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Banking Case Studies and Customer Success Stories with Sago

 

Royal Bank Canada (RBC) - Banking - Very Large

Toronto, Canada

Methodify helped Royal Bank Canada cut creative testing time from 4 weeks to 48 hours. The RBC marketing team needed... a faster, fact-based way to manage creative content. They used Methodify to automate research and make decisions based on data, not opinions. Now, every creative test gives clear results, letting Canadians pick the winning theme. This removed subjectivity and sped up the process for RBC's marketing team.

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TD Bank - Banking - Very Large

Toronto, Canada

TD Bank used Methodify to speed up customer experience research. The platform let teams get insights in days, not weeks.... TD Bank embedded Methodify into its creative development, running over 300 research projects. The new process caught problems earlier, saving time and budget. Teams now use a validate-revise-repeat approach for creative testing. Methodify made insights more accessible across the company.

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RBC - Banking

Methodify helped RBC speed up creative testing for marketing. The bank's team needed a faster way to test new content... and remove subjective opinions. Using Methodify, they cut the process from 4 weeks to 48 hours. Now, every creative test gives clear results, letting the team pick the best ideas quickly. This made their marketing more efficient and fact-based.

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RBC - Banking

Methodify helped RBC speed up creative testing for marketing. The bank's team needed a faster way to test new content... and remove subjective opinions. Using Methodify, they cut the process from 4 weeks to 48 hours. Now, every creative test gives clear results, letting Canadians pick the best theme. The team makes decisions quickly and with confidence.

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RBC - Banking

RBC used Methodify, Sago’s automated research engine, to speed up creative testing for marketing. The bank’s marketing team needed a... faster way to test new creative content and reduce subjective input. Methodify helped them cut the creative testing process from 4 weeks to 48 hours. Now, every creative test gives clear results, letting the team pick the best ideas quickly and confidently.

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Research Case Studies and Customer Success Stories with Sago

 

Engagious - Research - Small

New York, USA

Sago helped Engagious recruit over 450 unique swing voters for the Swing Voter Project. Engagious needed to find voters who... switched from Trump in 2016 to Biden in 2020. Sago used its large qualitative panels and a strict screening process to find these hard-to-reach participants. This partnership gave Engagious valuable insights into voter opinions and increased their media visibility. The project led to coverage on major news platforms like ABC and Bloomberg.

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Open Evidence - Research - Small

Open Evidence ran an online study to track the effects of Covid-19 lockdowns. They recruited 3,500 people in Italy, Spain,... and the UK for weekly surveys over three weeks. The study measured health, economic, and psychological impacts. Participants answered questions and joined randomized experiments. Early results showed 41% of Italians and UK residents at risk for mental health issues. The study gained coverage in major European media.

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De la Riva - Research - Medium

Mexico City, Mexico

De la Riva, a leading insights agency in Mexico, faced workflow bottlenecks using disconnected research tools. The team adopted QualBoard,... Sago’s all-in-one digital qualitative platform, to centralize data and automate manual tasks. Real-time collaboration and automated transcription improved productivity and reduced delays. The platform enabled seamless integration of offline and online research, ensuring no insights were missed. De la Riva now delivers high-quality, actionable insights faster and at scale.

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SSRS - Research - Medium

Glen Mills, USA

SSRS used QualBoard to capture real-time qualitative insights during the 2024 U. S. presidential debate. The team needed to gather...and share live voter reactions quickly for a major media client. Using QualBoard’s Crowd Survey, SSRS collected and published responses within 20 minutes. The client’s story became the top performer that day. The success led to a repeat for the vice-presidential debate.

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SSRS - Research

SSRS, a social science research firm, worked with a large media outlet to study undecided voters during the 2024 presidential debate. The client wanted... real-time qualitative feedback from voters. SSRS needed to gather and share this data quickly. They used QualBoard to capture voters' words, sentiments, and emotional responses during the debate.

