Test Digital Banking Before Customers Struggle With It

Account opening forms, mobile banking apps, and loan application flows fail when customers can't navigate them. TheySaid's AI watches users interact with your digital banking interfaces, recording screens and voices to show you exactly where confusion happens and why features don't work.

Why Financial Services Choose AI User Testing

Convert More Applicants with Frictionless Digital Onboarding

Account opening forms and loan applications lose customers to confusing fields and unclear error messages before they ever become clients. TheySaid shows you exactly where applicants hesitate, what stops them from finishing, and which interface changes will move more prospects through to approval.

Keep Customers Engaged with Digital Banking That Actually Works

Customers who can't find features or complete tasks in your mobile banking app will call support, or switch banks. TheySaid lets you test bill pay, transfers, and mobile deposit with real account holders, revealing the friction points that erode trust before they drive customers away.

Retain Top Talent by Giving Teams Work That Matters

Your best people want to build products they can be proud of. TheySaid provides clear, evidence-based feedback from real users that reduces internal guesswork, aligns teams around what customers actually need, and helps everyone focus on the improvements that make a real difference.

Ship Digital Banking Features With Confidence

New interfaces that skip thorough testing create expensive post-launch fixes and compliance risk. TheySaid lets your team validate account flows, loan applications, and banking portals in days rather than weeks, so you can identify and fix usability problems before they reach production.

Test Compliance Flows Before Regulatory Review

Disclosure language, consent checkboxes, and mandatory steps must appear and function exactly as designed. TheySaid validates that required elements display correctly and that users actually engage with them the way compliance teams expect, reducing regulatory risk before launch.

See Where Your Banking Interface Breaks Down

Form fields that don't validate, unclear error messages, and confusing navigation cost you account signups. Watch users interact with your digital banking interface and identify exactly what needs fixing.

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How Financial Services Teams Use AI User Testing

Account Opening Optimization

Watch prospects complete your digital account opening process. AI identifies which identity verification steps feel invasive, where disclosure language confuses applicants, and what missing information prevents them from finishing applications.

Loan Application Flow Testing

See where borrowers abandon mortgage, auto, or personal loan applications. AI reveals whether income verification is unclear, if required documents aren't obvious, or whether rate calculators match customer expectations.

Mobile Banking Usability Validation

Test critical mobile banking features with actual account holders. AI captures frustration with transfer limits, confusion about available balance versus current balance, or difficulty finding specific account details.

Investment Platform Experience Testing

Understand how customers evaluate trading platforms, robo-advisors, or retirement planning tools. AI shows whether portfolio visualizations make sense, if risk disclosures are clear, and where educational content would help decision-making.

Customer Service Portal Testing

Validate self-service experiences before customers call support. AI records sessions where users try to update contact information, report fraud, or dispute transactions to reveal where portals fail and phone calls begin.

Why Us?

What Makes TheySaid Different

Software moves fast. User expectations change faster. Traditional surveys take weeks to design, deploy, and analyze—by then your users have already churned or your competitors have shipped. Our tech survey platform gives you user insights at development speed, not research speed.

Most feedback tools treat software like any other product, missing the iterative nature of development cycles, rapid release schedules, and technical user bases. TheySaid speaks developer language and delivers insights that fit agile workflows, sprint planning, and continuous deployment practices.

User feedback drives product direction, feature prioritization, and market positioning decisions that make or break software success. Our AI uncovers the technical preferences, workflow requirements, and competitive factors that determine whether users adopt, abandon, or advocate for your software.

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See what customers say about our AI user testing platform

Alex Farmer
"Implementing TheySaid has led to a 5-10% increase in qualified leads from our existing customers in just a few months while reducing churn. The results speak for themselves."
Alex Farmer
Chief Revenue Officer @ Nezasa
Maggie C.
"TheySaid's AI Surveys helped us step up our insight gathering game. It's smarter and more engaging for customers."
Maggie C.
VP, Product Design @ ClickUp
Brook P.
"How did TheySaid AI come up with such great question recommendations? These are questions that our teams really want to know and discussed internally a lot. I am impressed!"
Brook P.
VP, Marketing @ DX
Srikrishnan Ganesan
"Integrating TheySaid has been a game-changer. We've seen a 5-10% decrease in customer churn with an increase in upsell opportunities since its implementation."
Srikrishnan Ganesan
Co-Founder & CEO @ Rocketlane
Danny L.
"Really easy to use and I think this might be one of the best ways to engage with your customers! Platform will really boost your customer engagement."
Danny L.
Co-Founder

FAQ's

Can we test banking applications in staging environments?
Yes. Paste staging URLs or upload Figma prototypes to test account opening flows, loan applications, and banking features without any actual customer information or live transactions. Test interfaces before they go to production.
How do we test mobile banking apps vs. mobile web?
TheySaid tests mobile web banking experiences accessed through browsers on phones. Users interact with your mobile banking site while AI records their screen and asks about confusing elements, broken layouts, or hard-to-tap buttons.
Can we watch users test specific features like bill pay or mobile deposit?
Absolutely. Create test scenarios that guide users through specific banking tasks. AI records how they navigate to features, whether workflows make sense, and where interface design causes them to get stuck or confused.
How quickly can we validate a new banking interface before launch?
Most teams get initial insights within 48 hours. AI analyzes test sessions as they complete, so you can identify major usability issues quickly and fix interface problems before rolling out to production.
Can we test with actual account holders who know banking terminology?
Yes. Share test links with your customer base, or recruit from panels with financial services experience. Test with people who understand banking concepts to validate whether your interface makes tasks easy or unnecessarily complex.
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