OVERVIEW

Vidyard commissioned Atomik Research to conduct a quantitative study of financial service professionals throughout the United States and Canada. The video platform features asynchronous video tools as well as other communication tools that propel virtual selling forward for business users.

Challenge

The Vidyard communications team came across multiple studies and reports focused on the changing use of video technology in the wake of the global COVID-19 pandemic, but there were few studies specific to the financial services industry and industry experiences adopting video tools.

Research would need to gauge where the financial services industry is within the digital transformation sphere. Vidyard would need to garner insights that could speak to those in the financial services industry.

Solution

Atomik Research, Vidyard, and their PR agency (Big Valley Marketing) began identifying key themes and challenges related to asynchronous video tech adoption for professionals in the financial services industry relevant. Atomik research then developed actionable steps to reach a large enough sample of individuals who work in the FISERV space.

OUTCOMES

Atomik Research collected over 500 survey responses from individuals employed throughout Canada and the United States at businesses operating within the financial services, insurance, banking, investing, or wealth management industries. The participating individuals held positions in departments such as sales, marketing, human resources, and client services. Respondents’ answers to survey questions helped generate many data points that became the foundation for key messaging of white papers, press releases and online content.

Vidyard’s content highlighting the survey findings provided useful insight into an interesting topic and caught the attention of several industry-focused media outlets. The research even led to the company’s first feature in the New York Times.

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