Recruiting fintech and identity experts for a digital-wallet study

A research team partnered with CleverX to explore digital identity and digital wallet technology with professionals inside fintech, payments, and identity-verification companies. The goal was 45-minute one-on-one interviews on CleverX's video platform covering adoption trends, product challenges, and new use cases.

• The study needed people working specifically in fintech, payments, or identity verification.
• It had to reach senior, informed voices such as engineers, product managers, and IT directors.
• Digital identity is a specialized area, so surface-level fintech familiarity was not enough.
• A high incentive per interview raised the bar for delivering genuinely qualified participants.

CleverX targeted the fintech and identity part of its business panel with a role-and-industry screen.

• Eligibility combined the right industries with senior technical and product roles.
• Targeting spanned engineering, product, strategy, and business development.
• Seniority ran from senior individual contributors up to CXO and owner level.
• Interviews ran 45 minutes on the CleverX platform.

• 5 of 6 target interviews completed with senior fintech and identity professionals.
• A high-value, specialized study delivered nearly its full target from a narrow industry pool.
• Combining industry and seniority screening kept every conversation at an expert level.

• Pairing an industry filter with a seniority filter is what produces a true expert sample.
• A high incentive is warranted when the audience is specialized and senior.
• CleverX-hosted video keeps a high-value expert study on a single, controlled platform.