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.
close

Email a Friend

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. 

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. 


This content is available exclusively to Tearsheet Outlier members.

Tearsheet Outlier information and signup Missing out? Subscribe today and you’ll receive unlimited access to all Tearsheet content, original research, exclusive webinars and events, member-only newsletters from Tearsheet editors and reporters and much more. Join Outlier now — only $49/mo. Already an Outlier member? Sign in to your account

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

Member Exclusive, New banks

Banking Briefing — January 17, 2022

  • Overdraft fees have been under a lot of scrutiny recently, and more banks want to show they're above this revenue source.
  • But can banks really get away with getting rid of these unpopular fees while still staying afloat?
Rivka Abramson | January 17, 2022
Member Exclusive, Payments

Payments Briefing: Behind Papaya’s bill payment technology

  • This week, we take a look at how Papaya uses AI to simplify bill payments for consumers and merchants.
  • We also explore PayPal’s entry into the stablecoin race, and how payments are increasingly becoming “invisible”.
Ismail Umar | January 13, 2022
Member Exclusive, Online Lenders

Lending Briefing: GM, Marcus by Goldman Sachs and in-car shopping

  • In this week's Lending Briefing, GM and Marcus by Goldman Sachs launch a new partnership, products.
  • The tie-up provides some insight into new rewards programs as well as in-car commerce.
Iulia Ciutina | January 12, 2022
Blockchain and Crypto, Member Exclusive

Bankchain Briefing: 2021 – a historic year for crypto

  • Tearsheet’s bi-weekly Bankchain Briefing gives you a bird’s eye view of all that’s happening in the world of DeFi and crypto.
  • This week, we take you through some of our most important and impactful crypto stories over the past year.
Ismail Umar | January 11, 2022
Member Exclusive, New banks

Banking Briefing: Sinking public neobanks

  • The market hasn't been kind to newly-minted public neobanks.
  • Firms like Dave are experiencing a sinking share price as investors say 'meh' on their prospects and valuations.
Zachary Miller | January 10, 2022
More Articles