ABOUT THE CLIENT
Client is a BFSI conglomerate
APPROACH
Quantitative and Qualitative research
Sample Size - 400
PROBLEM STATEMENT
Understand the usage of digital platforms for financial investments and Analyze customer financial profiles in terms of affluency and social status.
Identify the major challenges faced by users of digital financial platforms and Investigate the financial inclinations across different social statuses.
Capture customer preferences regarding financial advisory services and Gather insights on the features and functionalities needed on digital platforms to improve user experience.
OUR SOLUTIONS
Hybrid Approach: Qualitative (10 FGDs, 5 participants each) & Quantitative (350 structured surveys).
Target Group: 50% male, 50% female; ages 18-45; 60% white-collar professionals, 40% blue-collar workers.
Geography: Ho Chi Minh, Hanoi, Haiphong + 2 additional cities in Vietnam.
Timeline: Research conducted over 10 days.
LOI: Survey – 20 minutes per respondent, FGDs – 60 minutes each.
KEY TAKEAWAYS
Customer Financial Profile: Insights into financial segments (mass to affluent).
Digital Challenges: Identified platform usability and accessibility issues.
Financial Behavior: Differentiated digital usage by white- and blue-collar workers.
Advisory Interest: Assessed demand for digital financial advisory services.
Feature Preferences: Identified desired platform improvements (UI, tools, advisory).
OUTCOME
Achieved a 30% increase in platform registrations within six months of launch.
Identified 4 high-demand features, driving a 40% improvement in user retention.
Positioned the client as a market leader in Vietnam's digital wealth space.
