A financial data and analytics provider needed direct access to current and former portfolio managers in asset management to validate product assumptions before a significant development commitment.

What we did

We sourced senior portfolio managers with current or recent experience in the target segment and investor type, applying rigorous screening to ensure participants could speak to the specific product questions under development. The engagement was handled discreetly given the seniority and professional sensitivity of the audience.

What it enabled

The product team was able to conduct structured research interviews with precisely the right people, avoiding the dilution of insight that comes from panel recruitment. The findings gave the team confidence in where to develop and where to pull back before committing significant resource.