Project Amberlight (Financial Services)

watchLAB welcomes you to the pre-qualifying online survey for our Financial Services research!

Topic: Financial Services
Genders: All
Ages: 18+
Sessions Available: Wednesday, November 5- Friday, November 7
Type of study: Virtual 1-on-1 Discussion
Length: 60-minutes
Location: Seeking participants Nationwide
Incentive: $150 (Payment would be mailed to you as a check. We estimate that checks would be mailed out about 6-8 weeks after the last interviews for this study have been completed.)

Before you get started -- some stuff you should know:

After you fill out the survey, we will review your responses. If you appear to be a possible match to our client's research criteria we will call you to verify your responses and ask you some additional questions to determine if you fully qualify. Please note that simply filling out the survey does not automatically qualify you for the study. Also, due to a potentially high volume of responses, we may only be able to respond to those who appear to be a possible match.

The world has Swiss Banks. We have our Online Community. Both are highly confidential and secure -- only with us, you don't have to worry about retina scans and fingerprints. Any information you share with watchLAB will never be given to any clients or third parties without your explicit permission as part of a paid market research study.

Ready to start the survey?

Contact & Basic Info

First Name

Last Name

Mobile Phone

Birthdate (mm/dd/yyyy)

Age

Age range

Gender

Ethnicity

Do you identify as being LGBTQIA+?

City

State

Zip Code

Metro Area

Urbanicity

Highest level of education attained

Which of the following categories best describes your total annual household income before taxes?

Marital Status

Employment Status

Please tell me your area of study and the name of your college/university.

What is your job title?

What is the name of your company that you work for?

What does your organization do? What industry is it in?

Technology Details

Which, if any, of the following devices do you own?

DesktopLaptopSmartphoneTabletE-ReaderNone of the above

What is the make, model, and OS of your smartphone?

In general, how many hours per week do you spend on the internet?

10 hours or more 7-9 hours 5-6 hours 3-4 hours 1-2 hoursLess than 1 hour

Do you currently have the ability to access personal email via a mobile email app on your smartphone?

YesNo

Are you willing to install a video conferencing app on your smartphone for this discussion?

YesNo

Are you willing to enable the meeting app to access your smartphone’s camera and microphone for this research?

YesNo

You may be asked to share your smartphone screen during the session. Would you be comfortable doing so?

YesNo

Does your computer have a webcam you would be willing to use during this remote interview session?

YesNo

Does your desktop/laptop have a working and connected mouse that you can use during your session?

Yes, I have a mouse Yes, I have a trackpadNo

Do you have working speakers and a microphone or a working headset that can be used for audio for your desktop/laptop?

Yes, I have working speakers and a microphone Yes, I have a working headset that can be used for audioNo

What type of Internet connection do you have on your desktop/laptop computer?

High speed (like Cable modem or DSL) Dial-up

What operating system does your computer run on?

Windows (8.1or higher) Mac (OS X 10.9 or higher) Chromebook (Chrome OS)Other

You may be asked to share your desktop/laptop screen during the session. Would you be comfortable doing so?

YesNo

Would you be willing to install a video conferencing app on your desktop/laptop for this interview?

YesNo

On a scale of 1-10, with 1 being extremely uncomfortable and 10 being extremely comfortable, how comfortable are you using each of the following devices to interact with websites on?

Desktop/Laptop

Mobile device

Which of the following best describes your comfort level with using new technologies and digital services?

I am very selective and cautious in trying new technologies. I prefer familiar tools and rarely use the advanced features.I use technology when needed but am indifferent towards it. I don't seek out new apps or gadgets.I am fairly comfortable trying new apps, devices and digital services. I can troubleshoot common tech issues.I eagerly adopt the latest apps, technologies and digital experiences. I am the one that friends/family come to for tech advice

In order to qualify for this research, you must be in a quiet place with little to no background noise or interruptions for the duration of the interview. Do you agree to this?

YesNo

In order to qualify for this research, you must not be operating or be seated in a moving mode of transportation, such as a car, train, or airplane. Do you agree to this?

YesNo

Please tell us...

Sometimes we are looking for participants with knowledge of particular occupations and/or industries. Other times, we want to avoid certain industry-knowledge. Do you, or does any member of your household or immediate family, work currently or in the past, in any of the following occupation areas or industries? Select all that may apply.

