile app
News stories covering various aspects of personal finance (e.g. record low mortgage rates make is compelling times to buy a house)
Tools that help you with personal finance issues while you are "on the go" e.g. get a mortgage rate based on your location while shopping for a house, help file a car insurance claim if you are in an accident, find an ATM, bank branch etc.
Tools/tips showing me how much I could save on car insurance, or gain from refinancing my mortgage, applying for a new credit card/bank account etc.
Answers to frequently asked personal finance questions
The ability to see all my personal finance accounts in one place on a mobile app
Decision making tools/calculators (e.g.what type of life insurance do I need? calculate monthly mortgage payment etc.)
Funny/useful tools - for example a DUI calculator you could take into a bar and would tell you if it's safe to drive or not based on what you drank
Other (please specify)
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3
. How often would you use such a personal finance app?
How often would you use such a personal finance app?
once a day
once a week
once every couple of weeks
one a month
rarely
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4
. On a scale of 1 to 10, how likely are you to recommend such a personal finance mobile app to your friends or colleagues?
1 (very unlikely)
2
3
4
5
6
7
8
9
10 (highly likely)
Likely to recommend to friends or colleagues
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On a scale of 1 to 10, how likely are you to recommend such a personal finance mobile app to your friends or colleagues? Likely to recommend to friends or colleagues 1 (very unlikely)
Likely to recommend to friends or colleagues 2
Likely to recommend to friends or colleagues 3
Likely to recommend to friends or colleagues 4
Likely to recommend to friends or colleagues 5
Likely to recommend to friends or colleagues 6
Likely to recommend to friends or colleagues 7
Likely to recommend to friends or colleagues 8
Likely to recommend to friends or colleagues 9
Likely to recommend to friends or colleagues 10 (highly likely)
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5
. Are you:
Are you:
Male
Female
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6
. Please enter your age (in years):
Please enter your age (in years):
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