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"Navigating the 'Black Box': How We Trust Financial AI"
A 2-minute survey on how you make financial decisions and whether you trust AI to help.
Tell a bit more about yourself:
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Section 1: Current Behaviour & Frustrations
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1. When making financial decisions (for your business or your personal finances), what is your biggest challenge or frustration?
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2. How do you currently verify if a financial plan or recommendation is based on solid reasoning, rather than just optimistic numbers?
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3. How often do you use AI tools (like Chat GPT, Claude, etc.) to assist with financial planning, learning, or analysis?
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3. How often do you use AI tools (like Chat GPT, Claude, etc.) to assist with financial planning, learning, or analysis?
A
Frequently
B
Occasionally
C
Rarely
D
Never
4. When an AI tool gives you a financial projection or advice, what makes you doubt its accuracy?
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Section 2: Trust & The "Black Box" Problem
5. How confident are you that you could explain the underlying assumptions behind the financial models or AI answers you use?
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5. How confident are you that you could explain the underlying assumptions behind the financial models or AI answers you use?
A
Very confident
B
Somewhat confident
C
Neutral
D
Not very confident
E
Not at all confident
Already half-way 🎉 50% of the survey completed!
6. How important is it for you to see the step-by-step reasoning behind a financial answer, rather than just the final number?
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6. How important is it for you to see the step-by-step reasoning behind a financial answer, rather than just the final number?
A
Crucial
B
Very important
C
Somewhat important
D
Not important
Section 3: Willingness to Use (Testing SimCore's Concept)
7. If you had access to a tool that explicitly revealed and audited the reasoning behind financial scenarios (both business and personal), how useful would that be?
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7. If you had access to a tool that explicitly revealed and audited the reasoning behind financial scenarios (both business and personal), how useful would that be?
A
Extremely useful
B
Somewhat useful
C
Neutral
D
Not very useful
E
Not useful at all
8. Would a tool that actively stress-tests and challenges financial assumptions (to see if they break under pressure) make you more confident in your decisions?
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8. Would a tool that actively stress-tests and challenges financial assumptions (to see if they break under pressure) make you more confident in your decisions?
A
Yes, definitely
B
Yes, somewhat
C
Unsure
D
Probably not
9. How likely would you be to try a platform that grades AI financial advice on a "Trust & Transparency" scale before you use it?
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9. How likely would you be to try a platform that grades AI financial advice on a "Trust & Transparency" scale before you use it?
A
Very likely
B
Likely
C
Neutral
D
Unlikely
E
Very unlikely
10. If this tool proved reliable and easy to use, would you be willing to integrate it into your regular business or personal financial routine?
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10. If this tool proved reliable and easy to use, would you be willing to integrate it into your regular business or personal financial routine?
A
Yes, definitely
B
Yes, once or twice
C
No, but I would consider
D
No, I wouldn’t use
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