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Case Studies

Real engagements. Real results. See how research teams use Sourcelyn to get the experts they need, when they need them.

Financial ServicesLondon-based Insights Firm

UK Retail Banking: Three Senior Executives in 40 Hours

Challenge

A leading research firm needed three senior retail banking executives (Director level+) across the UK, France, and Germany for a market sizing project with a 5-day deadline.

Approach

We activated our financial services network, prioritising currently employed Heads of Retail, Digital Banking leads, and Branch Network Directors. All three experts were screened for conflict of interest and confirmed within 40 hours.

Result

Three 90-minute calls completed within 4 business days. The client reported that the depth of current operational knowledge — including live digital adoption metrics and branch footfall data — directly shaped their final report.

40hrs
Time to confirm
3
Experts delivered
Director+
Seniority level
Strategy ConsultingStrategy Consultancy

Digital Transformation Validation Across EMEA Banking

Challenge

A mid-tier strategy consultancy needed to validate assumptions about digital transformation spending in European banking for a private equity client considering a fintech investment.

Approach

We sourced three currently serving Heads of Digital at mid-to-large European banks. Each expert was briefed on ESOMAR compliance protocols and screened for conflicts with the target investment and its competitors.

Result

The consultancy identified three previously unknown market dynamics that shifted their recommendation. The PE client praised the “uncommon specificity” of the insights, drawn from professionals actively managing digital transformation budgets.

48hrs
Turnaround
3
Markets covered
PE
End client
Healthcare & PharmaBoutique Research Agency

Pharmaceutical Market Access: Six KOLs Across Three Geographies

Challenge

A specialist healthcare research agency needed six Key Opinion Leaders (KOLs) across the US, UK, and Germany — all currently practising clinicians with prescribing experience in a specific therapeutic area.

Approach

We leveraged our healthcare vertical network, focusing on practicing physicians with dual clinical and hospital management roles. Compliance screening was particularly rigorous given the pharmaceutical subject matter.

Result

All six experts confirmed within 5 business days. The agency reported that every expert was currently treating patients in the relevant therapeutic area, delivering insights that desktop research and retired clinicians could not match.

6
KOLs sourced
3
Countries
100%
Active clinicians

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