The Challenge

A global financial technology company wanted to dive deep into the minds of decision-makers across regions to understand:

1. How do enterprises perceive financial services tech providers?

2. What criteria do they use to evaluate and select the right partner?

Given the complex B2B audience and need for detailed responses, the global study required high engagement and strategic execution across diverse geographies.

Markets Covered

India, Middle East, Southeast Asia, Africa, Australia, Asia, Europe

The Solution

We deployed a CATI (Computer-Assisted Telephone Interviewing) to Web approach—connecting with 1,000 key decision-makers across markets via phone and guiding them through a 45-minute survey that included visual stimuli on-screen.

Our process

• Initial contact via phone, scheduling interviews at a time convenient to the respondent

• Survey questions displayed during interviews for visual feedback and precise response

• Multilingual, regionally adapted outreach to ensure engagement across continents

The Impact

The study delivered deep insights on:

• Perception of tech providers in financial services

• Critical evaluation criteria—security, scalability, support, innovation

• Regional insights in partner selection strategies

• Gaps between expectations and delivery

These findings are now empowering the client to strengthen positioning, refine messaging, and better align their offerings with market-specific expectations.

Looking to better understand how decision-makers choose their FinTech partners? Contact us for expert solutions tailored to your market strategy and tech positioning.