How Avenor helped a fintech provider understand payments risk perception across Banking, Wealth Management, and Bill Pay sectors through targeted expert engagement.
The client wanted to evaluate how risk is perceived across different financial services sectors, with a focus on ACH transactions and the likelihood of returns. Their objective was to gather insights from stakeholders in Banking, Wealth Management, and Bill Pay/Invoicing, covering three key functional perspectives.
Avenor conducted a custom recruitment effort to identify and vet experts directly aligned to the client’s needs. We specifically targeted executives in Risk, Payments, and Product roles across the three financial sectors of interest.
To ensure relevance and quality, Avenor spent ~15 minutes on the phone with each expert before sharing them with the client. During these calls, we verified role responsibilities, confirmed exposure to ACH transaction risk, and gathered preliminary perspectives on current pain points.
By engaging these carefully selected experts, the client gained targeted insights into the payments risk landscape:
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