Exploring Expertise in Financial Services SaaS

Objective

A research client on behalf of a management consulting firm seeks to speak with professionals who have expertise in the following: 

  • The development of financial services SaaS products
  • Standard PMO processes
  • Internal and external reporting processes
  • Identification of potential risks and issues
  • Knowledge of compliance with regulatory requirements

Approach

Liquid Sample engaged with forty-five financial services experts at leading financial companies leveraging our first-party database and expertise in custom audience recruitment. Seventy-five-minute in-depth interviews were conducted with senior financial experts and KOLs.

Results

The results from the expert interviews helped the client in gaining comprehensive insights that enabled a deeper understanding of the financial services SaaS landscape. The insights across the following were discovered from the expert interviews.

  • Financial services SaaS product development landscape
  • The PMO processes for SaaS product development
  • Risk mitigation strategies
  • Marketing strategies
  • Regulatory policies, technology barriers, and compliance norms. 

The client was able to make informed marketing and development decisions for their Saas product. 

About Liquid Sample

Liquid Sample is the premier qualitative research and expert interviewing firm, founded in 2010. We leverage AI-led precise database matching and strategic custom recruiting to help our clients onboard the best-fit B2B respondents. Our services include senior executive interviewing, expert network interviewing, and stakeholder research using quantitative, qualitative, and mixed-mode methods.

Our unwavering commitment to providing high-quality insights powered by accurate data has enabled us to respond to our client’s most critical business needs. With over 13 years of experience, Liquid Sample has consistently delivered exceptional results and provided reliable and actionable insights to give you a competitive edge in the market.

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