Finance Everywhere, Member Exclusive

Are you a Confident Money Manager or a Laid-back Balancer? Marcus by Goldman Sachs launches a financial personality quiz

  • The Myers-Briggs Company and Marcus by Goldman Sachs partnered to create the Financial Personality Quiz.
  • The quiz determines four main financial personality types that signify potential strengths and weaknesses for long term financial planning.
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Are you a Confident Money Manager or a Laid-back Balancer? Marcus by Goldman Sachs launches a financial personality quiz

Goldman Sachs’ retail banking platform Marcus recently partnered with the Myers-Briggs Company as part of its financial empowerment initiatives to help consumers make better financial decisions. The partnership created a Financial Personality Quiz to help people uncover their financial management habits and behaviors to pursue sound financial decisions. 

“Through this collaboration, we’re able to combine our insights, the Myers-Briggs team on human psychology and personality preferences, and Marcus’ expertise on the financial side, to raise awareness and help more individuals design an approach that works for them,” said Jennifer Overbo, the vice president of global brand and marketing at the Myers-Briggs Company. 

Goldman Sachs’ retail banking platform Marcus recently partnered with the Myers-Briggs Company as part of its financial empowerment initiatives to help consumers make better financial decisions. The partnership created a Financial Personality Quiz to help people uncover their financial management habits and behaviors to pursue sound financial decisions. 

“Through this collaboration, we’re able to combine our insights, the Myers-Briggs team on human psychology and personality preferences, and Marcus’ expertise on the financial side, to raise awareness and help more individuals design an approach that works for them,” said Jennifer Overbo, the vice president of global brand and marketing at the Myers-Briggs Company. 

The Myers-Briggs Company is one of the largest business psychology providers in the world and is known for pioneering the MBTI, a widely used personality assessment tool. The partnership extends Marcus’ consumer focused imperative of helping customers take greater control of their finances. 

Marcus Insights which was launched last year, is a personal finance management tool that allows customers to track their financial accounts in addition to monitoring their spending data highlights. 


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