Fintech Professional Services Voice of the Customer Assessment
Situation
Our client was looking to gain customer insights for their Fintech vertical in the US as part of their growth agenda.
Objective
The objective was to better understand 1) Fintech priorities and needs, 2) Fintech partner preferences and 3) the competitive landscape within both professional services and Fintech.
Our Work
10EQS conducted 15 interviews with current Fintech customers to assess their priorities, challenges, needs, and capabilities, as well as partner preferences and decision-making. 10EQS further assessed Fintech’s’ perception of professional services firms and the overall competitive landscape.
Project Team
- Ex-Deloitte Management Consultant with financial services industry experience
- Ex-Deloitte Management Consultant with strong experience in innovation & strategy
- 10EQS Delivery Operations (=PMO) providing quality assurance, process management, and expert recruitment
- 15 industry experts
Industry Experts
- Director of Strategic Finance – Fintech Company
- Head of Corporate Development – Fintech Company
- Head of Product Strategy & Operations – Fintech Company
- Head of Enterprise Development – Fintech Company
- Head of Business Development, Partnerships, and Corporate Development – Fintech Company
Results
The insights helped the client to better understand their customers’ perspective within the Fintech vertical. 10EQS provided strategic recommendations on the client’s market strategy and service offering to successfully position themselves against their competition.
Please reach out to us if you are interested in learning more.