Using Agile to Improve Research in Marketing

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How RBC Used Methodify to Take its Creative Testing from 4 Weeks to 48 hours

The Challenge

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When RBC, one of Canada’s largest financial institutions, wanted to introduce new creative content within its branches, the bank’s marketing team wanted to ensure it was changed frequently to keep the messaging fresh and relevant.

The team began to develop bimonthly themes based on marketing research they had previously conducted. But, they soon realized it was taking a long time to gain consensus due to the number of stakeholders they were working with – all of whom were bringing their own subjectivity to the creative evaluation.

The bank’s marketing team needed to find a faster, more efficient and fact-based approach for managing its creative content.

The Results

The bank engaged Methodify,  Sago’s automated quantitative research engine, to incorporate agile research and automate its process for research in marketing.

After the first concept test, the RBC marketing team walked into their regular creative meeting with their executives who took one look at the results, which clearly indicated the preferred concept, and the meeting was over.

Every creative test since then has allowed everyday Canadians to choose the bank’s creative theming and every time there has been a clear winner, allowing the marketing team to remove the spin caused by subjective input from their process.

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