Our Survey Services

Subscription products and custom fielding for US financial institutions, fintechs, and research teams.

Each product includes standardized questionnaires, national weighting, trend files, executive summaries, and interactive dashboards. Custom modules can be appended for proprietary metrics. All deliverables are designed for teams without in-house survey operations.

Consumer Credit Pulse Survey

Consumer Credit Pulse Survey

Monthly wave tracking balances, utilization, delinquency expectations, and planned borrowing across credit products.

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Household Financial Wellness Index

Household Financial Wellness Index

Quarterly composite index of savings, debt stress, emergency funds, and confidence with demographic cuts.

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SMB Lending Sentiment Study

SMB Lending Sentiment Study

Quarterly study of small business credit demand, approval experiences, and rate sensitivity by sector.

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Digital Banking Adoption Tracker

Digital Banking Adoption Tracker

Bi-monthly tracker of mobile banking, neobank switching, and feature usage across age and income groups.

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Payment Behavior Panel

Payment Behavior & Card Usage Panel

Spending allocation, rewards loyalty, contactless share, and P2P adoption with retailer category splits.

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Investor Confidence Outlook

Investor Confidence & Market Outlook

Monthly retail investor sentiment, allocation shifts, and macro expectations tied to portfolio changes.

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Custom Research

Need a one-time ad hoc study or a white-label tracker for your brand? Our researchers design samples, draft instruments, and field multi-mode studies with the same QA stack as our subscription products. Engagements typically range from 2,000 to 15,000 completes with optional booster samples for hard-to-reach segments.

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Contact us for a capability matrix and sample deliverables package.

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