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RETHINKING MARKET RESEARCH
3 SURVEYS UNDER $5K, 2 DAYS
ValidateIT is redefining the market
research landscape with its level of
insight and low cost.
- Caroline Dabu
Head of Enterprise Wealth Planning, BMO
CASE #1
MEASURING ETHNIC MARKET OPPORTUNITY
CLIENT:
GLOBAL LEADER IN DEBIT CARD SERVICES
A global leader in debit card services, was
looking to increase usage of its foreign wire
transfers.
It wanted to evaluate which ethnic minority
populations represented the best potential for
product growth. This population had been
challenging for them to reach.
SITUATION
VALIDATING ETHNIC MARKET OPPORTUNITY | DURATION: 24 HOURS
• Which ethnic communities to target
• Other marketing insights that could be used to
inform upcoming campaigns
INSIGHT NEEDED
INFORMING CONTENT MARKETING | DURATION: 30 HOURSVALIDATING ETHNIC MARKET OPPORTUNITY | DURATION: 24 HOURS
• 400 respondents
• 4 age groups
• 4 ethnic groups:
South Asian, Chinese,
Eastern European, Korean
AUDIENCE PANEL TIME IN
FIELD
18 hours
INFORMING CONTENT MARKETING | DURATION: 30 HOURSVALIDATING ETHNIC MARKET OPPORTUNITY | DURATION: 24 HOURS
• The client wanted the raw data
from the survey for their team to
analyze; additionally, they received
the report within 24 hours of
launch.
• The survey insights enabled this
client to establish the best market
opportunities for growth
RESULTS
24 hours
Raw data
VALIDATING ETHNIC MARKET OPPORTUNITY | DURATION: 24 HOURS
CASE #2
VALIDATING PRODUCT INNOVATION
CLIENT:
MAJOR NORTH AMERICAN FINANCIAL INSTITUTION
One of North America’s largest banks was looking
to introduce a new method of investing to appeal
to new investors and existing clients.
They needed validation of the product, and other
insights, to inform the product marketing strategy.
VALIDATING PRODUCT INNOVATION | DURATION: 48 HOURS
SITUATION
• Develop a name
• Measure market demand
• Measure potential usage and frequency of usage
• Measure: appeal, resonance, memorability and
clarity
VALIDATING PRODUCT INNOVATION | DURATION: 48 HOURS
INSIGHT NEEDED
• 500 respondents
• Ages 24-55
• US residents
• Hold investable assets over $20K
VALIDATING PRODUCT INNOVATION | DURATION: 48 HOURS
TIME IN
FIELD
AUDIENCE PANEL
28 hours
• Market demand was confirmed
• The insights were used to develop
the go-to-market strategy
• The product enjoyed a successful
launch and is currently in market
VALIDATING PRODUCT INNOVATION | DURATION: 48 HOURS
RESULTS
48 hours
Custom
report
CASE #3
INFORMING CONTENT MARKETING
CLIENT:
LARGE CREDIT UNION
This nearly 75-year-old credit union wanted to
create financial management content for its
subscribers.
They used ValidateIT to develop their editorial
plan.
SITUATION
INFORMING CONTENT MARKETING | DURATION: 30 HOURS
• What innovation and/or in-demand topics
would engage the target market?
INSIGHT NEEDED
INFORMING CONTENT MARKETING | DURATION: 30 HOURS
• 1000+ people
• Have investable assets
over $5M
VALIDATING PRODUCT INNOVATION | DURATION: 48 HOURS
TIME IN
FIELD
AUDIENCE PANEL
30 hours
INFORMING CONTENT MARKETING | DURATION: 30 HOURS
The instant data and analytics
were all that this organization
needed in order to quickly turn the
research into a content plan.