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Marketing and Advertising Case Studies and Customer Success Stories with Sago

 

Candela Insights - Marketing And Advertising - Small

USA

QualBoard helped Candela Insights deliver fast, actionable insights for a major financial services client. Candela needed to shift from quantitative... to qualitative research under tight deadlines. Using QualBoard and its QualLink feature, they integrated survey and qualitative data quickly. The platform enabled real-time analysis and seamless participant transitions. Candela met urgent production deadlines and provided robust insights for the client's ad campaign.

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MVI Marketing LLC (THE MVEye) - Marketing And Advertising - Small

Delray Beach, USA

Methodify helped THE MVEye run their first European consumer survey on lab-grown diamonds. They surveyed over 1,530 people across five... countries in less than three weeks. Methodify’s Survey Builder enabled fast project launch, translation, and real-time data visualization. THE MVEye used the results to compare European and US attitudes and shared insights with their clients. The study gained media attention and strengthened THE MVEye’s leadership in diamond market research.

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John St. - Marketing And Advertising - Medium

Toronto, Canada

John St. , a leading Canadian ad agency, needed fast, actionable insights to guide creative development for an alcohol brand....Using Sago’s Methodify platform and the CRIS AI moderator, they combined quantitative and qualitative research. This agile approach let them test four brand territories with real consumers and get both data and sentiment analysis in just three days. The team quickly identified the strongest creative direction and delivered clear recommendations to their client. The process was efficient, cost-effective, and improved creative decision-making.

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Engagious - Marketing And Advertising

Engagious partnered with Sago to conduct monthly online focus groups with American swing voters. The challenge was to find voters... who switched from Trump in 2016 to Biden in 2020. Sago helped identify this specific audience for the Swing Voter Project. The project aimed to explore voter sentiments on elections and policies. The recruitment criteria were specific, making it difficult to reach potential participants.

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Restaurants Case Studies and Customer Success Stories with Sago

 

Harvey’s - Restaurants - Large

Toronto, Canada

Harvey’s used Methodify to test six new burger concepts for limited time offers. The team wanted to hear directly from... customers before making decisions. Methodify’s platform let them quickly set up a monadic concept test and target the right customer segments. Results came in fast, showing which offers would drive the most traffic. Harvey’s used these insights to plan their yearly marketing and prioritize the best ideas.

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Harvey's - Restaurants - Large

Methodify helped Harvey's test six new burger concepts quickly and easily. The team used targeted sampling to get real customer... feedback. Results came in days, showing which offers would drive more traffic. Harvey's used these insights to plan better Limited Time Offers. The process was fast, clear, and supported smarter marketing decisions.

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Harvey's - Restaurants

Methodify helped Harvey's, a leading Canadian burger chain, test six new burger concepts quickly and easily. The team used Methodify’s... monadic concept test to get feedback from real customers. Results came in just days, showing which offers would drive the most traffic. Harvey’s gained clear insights to support marketing planning and regional targeting. The process was fast, simple, and improved customer-centric decision making.

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Harvey's - Restaurants

Harvey's, a popular Canadian burger chain, wanted to understand customer preferences for new Limited Time Offers (LTOs). They needed a... cost-effective and timely solution. Harvey's used Methodify's monadic concept test to engage specific customer segments. This allowed them to test six different LTO options and incorporate the findings into their marketing plans.

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Education Case Studies and Customer Success Stories with Sago

 

Northwestern University - Education - Very Large

Evanston, USA

Sago helped Northwestern University and NICHD create a national neurodevelopmental assessment for infants and toddlers. The project enrolled over 2,500... children from diverse backgrounds at 14 sites across the U.S. Sago used technology and play-based activities to make assessments engaging and accurate. The study produced valuable data for clinicians and educators. Northwestern University plans to work with Sago again for future pediatric health projects.

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Northwestern University Feinberg School of Medicine - Education - Large

Chicago, USA

Sago partnered with Northwestern University Feinberg School of Medicine to run a child nutritional supplement study. Sago recruited 700 infants... and parents in four weeks using its national panel. The study tested a supplement with allergenic proteins for infants aged 5 to 12 months. Sago managed study documents, IRB approval, and a $1 million budget. 85% of parents agreed to continue for a year, with no adverse events requiring pediatrician follow-up. Sago handled logistics, compliance, and participant retention online.

