Challenge

A leading international financial services institution sought to modernize its quantitative research approach to support growing demand for customer insights across general, savings and investment audiences.
The organization required:

• High-volume research execution (~ 20,000 completes annually)
• Faster turnaround times to support local & global UX and market research needs
• Greater autonomy and flexibility for internal teams

However, its existing agency-supported model created challenges:

• Slow project turnaround times
• High costs per study
• Limited visibility and control over research execution

To address this, the client explored a range of self-serve research platforms, looking for a solution that could empower internal teams while maintaining the scale and rigor required for enterprise research.

Solution

After evaluating several leading self-serve research platforms, the institution selected Dynata+ as its preferred quantitative research solution.

Key differentiators included:

• User-friendly, intuitive platform
  Dynata+ stood out among evaluated self-serve tools for its ease of use and accessibility, enabling research teams to get up and running quickly
• Self-serve speed with enterprise-scale capability
  Dynata+ enabled the client to independently launch and manage large studies, addressing a key gap identified in other platforms, which tended to focus on smaller or more experimental use cases
• Seamless onboarding experience
  Teams were able to quickly adopt the platform, with responsive support available as needed
• Platform that evolves with customer needs
  Ongoing engagement ensured the solution continued to meet the client’s requirements, reinforcing confidence in long-term scalability

Impact

Following implementation, the client selected Dynata+ as its primary partner for opinion and preference-based quantitative research.

Results include:

• Improved speed to insights through self-serve research execution
• Reduced reliance on agency workflows, increasing efficiency and internal ownership
• High satisfaction among research stakeholders, driven by platform usability and support
• Confidence in a scalable solution capable of supporting high-volume ad hoc studies
• Established foundation for expansion into additional international markets