Case Study · Finance & FinTech
Finance Leaders & Budget-Holder Study
12 markets · CFOs & budget owners
Markets
12
Method
Quant + IDI
Audience
CFOs & budget holders
Focus
FinTech adoption
Project overview
At a glance
Distinguished users, recommenders and budget approvers for a fintech company launching a new B2B financial solution and evaluating how companies adopt financial technology.
- Audience
- CFOs, finance directors, financial controllers, heads of finance, treasury managers, FP&A leaders, business owners, budget holders and finance managers.
- Markets
- USA · Canada · UK · Germany · France · Switzerland · UAE · Saudi Arabia · Singapore · Australia · India · Brazil
- Methodology
- Online quantitative research, executive IDIs, concept testing, pricing research and message testing.
The brief
Understand how companies evaluate financial technology and allocate budgets ahead of a new B2B financial-solution launch.
Research focus
What the study explored
- FinTech adoption
- Budget allocation
- Purchase criteria
- ROI expectations
- Pricing
- Implementation barriers
- Security
- Integration
- Vendor trust
- Switching intentions
How Yamada delivered
Delivered as one coordinated sequence
- 01Multi-market feasibility
- 02Screening across users, recommenders and approvers
- 03Finance-leader recruitment
- 04Budget-authority validation
- 05Fieldwork coordination
- 06Quality control before delivery
Quality controls
Quality controls applied on this project
Only the checks this engagement required — selected by audience, methodology and risk profile.
- 01Separation of users vs budget approvers
- 02Financial-authority screening
- 03Role validation
- 04Centralised QC
Outcome
What the research delivered
The findings helped the client refine product positioning, pricing, ROI messaging, sales materials and target segments.
Keep exploring
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Project examples are representative engagements. Client identities and commercially sensitive details are withheld where required.
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