A rolling fintech payments and card-management research program

A fintech research team partnered with CleverX on an ongoing set of moderated video studies about how companies handle payments, virtual cards, and expenses. The goal was to reach several very different audiences, from advertising agencies to expense-app power users to founders managing cross-border payments, through short, focused 30-minute interviews.

• Each study targeted a different, precise group rather than "anyone in finance".
• Some groups were small and specialized, such as agencies that create a new virtual card for every campaign.
• One study needed founders in a specific country running payroll and supplier payments across borders.
• Another needed daily heavy users of specific expense and card tools.

CleverX treated the work as one program, reusing the same recruiting engine across tightly focused screeners.

• The advertising study screened on business model, payment tools used, and how often virtual cards were created.
• The expense-app study screened for daily heavy users of specific platforms across every region.
• The cross-border study targeted founders in one country running global operations.
• All ran as 30-minute moderated video interviews.

• 6 interviews completed across the three studies.
• Precise screening held quality even on tiny groups, still qualifying genuine card-cycling agencies.
• The program reached payment decision-makers across several regions worldwide.

• Running related studies as one program reuses the same screener logic and recruiting effort across audiences.
• Naming the exact tools and behaviors in the screener is what isolates true heavy users.
• Short 30-minute interviews make it easier for busy finance people and founders to take part.