Drive financial innovation with human insight

User Interviews gives you access to both consumer and professional financial audiences, from everyday users of banking apps to licensed financial decision-makers. You can recruit retail banking customers, credit card users, homeowners, loan applicants, and fintech adopters, as well as finance professionals like underwriters, compliance officers, analysts, advisors, and senior leaders in corporate finance.

Our panel of over 6 million individuals can be filtered by financial product usage (e.g. uses banking apps), homeownership status, income bracket, industry, role, and more. Whether you’re testing a personal finance mobile app or running research with finance executives, our advanced filters make it easy to find the right people fast, ensuring your research represents your real-world audience.

We understand the stakes in financial services. That’s why User Interviews is SOC 2 Type II, ISO 27001, and ISO 27701 certified, meeting the highest global standards for security and data protection. Built-in consent workflows, opt-in forms, NDAs, and customizable participant communication help ensure compliance with GDPR regulations.

Admins can manage governance settings, track study data, and set guardrails for participant communication, so research remains ethical, private, and aligned with industry standards. Every touchpoint is designed to protect both your participants and your brand’s reputation.

User Interviews supports nearly every kind of research used in the financial services industry, from customer experience studies to market trend analysis and fintech product testing. Teams use our platform to conduct moderated interviews, usability tests, and surveys that help uncover how people think, feel, and act when making financial decisions.

You can explore how customers use mobile banking apps, test messaging around trust and security, or assess satisfaction with investment and lending products. On the B2B side, you can connect with finance professionals and small business owners to evaluate new payment solutions, business finance products, or corporate banking workflows. Whether you’re running qualitative research or large-scale quantitative studies, User Interviews makes it easy to recruit the right financial segments, automate logistics, and gather data you can trust.

Fraud prevention is built into our DNA. Every participant in our 6M+ panel goes through a multi-step identity verification process, including email validation and behavioral analysis. We monitor for suspicious patterns, duplicate entries, and inconsistent data in real time.

Our team also performs manual reviews of flagged participants, ensuring studies stay accurate and secure. The result? Less than 1% fraud rate across millions of completed sessions. This means your insights come from genuine human experiences, not bots or bad actors.

Definitely! With Research Hub, our participant CRM, you can build and manage your own panel of customers or partners. Scale up to multiple panels for different brands or markets, manage access to participants, and create dynamic segments. Automate outreach, scheduling, and incentive management to maintain consistent engagement without manual tracking.

Research Hub gives financial institutions a secure way to manage opt-in data and run studies across teams, helping you scale research without losing control of participant quality or compliance.

Speed is one of our biggest advantages. When recruiting with User Interviews, most research teams start seeing qualified matches within 24 hours of launching a study. With automated screening, scheduling, and participant communication, projects that used to take weeks can now be completed in days.

Whether you’re testing a new feature, running a quick concept validation, or collecting quantitative feedback, our tools help you hit your deadlines without compromising data quality.

Yes. Our robust integrations allow you to seamlessly connect User Interviews with tools like Qualtrics, SurveyMonkey, Microsoft Teams, and Zoom. This allows you to run end-to-end research workflows without leaving your existing tool stack. We offer dozens of native integrations with popular tools, as well as custom redirects, and universal compatibility with any research tool or method.