We’re looking to speak with finance leaders and finance professionals who regularly view or manage company accounts (deposits, CDs, sweeps, etc.).
Our research interviews will be fun and informal. Our team simply wants to learn about common account types, tasks associated with each, and how that information should ideally be presented in a bank platform. We'll be sharing a very early-stage prototype to discuss whether or not it matches expectations.
So please - don't be shy! Get involved and help us better understand your needs so we can improve banking for all finance professionals!
The researcher may follow up via message, email, or phone to confirm if you're a fit for the study. Be sure to answer!