Case Study: InvestCloud streamlines unmoderated user research with PlaybookUX

InvestCloud serves 140,000 financial professionals with PlaybookUX

InvestCloud, a premier provider of SaaS-based financial planning technology, faced a challenge in conducting unmoderated user research. They needed a dependable solution that their team could set up quickly and use consistently across multiple studies. A key pain point was sourcing qualified participants, as relying on multiple external tools created friction and slowed their research pace. They required a single platform from a vendor like PlaybookUX that could reliably deliver the right participants.

PlaybookUX provided the solution with a straightforward platform that allowed InvestCloud's team to move from planning to live study with minimal friction. The platform’s vast participant pool eliminated the need for external recruiting sources, enabling the team to focus on analyzing insights and making informed product decisions instead of managing logistics. As a result, PlaybookUX became the team's go-to platform for efficient, consistent qualitative user research.

InvestCloud