Small Business UX/CX Studies

We're looking for participants for two Small Business Studies.

We are interested in what real customers see—features, offers, and how information is presented on their account, as well as the customer experience during the application process.

There are 2 possible assignments: 

💰 $150 | Account servicing session (account review, no applications).

• You'll join a brief, online call with a researcher, share your screen, and walk through the layout, features, and available offers in your existing account while they record the session. Share follow-up communications from the bank for 7 days. 

⭐⭐⭐ $750 for Brex or RAMP account servicing (If you have either of these, please email curinos.scheduling@curinos.com after completing this survey).

💰 Up to $300 | Taking out a new small business account

• You'll join an online call with a researcher, share your screen, and complete the assigned application journey while they record the session. You will also share follow-up communications from the lender for 7 days. 

Participants whose applications are denied will receive a $50 incentive after completing a brief survey. You can review incentive details here.

The financial institutions are listed here.

You will need a computer and iPhone. It typically takes 30-45 minutes. 

If you falsely claim eligibility, you will not receive payment for the session, and it may affect your ability to participate in future studies.

Eligibility requires:
 

• You must be a new customer and reside in the state listed, unless otherwise specified (please check here).

  • Must live within 50 miles of a branch.

• A desktop or laptop AND an iPhone. 

• No delinquencies, default accounts, or IRS withholdings.  

• Prepared to fund the account if required (0-$100, depending on the bank).

  • If funding is required, routing/account number of another bank or login credentials to do with Plaid.

• Have an EIN or SSN.

• Have a driver's license. 

• Share Articles of Organization

• Be prepared to upload bank statements, ID images, pay stubs, and any other documents the bank requires. 

During the study, you will: 

• Install the Teams Mobile App and Banking App on your smartphone. 

• Join a meeting with a researcher using the requested device.   

• Share your screen and open the account while our researcher records screens.   

  • Do not complete any steps on your own without the researcher recording.  

• Once approved, if not during the initial shop, we will meet again to capture the 1st-time login. 

• Meet with the researcher to activate the card.

• Attend follow-up calls if needed. 

• Share all bank communications with the researcher for two weeks after opening the account.  

More details, eligibility requirements, and how to apply here: https://tinyurl.com/Sm-biz-MSPA  

Please remember that you will need to sign up in Sassie to receive your incentive.