Case Study: Redacted Finance Company boosts user research by 300% with Ethnio

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Preview of the Redacted Finance Company Case Study

Redacted Finance Company - Customer Case Study

Redacted Finance Company, a large enterprise finance organization, needed a compliant way to run user research while managing legal, security, and privacy requirements. The team used Ethnio’s Pool product to centralize participant management, but needed help handling opt-ins, opt-outs, scheduling, incentives, and multiple participant sources without relying on non-compliant spreadsheets.

With Ethnio, Redacted Finance Company set up a compliant research workflow using Pool, screeners, email campaigns, scheduling, and incentive payments. Ethnio helped them scale their participant outreach and operations, increasing research volume by more than 300% while significantly reducing the time needed to contact, screen, schedule, and pay participants.


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