How Logica® helped a large financial institution identify a product need for its employer services

At Logica, we use our deep knowledge of the financial services industry to deliver valuable insights that take your product development to the next level. For B2B product development research, our expertise and approach helps make your projects more successful—saving you time and providing actionable steps to move forward. In this case study, we highlight how we’ve helped understand the right direction for B2B product development for a target audience of employers.

Case Study: B2B Financial Product Development

Equity compensation has become a common employee benefit, but many employees still struggle to understand its value compared to other benefits and how to make the most of it. A large financial institution sought to address this gap and identify product opportunities for employers by partnering with Logica. They wanted to understand how employees perceive equity compensation, how it fits into their overall benefits package and what tools or resources employers could provide to help employees optimize its value.

B2B Product Development Research Solution

Building on internal quantitative analysis, Logica conducted comprehensive qualitative research with a niche sample of highly compensated employees. Our team worked with the client to design in-depth interviews to explore how and why employees use their equity compensation—uncovering insights into their motivations, challenges and the potential benefits they felt additional products or services could offer. Throughout the project, we provided interim briefings to the client that ensured transparency and alignment with the evolving findings. We facilitated regular brainstorming sessions to maximize the insights gained from this hard-to-reach market, enabling us to refine our approach and enhance the value of the research. This collaborative process helped us deliver actionable, real-world recommendations for the client.

Impact of the B2B Financial Product Development Research

Our findings sparked in-depth, business-wide discussions about the prioritization of product and service offerings for this key B2B market segment. The research played a pivotal role in reshaping the client’s approach, persuading them to pivot their marketing and communications strategy toward products with greater potential to drive growth. By providing a deeper understanding of employee preferences and needs, our insights allowed the institution to refine its equity compensation strategies. This empowered both employers and employees to make more informed and effective decisions, ultimately driving stronger engagement and maximizing the value of equity compensation offerings.

Product Development Research for B2B Financial Companies

When it comes to B2B product development, having the right research partner can make all the difference. Logica combines deep expertise in the financial industry with a versatile approach to product development studies, ensuring that every project is designed to address your specific goals. Our customized solutions provide the clarity and insights you need to move forward with confidence. Let’s connect to explore how we can help you unlock the full potential of your next B2B product development initiative!