InvestCloud
Finance, Technology
InvestCloud is a premier provider of SaaS-based financial planning technology. It serves over 140,000 financial professionals worldwide, offering specialized tools for cash flow, goal-based planning, tax, and estate planning, designed for banks, broker-dealers, and insurance firms
The Challenge
InvestCloud needed a dependable solution for conducting unmoderated user research that their team could set up quickly and return to consistently across multiple studies. Many platforms they encountered lacked the depth of features required to support a team with ongoing, varied research needs.
A recurring pain point was sourcing qualified participants. Relying on multiple tools or external recruiting sources to fill studies created friction in their workflow and made it difficult to run research at the pace their team required. They needed a single platform that could reliably deliver the right participants without requiring them to look elsewhere.
The Outcome
InvestCloud found that solution in PlaybookUX, which quickly became their team’s go-to platform for qualitative user research. The straightforward setup allowed their team to move from research planning to live study with minimal friction, making it easy to run studies consistently and efficiently across projects.
The platform’s vast participant pool proved to be a game changer, eliminating the need to supplement recruiting through outside sources. With everything they needed available in one place, InvestCloud’s team could focus their energy on analyzing insights and making informed product decisions rather than managing the logistics of research.
PlaybookUX has been my team’s go-to for unmoderated user research! It has everything we need and more and is incredibly straightforward to set up. The participant pool is vast and we’re never left needing to look elsewhere.
Meagan Haan, UX Director at InvestCloud