VALIDATING PRODUCT INNOVATION | DURATION: 48 HOURS
RESULTS
30 hours
Instant
data &
analytics
INFORMING CONTENT MARKETING | DURATION: 30 HOURS
REMARKABLY ACCESSIBLE MARKET INSIGHT

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Rethinking Market Research: 3 Surveys Under $5K, 2 Days

  • 1. RETHINKING MARKET RESEARCH 3 SURVEYS UNDER $5K, 2 DAYS
  • 2. ValidateIT is redefining the market research landscape with its level of insight and low cost. - Caroline Dabu Head of Enterprise Wealth Planning, BMO
  • 3. CASE #1 MEASURING ETHNIC MARKET OPPORTUNITY CLIENT: GLOBAL LEADER IN DEBIT CARD SERVICES
  • 4. A global leader in debit card services, was looking to increase usage of its foreign wire transfers. It wanted to evaluate which ethnic minority populations represented the best potential for product growth. This population had been challenging for them to reach. SITUATION VALIDATING ETHNIC MARKET OPPORTUNITY | DURATION: 24 HOURS
  • 5. • Which ethnic communities to target • Other marketing insights that could be used to inform upcoming campaigns INSIGHT NEEDED INFORMING CONTENT MARKETING | DURATION: 30 HOURSVALIDATING ETHNIC MARKET OPPORTUNITY | DURATION: 24 HOURS
  • 6. • 400 respondents • 4 age groups • 4 ethnic groups: South Asian, Chinese, Eastern European, Korean AUDIENCE PANEL TIME IN FIELD 18 hours INFORMING CONTENT MARKETING | DURATION: 30 HOURSVALIDATING ETHNIC MARKET OPPORTUNITY | DURATION: 24 HOURS
  • 7. • The client wanted the raw data from the survey for their team to analyze; additionally, they received the report within 24 hours of launch. • The survey insights enabled this client to establish the best market opportunities for growth RESULTS 24 hours Raw data VALIDATING ETHNIC MARKET OPPORTUNITY | DURATION: 24 HOURS
  • 8. CASE #2 VALIDATING PRODUCT INNOVATION CLIENT: MAJOR NORTH AMERICAN FINANCIAL INSTITUTION
  • 9. One of North America’s largest banks was looking to introduce a new method of investing to appeal to new investors and existing clients. They needed validation of the product, and other insights, to inform the product marketing strategy. VALIDATING PRODUCT INNOVATION | DURATION: 48 HOURS SITUATION
  • 10. • Develop a name • Measure market demand • Measure potential usage and frequency of usage • Measure: appeal, resonance, memorability and clarity VALIDATING PRODUCT INNOVATION | DURATION: 48 HOURS INSIGHT NEEDED
  • 11. • 500 respondents • Ages 24-55 • US residents • Hold investable assets over $20K VALIDATING PRODUCT INNOVATION | DURATION: 48 HOURS TIME IN FIELD AUDIENCE PANEL 28 hours
  • 12. • Market demand was confirmed • The insights were used to develop the go-to-market strategy • The product enjoyed a successful launch and is currently in market VALIDATING PRODUCT INNOVATION | DURATION: 48 HOURS RESULTS 48 hours Custom report
  • 13. CASE #3 INFORMING CONTENT MARKETING CLIENT: LARGE CREDIT UNION
  • 14. This nearly 75-year-old credit union wanted to create financial management content for its subscribers. They used ValidateIT to develop their editorial plan. SITUATION INFORMING CONTENT MARKETING | DURATION: 30 HOURS
  • 15. • What innovation and/or in-demand topics would engage the target market? INSIGHT NEEDED INFORMING CONTENT MARKETING | DURATION: 30 HOURS
  • 16. • 1000+ people • Have investable assets over $5M VALIDATING PRODUCT INNOVATION | DURATION: 48 HOURS TIME IN FIELD AUDIENCE PANEL 30 hours INFORMING CONTENT MARKETING | DURATION: 30 HOURS
  • 17. The instant data and analytics were all that this organization needed in order to quickly turn the research into a content plan. VALIDATING PRODUCT INNOVATION | DURATION: 48 HOURS RESULTS 30 hours Instant data & analytics INFORMING CONTENT MARKETING | DURATION: 30 HOURS