When it comes to money, we know everyone behaves differently. We’ve developed a money personality test, that’s been scientifically validated to give you more insight into your relationship with money.
Thanks, @remko_vermeulen! We're excited to share with people a new way of understanding their money! Yes, we have a UK mobile app that's currently in closed beta (you can join here: https://servdes.typeform.com/to/...) or drop your email in the website to get notified when its available for everyone!
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this was SO FUN! 1) great interface 2) amazing graphics 3) no bugs 4) the results were spot on for me (I got optimizer). One thing I wonder is if you could publish the stats on how common/rare each type is?
Brilliant! Thanks for the lovely feedback @nomdeplume818. I'm an optimizer as well. We have enough data to publish that at this point and can prob make it even part of the result (eg optimizers make. up 20% of the population). Good idea :)
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enjoyed taking the test - Interesting to actually see how well the results matched with what I consider my money personality. Congratulations on the launch and good luck
The personality assessment does a great job at describing my archetype. Felt very accurate. Definitely curious how this app will help save & spend. It's a fresh take on the PFM space to align cashflow w/ personality!
Glad to hear @bjorn_wanbo! Get on the early access list on our website, app will become available later this summer!
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Loved the idea of finding a money personality. The UI is nice and clean loved it. But I was kinda hoping for more.
I took the quiz and got the result that I am an optimizer and it gave me a description of my personality was Optimizer. Assuming that you nailed my personality the description still doesn't really match me completely. I think there are two reasons behind it
1. People can have different amounts of knowledge about personal finance. While some might be actively investing in ETFs some people might not even have a DEMAT account (spectrum grows larger as you move out of developed nations)
2. People are in different stages of life. I could be a 17 yr old High School Kid going to go to college for the first time, I could be starting my first job or second job or I could be a father of two who will probably retire in a decade or so.
This is where I think a huge opportunity lies. If you can help people with different stages and knowledge to do better in terms of personal finance with your products it could be a game changers cause people will be more open to your advice when you have just shown them from the test that you understand them better. If my thinking doesn't align with your vision please feel free to discard anything you have read :)
Good luck ! I am not in UK and would be really excited to check out the Beta if/when you go global :)
Hey @naimil_shah - thank you for the thoughtful response. I guess the "more" is coming via the app experience once it ties into your actual finances as well. The study we did that informed the personality test was a "representative sample" so it cut across age groups although the personas have a bit of an age bias - especially if looked at solely as descriptions. I think your feedback is super valid and we're looking at ways to capture the information that can in turn allow us to personalize the experience even better. At the moment the target audience is a younger demographic who is managing their money for the first time, but once we build on our model and insights we can expand to general adult population and your ideas around life stages become very valid there. Anycase, i also hope the app can reach you at some point as well! Where are you based?
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@nikosmela All of this makes complete sense. I guess its better to get it right with one demographic first and then scale up to others.
I am based out of India
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The personal assessment was very accurate! Looking forward to see where your team takes this! Very exciting 🤗
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