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Northwestern University and the National Institute of Child Health and Human Development (NICHD) - Education

Northwestern University and NICHD aimed to create a universal neurodevelopmental assessment for infants and toddlers. They partnered with Sago to... tackle this challenge. The goal was to represent America's diverse population by enrolling over 2,500 children from various backgrounds. This partnership helped them achieve their task and paved new paths for understanding child health development on a national scale.

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Financial Services Case Studies and Customer Success Stories with Sago

TD Bank - Financial Services

TD Bank used Sago's Methodify to improve its consumer insights. Methodify helped TD Bank get insights faster, in days instead... of weeks. The platform allowed TD Bank to create its own research tools and spot issues early. The user interface was easier to use than competitors, making it less intimidating.

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RBC - Financial Services

RBC, a large financial institution in Canada, wanted to update creative content in its branches frequently. The marketing team faced... delays due to many stakeholders and subjective evaluations. They needed a faster, fact-based approach. RBC used Methodify, Sago's automated research tool, to speed up the process. This allowed them to reduce creative testing time from 4 weeks to 48 hours.

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Computer Software Case Studies and Customer Success Stories with Sago

 

Storyblok - Computer Software - Medium

Linz, Austria

Storyblok wanted to prove its platform sparks joy for users. Sago and IVP Research Labs used facial coding and qualitative... interviews to measure user emotions. 83% of participants felt joy using Storyblok. 55% enjoyed updating content, and 60% felt joy using AI features. The research gave Storyblok proof for its sales and marketing and insights for future growth.

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Storyblok - Computer Software

Storyblok wanted to prove its product brings joy to users after relaunching its website and messaging. The company partnered with... IVP Research Labs and Sago's Strategy + Insight team. They used facial coding technology and qualitative interviews to measure user emotions. This approach helped Storyblok objectively show the joy users feel when using their CMS. The results supported Storyblok's new brand messaging.

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Telecommunications Case Studies and Customer Success Stories with Sago

 

a leading phone company - Telecommunications - Very Large

Sago’s UX research tools helped a leading phone company improve its website. The company used Quick Polls and digital diaries... to gather real-time user feedback. They found users struggled with navigation and inconsistent design. The team made changes after each round of feedback. The new site was easier to use and helped customers find what they needed faster. User engagement and conversions improved after the redesign.

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a leading phone company - Telecommunications

A leading phone company improved its online experience using iterative UX redesigns. They used real user feedback to simplify navigation... and create a user-friendly interface. With QualBoard's digital research tools, they transformed their website into a streamlined platform. Real-time user insights guided every redesign decision, exceeding expectations and setting a new standard for online customer experiences.

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Consumer Goods Case Studies and Customer Success Stories with Sago

 

Corby - Consumer Goods - Medium

Toronto, Canada

Corby used Methodify, Sago's automated research platform, to design a user-generated campaign for J. P. Wiser’s whisky. The team tested...creative ideas and tactics with real consumers in both English and French. Fast insights helped the agency partners adjust plans quickly. The campaign led to strong engagement, with people sharing personal toasts on billboards and social media. Methodify made the campaign more personal and customer-focused.

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Other Industry Case Studies and Success Stories with Sago

Candela Insights - Marketing Research

Candela Insights needed to meet tight deadlines for a major financial services provider's ad campaign. They used Sago's QualBoard platform... to gather and analyze nationwide sentiment data quickly. The platform's features, like QualLink, helped integrate data seamlessly. This allowed Candela to deliver insights efficiently, turning a challenging project into a success.

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De la Riva - Marketing Research

De la Riva, a leading insights agency in Mexico, faced challenges with time and workflow constraints. They needed to improve... efficiency in their research processes. By integrating an all-in-one digital qualitative platform, they used QualBoard's tools to address these issues. This led to improved research processes, high-quality data, and impactful insights delivered at scale.

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