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CASE STUDY  ·  11/11·FINANCIAL SERVICES
Case Study — A Managed Participant Panel for Hard-to-Reach Commercial Banking Profiles

A Global Commercial Bank

A Naviscent-managed participant panel that solved chronic recruiting for very hard-to-reach commercial-banking profiles, refreshed quarterly so multiple research teams could move without recruiting delays.

A Global Commercial Bank — A Managed Participant Panel for Hard-to-Reach Commercial Banking Profiles
FINANCIAL SERVICESUX RESEARCH
Research Operations & Panel Management11
Client
A Global Commercial Bank
Industry
Financial Services
Practice
UX Research
01  ·  THE CLIENT CHALLENGE

What we walked into.

A global commercial bank needed a dependable supply of very hard-to-reach participant profiles for ongoing research run by multiple teams — most of it in New York City, some remote. Recruiting these profiles study-by-study was slow and unreliable.

02  ·  THE NAVISCENT ENGAGEMENT

How we worked.

Team
Project Manager, Account Manager, and a dedicated participant recruiting team
Location
New York, NY
Services Delivered
  • Participant Recruiting
  • Panel Build & Management
  • Hard-to-reach Profiles
  • Quarterly Panel Refresh
  • Research Operations

Naviscent paired tactical recruiting for upcoming studies with long-term forecasting and a Naviscent-managed participant panel, refreshed quarterly. A Project Manager, Account Manager, and a dedicated recruiting team kept the panel healthy and ahead of demand.

03  ·  THE CLIENT SUCCESS

What we delivered.

Participants were reliably recruited for ongoing projects, recruiting stopped being a bottleneck, and — freed from logistics — the bank's product teams began engaging far more directly with researchers.

A managed, quarterly-refreshed panel meant recruiting stopped being the thing that slowed research down.

A GLOBAL COMMERCIAL BANK
EXPERIENCE REVOLUTION™

Why teams call Naviscent.

Naviscent is a leading customer-centered design & user experience research consultancy headquartered in Silicon Valley, with presence in New York City, Chicago, and Orlando. Naviscent works globally with Fortune 1000 companies, software & technology companies, and Internet retailers. Through experimental, iterative user experience research, design & development, we deliver results that are proven to delight your customers.

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