Overall, we had such a great time with them. All of them showed up early and were very open and interested. They stayed with us for the full 4 hours, covering competitor sites, in-store walk throughs and gave a lot of feedback on product. They were able to articulate the ‘why’ behind most of their feedback which is so helpful when we can’t get this in the office!
IDIs: wealth management services, UK, Canada

The client brief
FieldworkHub was tasked with finding female respondents aged 50-70 years with at least $250,000 or equivalent in investable assets who were either currently using, or considering using, a financial advisor or money manager. Respondents were also required to have sole or joint financial decision making responsibility for their households.
Participation in the study was in the form of 60-minute virtual IDIs via our internal Zoom platform.
FieldworkHub delivers
Using a combination of free-find recruitment and our in-house panel, we successfully engaged 6 women in Canada and the UK to take part in the study.
We ensured all respondents were screened in both virtually and over the phone, to ensure quality control, and explained the aim of the study to them. We generated meeting links for the sessions, sent them out to respondents and followed up with reminders to ensure that sessions would start promptly. We also delivered English transcripts within 2 days after completion of each session.
FieldworkHub made our participant recruitment process effortless. They supported us from start to finish, offering expert guidance, clear communication and detailed updates at every stage. Their professionalism and attention to detail ensured we had the right participants for our one-to-one interviews and survey. We wouldn’t hesitate to work with them again.

