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Product adoption
Explore usage, trust and reported switching barriers.
Trust and financial choices
Understand financial experiences through relevant audience definitions.
Plan banking, payments, insurance and fintech studies around product experience and the responsibility behind each decision.
Start with the decision
Research that helps answer a specific question.
Choose the questions that matter to the business, then agree an approach and an audience that can answer them.
Service experience
Understand onboarding, support and claims-related feedback.
Business choices
Study payment and finance responsibilities in organisations.
Study approaches to discuss
- Banking and fintech behaviour
- Insurance customer experience
- Payment and wallet adoption
- Financial service communication feedback
Define who can answer
The right experience matters more than a broad label.
These are audience examples for planning. Availability, source permissions and eligibility are reviewed for the actual study.
Product users
Define relevant banking, payment or insurance experience.
Considerers and switchers
Specify consideration stage and recent decision history.
Business finance roles
Identify responsibility for financial products and payments.
Eligibility & quality
Make the qualification method explicit.
Agree what is self-reported, what the screener will check, and which requirements need additional evidence. Technical risk signals support the configured review process.
Product relevance
Agree which holdings, behaviours and experience periods qualify.
Decision involvement
Distinguish personal use from household or business responsibility.
Proportionate evidence
Scope any verification without unnecessary sensitive records.
Product holding is self-reported unless another method is agreed. Do not share account numbers, credentials or financial records in public enquiries.
Read our survey quality approachAgree the handover
Know what your team will receive.
The proposal defines the work, responsibilities and delivery formats. Sample supply, programming, managed fieldwork and analysis can be scoped separately.
Outputs to include in the proposal
- Agreed audience and screening plan
- Specified segment and experience comparisons
- Fieldwork and quality summaries
- Agreed response or reporting files
Progress with context
Agree a reporting cadence for qualification, quota movement, source performance, quality reviews and unresolved outcomes.
At close, reconcile accepted completes, documented exclusions and pending client decisions against the agreed rules.
Explore managed fieldworkIllustrative study plan
How this could work in practice.
A planning example, rather than a completed client project or a delivery commitment.
- The question
- Explore barriers to using digital payment services.
- The audience
- Relevant users and considerers in agreed markets.
- The approach
- Separate usage groups and agree experience-based screening.
- The handover
- Deliver specified comparisons with screening and review notes.
Resolve before launch
A stronger brief makes the next conversation useful.
- Which products and experiences count?
- Who holds the decision responsibility?
- What recall period is meaningful?
- Is additional verification necessary?
Separate essentials from flexibility.
Use the Audience Fit Planner to record mandatory criteria, possible alternatives and exclusions. Download a draft with open questions for the feasibility discussion.