ABOUT THE CLIENT
Client is a bFSI conglomerate.
Geography: Vietnam (Ho Chi Minh, Hanoi, Haiphong + 2 cities)
APPROACH
Mixed (Qualitative + Quantitative)
FGDs, structured surveys
Sample Size - 400 (10 FGDs × 5 + 350 surveys)
Duration: 10 days
PROBLEM STATEMENT
Understand usage of digital platforms for financial investments.
Analyse customer financial profiles by affluency and social status.
Identify challenges.
Investigate financial inclinations.
Capture feature and functionality preferences.
OUR SOLUTIONS
Hybrid: 10 FGDs (5 participants each) + 350 quantitative surveys.
TG: 50% male/50% female, aged 18–45.
60% white-collar, 40% blue-collar.
Income segments from mass to affluent.
10-day fieldwork.
Deliverables: Vietnam digital wealth market report, customer financial profile analysis, digital platform gap assessment, feature requirement analysis.
KEY TAKEAWAYS
Customer financial profiles from mass to affluent.
Digital platform usability and accessibility challenges.
Differentiated digital usage by white- and blue-collar workers.
Demand for digital financial advisory.
Desired platform improvements.
OUTCOME
30% increase in platform registrations within 6 months of launch.
40% improvement in user retention.
Client positioned as market leader in Vietnam's digital wealth space.
Impact: 30% registration increase; 40% user retention improvement; 400 respondents across 5 Vietnamese cities; 10-day study.