Web design/development/usabilityITInternet software developmentNews/mediaPublic relationsAdvertisingMarketingFinancial services/bankingHospitality/hotel managementFood/beverageRestaurantsNone of the above

Do you identify as having any of the following which affects your daily functions?

Vision Impairment which is a decrease in the ability to see that causes problems that cannot be fully corrected by usual means such as glasses or contacts (for example, needing/ using a screen reader, using the zoom feature on your computer screen, or being colorblind, etc.) or prevents you from seeing at all.Deaf or Hard of Hearing which is a decrease in the ability to hear (for example needing/ using hearing aids, needing to turn the volume high on your computer, TV, etc.?) or prevents you from hearing at all.Cognitive Impairments that impact your daily mental functions (for example, having Bipolar Disorder, PTSD, Dyslexia, ADHD, Alzheimer’s, or Dementia)Motor Impairments which decrease your mobility or ability to use any body part(s) (for example, needing/ using assistive devices such as a special keyboard/ mouse, a wheelchair, cane, etc.)None of the abovePrefer not to say

When it comes to making financial decisions for your household, which of the following best describes your level of responsibility?

I am the sole decision maker for my householdI am responsible for most, but not all, financial decisions for my household I share the responsibility equally with someone else in my household I am responsible for some of financial decisions, but someone else has majority I do not make any of the financial decisions for my household

For each type of account, please list the number of accounts/cards you hold and which banking institution you use. (ex: 2/Visa, 3/Amex)

Credit Card

Debit Card

Charge Card

Savings Account

Checking Account

Personal Loan

Business Loan

Please rate your impression of the following brands on a scale from 1-10, with 1 being extremely dislike and 10 being extremely like.

Bank of America

American Express

Wells Fargo

Citibank

Chase

Thinking now about your CONSUMER CREDIT CARDS, which, if any, of the following credit cards have you had for at least 3 months?

American Express

The Platinum CardAmerican Express Gold CardDelta SkyMiles Reserve American Express CardCash Magnet CardAmerican Express Green CardBlue Cash Everyday CardBlue Cash Preferred CardAmex EveryDay Credit CardAmex EveryDay Preferred Credit CardDelta SkyMiles Gold American Express CardDelta SkyMiles Platinum American Express CardDelta SkyMiles Blue American Express CardHilton Honors American Express Surpass CardHilton Honors American Express Aspire CardHilton Honors CardMarriott Bonvoy Brilliant American Express CardBlue from American Express

Bank of America

Alaska Airlines Card by Bank of AmericaBank of America Cash RewardsBank of America Premium RewardsBank of America Travel RewardsBank Americard

Chase

Amazon Rewards Visa Card by ChaseChase Freedom FlexChase Freedom UnlimitedChase Sapphire PreferredChase Sapphire Reserve

Are you the primary card holder for your American Express Platinum card, meaning the original card and account is in your name?

YesNo

About how long have you been a member of American Express (think of how long you’ve held your very first Amex card, can be either consumer or business)?

Do you have and use your own login credentials (meaning a username and password) for the American Express mobile app? You will be asked to log into your account and screen share during the research session.

Yes, I use my own login for my personal account The log-in credentials I use are for an account under someone else’s name Not sure No

How often do you access/monitor your American Express card using your smartphone app?

DailySeveral times per week, but not dailyAt least once a weekSeveral times a month, but not weeklyAbout twice a month About once a month Less often than once a monthI do not access my accounts using this resource

This research will require you to log into your Amex mobile app portal during the research. Are you willing to log into your own Amex web portal via mobile app (you can go off screen during log in, so your credentials are not seen)?

YesNo

In detail, please tell me about your most recent experience logging into your American Express mobile app.

▪ What Amex product were you reviewing (card, savings account, loan, etc.)?

▪ What task(s) did you perform (check balance, make a payment, transfer funds, etc.)?

▪ What, if anything, would you like to change about your dashboard?

As part of this study, we would like you to provide a picture of your Amex dashboard. The reason we are asking for this is to ensure that we have the correct information about your card and dashboard.

Are you willing to provide a redacted picture of your Amex credit card dashboard (with your card number/security number blurred out?)

YesNo