| Characteristic | Understanding financial products | Getting investment advice | Comparing bank services/providers | Resolving questions about fees | Resolving questions about fraud |
|---|---|---|---|---|---|
| - | - | - | - | - | - |
| - | - | - | - | - | - |
| - | - | - | - | - | - |
| - | - | - | - | - | - |
| - | - | - | - | - | - |
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Source
In cooperation with
McKinsey & Company
Release date
October 2025
Region
Worldwide
Survey time period
May 2025
Number of respondents
6,904 respondents
Supplementary notes
The source notes that the Silent Generation was excluded from the survey due to insufficient sample size. Responses to this question were limited to participants who had previously indicated using GenAI for financial tasks - 23 percent of the total sample of 30,021 respondents, or roughly 6,904 individuals.
The surveyed countries include: Brazil, Canada, Germany, India, Netherlands, Spain, and the United States.Â
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