Interview potential customers to understand what competitors in the personal finance app market are doing well and where they fall short of customer expectations.
[{"question":"Which of the following personal finance apps have you used in the past 12 months?","options":["YNAB","Mint","PocketGuard","None of these"]}, {"question":"How frequently do you use personal finance or budgeting apps?","options":["Daily","Weekly","Monthly","Rarely"]}, {"question":"Do you currently have an active subscription with any personal finance service?","options":["Yes","No"]}, {"question":"Have you ever switched from one personal finance app to another?","options":["Yes","No"]}, {"question":"What primary financial goals do you aim to achieve using a personal finance app?","options":["Budgeting","Savings","Debt reduction","Spending analysis"]}]
[{"question":"Can you share your overall experience with the personal finance apps you have used?"}, {"question":"What features or aspects of the app do you find most beneficial?","type":"open"}, {"question":"Are there any features you wish were included or handled differently in the apps you use?","type":"open"}, {"question":"What has been your biggest frustration or pain point while using these apps?","type":"open"}, {"question":"Have you ever considered switching to a different personal finance app? If so, why?"}, {"question":"How satisfied are you with the customer support offered by the apps you've used?","options":["Very satisfied","Satisfied","Neutral","Dissatisfied","Very dissatisfied"]}, {"question":"In what ways do these apps help you align your financial planning with your personal priorities (e.g., healthcare, education)?"}, {"question":"Can you describe a specific instance where the app significantly helped you in managing your finances?"}, {"question":"How important is personalized financial advice in your decision to use a particular app?","options":["Very important","Important","Somewhat important","Not important"]}, {"question":"What do you believe sets the app you use apart from others, if anything?","type":"open"}, {"question":"How do you typically interact with the educational content provided by these apps, if at all?"}, {"question":"On a scale from 1 to 10, how likely are you to recommend the app(s) you've used to a friend or family member? Why?"}, {"question":"What would motivate you to continue using (or stop using) a specific personal finance app?","type":"open"}, {"question":"Have you encountered any security or privacy concerns while using these apps? How were they addressed?"}, {"question":"If you could change one thing about your current personal finance app, what would it be?"}]
Thank you for taking the time to speak with us today. We're conducting research to better understand how current personal finance tools meet your needs and where there might be opportunities for improvement. Your feedback will be invaluable in helping us enhance our services to better serve customers like you.
Life Hacks CompRes Interviews
Interview
Draft
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