Challenge

A large global enterprise financial services provider already relies on Dynata Managed Services for its sample needs, drawing on that expertise for complex, strategic studies. But not every study needs a full-service engagement.

The firm’s internal teams also had a steady flow of faster, ad hoc studies — quick reads on consumers, products, and markets — that called for speed and hands-on control rather than full study management.

The organization wanted to:

• Keep the depth and rigor of managed services for strategic research
• Add a faster, self-directed option for lighter-weight, ad hoc studies
• Let internal teams field those quick studies themselves, on their own timeline

Solution

Rather than choosing between full-service and self-serve, the firm paired Dynata+ with its existing managed-services work — creating a complementary, two-track research model.

How it works:

• Managed services for strategic studies: The firm continues to rely on Dynata’s research expertise for sophisticated, high-stakes projects that benefit from full study management.
• Dynata+ for ad hoc research: Internal teams use the self-serve platform to design and field quicker studies independently, without routing every question through a managed engagement.
• One trusted partner, two models: Working with Dynata across both approaches gives the firm consistency in sample and support while matching each study to the right level of service.
• Immediate usability: Once teams saw they could run ad hoc studies themselves, they moved fast — with responsive support as they got started

Impact

In its first 30 days on Dynata+, the firm put the two?track model into practice — fielding more than six ad hoc studies across US audiences while continuing its strategic managed-services work.

Early adoption signs include:

• Rapid adoption — six+ self-serve studies fielded in the first month
• A complementary research model in action: managed services for strategic work, Dynata+ for ad hoc studies
• Greater speed and autonomy for internal teams on lighter-weight questions
• Consistent sample and partnership across both service models
• A strong foundation to expand self-serve usage alongside existing managed work