SURVEY INSTRUCTIONS (est. survey time = 3 minutes)

First, please watch the 90-second explainer video below about a new personal financial health awareness, scoring, and automated budgeting capability. Please consider watching it twice to fully understand the product (which can be adopted as a feature by any consumer budgeting or financial wellness platform). Consider how this new approach might benefit your spending awareness and financial discipline if it were made easily available to you.
 
Please watch the video before proceeding to the 10 questions about the video content:  
 

Then, please answer the 10 questions that follow. With your help, we can improve our offering and your financial health!

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* 1. The Question & Answer 'interview' style approach to automatic budget creation, cash-flow health scoring, and use of peer-comparisons is unlike anything else I've seen before.

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* 2. If this service were readily available to you today, how likely would you be to use it?

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* 3. Periodic use of such a financial awareness feature and review of my Cash-Flow Health Score (relative to my peers) could increase my chances of success at meeting my savings goals.

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* 4. I could see myself using the functionality as described in the video at least a few times each month to confirm my cash-flow health scores, or potentially modify my savings goal or budget amounts of one or more expense categories.

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* 5. Regular use of the functionality as described in the video would result in me carrying a higher average monthly bank balance by as much as:

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* 6. The ease of use and rapid results made possible by the approach illustrated in the video would lead me to favor a budgeting platform that included this approach vs one that did not.  

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* 7. The approach to budgeting as illustrated in the video would result in "non-budgeters" becoming "budgeters" if this were made easily available to them. 

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* 8. All other things being equal, I would consider moving my primary banking relationship to a provider who offered (for free) a fully functional version of this capability as described in the video, if my current bank did not.

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* 9. Assuming I have an employer, I would view them more favorably if they were to offer this new capability as a free Employee Financial Wellness Benefit.

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* 10. If not available to me for free, I would likely be willing to pay up to $_____ per month for access to a full-featured version of the capability described in the video.

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