Finance Experts: Real Files as Evidence

We are conducting a research study with finance professionals and experienced financial advisors. The goal is to collect real-world financial advisory scenarios — including tax planning, investment decisions, insurance analysis, retirement planning, and debt management situations that require professional judgment.

The research objective is to help AI understand real financial situations, including regulatory constraints, risk assessment, tax implications, and the multi-step reasoning that distinguishes expert financial advice from generic suggestions.

📁 File upload is required — This survey exclusively accepts scenarios accompanied by real files (documents, spreadsheets, images, reports, etc.) that support the situation described. Submissions without valid files will be rejected.

👤 Who can participate

-> Financial consultants

-> Financial planners

-> Investment advisors

-> Financial analysts

-> Bank managers

✅ Validation Process

Automatically rejected: Generic responses, use of AI, inconsistent financial details, scenarios that don't require tool use, or submissions that lack domain-specific constraints.

The use of AI is not permitted. Generic or superficial responses will be rejected. Your story must reflect real financial expertise — the kind of situation where professional judgment makes the difference between a good and a dangerous outcome.

Required for success: tool use in your submission's case resolution (financial calculators, tax databases, market data, document analysis, scheduling tools, or similar).

Approval criteria: Coherent fields and story, real domain-specific financial detail, at least 3–4 concrete constraints, and a clear scenario where tools add value to the advisor's work.

⏱️ Expected time: ~40 minutes per submission.

🔢 Maximum number of responses: Up to 5 valid and varied submissions per participant. Each submission must describe a different case. Submit promptly — slots fill quickly.

Remember: The use of AI is not permitted.

• You will be engaged as an independent contractor.
• This is a fully remote opportunity that can be completed on your own schedule.
• Opportunities can be extended, shortened, or concluded early depending on needs and performance.
• Your participation will not involve access to confidential or proprietary information from any employer, client, or institution.
• Payments are processed weekly based on services rendered.
• We are unable to support H1-B or STEM OPT candidates at this time.