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Online interviews, wealth management services

Wealth management concept - people adding coins to a growing series of stacks with a gold piggybank in the background

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.

Number of profiles - 12
Research Countries - 
Research Audience - 
Research Industry Focus - 

Research methodology

These are the methodologies FieldworkHub used during this research process to help our client achieve their desired results.

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.

We used FieldworkHub recently and now they’re our recruiter of choice. The briefing process is very simple and they’re very easy to deal with. Best of all is the ease and transparency of being able to check the recruits and their profiles so you have a good insight into each person.


Managing DirectorSilk Road Marketing


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Looking to understand how FieldworkHub can help you achieve your market research goals? Our team can advise you on the best approach and  help scope the perfect market research solution to meet your specific research needs.  
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