Fino
Fino is a Sherbrooke, Quebec-based marketing research and customer experience firm combining proprietary panel and CX platforms (Brio, Alto) with managed services for enterprise, institutional, and public-sector clients primarily in Quebec across energy, transport, financial, media, and healthcare verticals.
- Company typePrivate
- Founded2003
- HeadquartersSherbrooke, Canada
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Fino does
Fino is a Sherbrooke, Quebec-based marketing research and customer relationship firm founded in 2003 (originally as Dialogs, rebranded to Fino in June 2023) with approximately 80 to 100 employees. The company combines proprietary software platforms — Brio for panel management and Alto for customer experience measurement — with professional services spanning market research, customer service outsourcing, lead management, and mass-recruitment support (Pronto, launched September 2022). It serves enterprise, institutional, and public-sector clients primarily in Quebec across energy, transportation, financial products, media, education, healthcare, food, and automotive verticals; named clients include Hydro-Québec, Banque Nationale du Canada, Énergir, STM, Exo, La Presse, HEC Montréal, Ville de Sherbrooke, RAMQ, Fonds de solidarité FTQ, Ivanhoé Cambridge, Groupe Sélection, and the Bureau d'assurance du Canada. The platform infrastructure is deployed as dedicated private instances hosted in Quebec and is backed by SOC 2 Type II certification.
The business operates a hybrid revenue model that blends managed services (customer service outsourcing, lead management, mass recruitment via Pronto) with platform subscriptions on Brio and Alto, alongside project-based market research engagements. Go-to-market is sales-led and relationship-driven, leveraging long-tenured Quebec accounts and a network of partners including Ipsos and Agendrix. AI capabilities are described in terms of process automation and knowledge retrieval that operationalize survey and panel workflows rather than as a differentiated product layer. Ownership is private and concentrated among co-founders Alexandre Meunier and Christian Dupuis, with Mylène Ducharme and Véronik Boudreau-Couture admitted as additional shareholders in September 2025. No external funding rounds have been disclosed, and the firm has historically grown through reinvested earnings.
Fino firmographics
Firmographics- Name
- Fino
- Legal name
- Fino recherche et relation client
- Website
- https://finoclient.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Fino is a Sherbrooke, Quebec-based marketing research and customer experience firm combining proprietary panel and CX platforms (Brio, Alto) with managed services for enterprise, institutional, and public-sector clients primarily in Quebec across energy, transport, financial, media, and healthcare verticals.
- Ownership category
- akta.pro rank
Fino industry classification
Industry- Product category
- Market Research and Customer Relationship Management
- NAICS
- Marketing Consulting Services (541613), Computer Systems Design Services (541512)
- SIC
- Services-Management Consulting Services (8742), Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- Customer Experience & Engagement (CRM, Support, Rewards, Loyalty) (FSAGAAAM)
Keywords
Where Fino is headquartered
LocationHeadquarters
- HQ city
- Sherbrooke
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
Fino business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Marketing Research Services: Market research services including quantitative and qualitative studies, panel management, segmentation analysis, and consumer insights generation.
- Customer Relationship Management Outsourcing: Outsourced customer service, lead management, and mass recruitment support services. Handles customer interactions across all communication channels 24/7.
- Platform Subscriptions (Brio & Alto): SaaS platform access for panel management and customer experience measurement. Each client benefits from a dedicated instance ensuring rigorous data separation between mandates.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Custom enterprise pricing based on scope and requirements |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Fino product offering
Product offeringCore offering
Fino delivers an integrated ecosystem of marketing research services, proprietary SaaS platforms (Brio for panel management and Alto for customer experience measurement), and outsourced customer relationship management. Its offering spans quantitative and qualitative research studies, consumer panel management, 24/7 outsourced customer service, lead qualification, and mass recruitment support (Dialogs Pronto), all supported by SOC 2 Type II certified technology hosted on dedicated private instances. The core proposition combines human-centered customer contact expertise with proprietary technology for operationalizing research and CX measurement for enterprise and public-sector clients.
Product overview
Fino operates a unified ecosystem integrating proprietary technology platforms with professional services. The core product portfolio consists of Brio (panel management platform) and Alto (customer experience measurement platform) — both web-based solutions designed and hosted in Quebec. These platforms operationalize marketing research activities by enabling organizations to build consumer panels, launch surveys, and measure customer experience in real-time. Complementary to the platforms, Fino offers professional services including marketing research, customer service outsourcing, lead management, and mass recruitment support (Dialogs Pronto). The company emphasizes a human-centered approach with low agent turnover rates (below 25%), positioning the technology as an enabler for customer understanding rather than a replacement for human interaction.
Differentiator
Problem solved
Functional benefit
Products and services
- Brio A web-based panel management platform that enables organizations to build and manage consumer panels for collecting feedback on products, services, or customer experiences through surveys, with each client using a dedicated instance for data separation.
- Alto A customer experience (CX) measurement platform that provides real-time dashboards for organizations to evaluate and monitor customer experience, enabling rapid response to dissatisfied customers and process improvement.
- Dialogs Pronto Mass recruitment support service that handles candidate intake and follow-up across multiple communication channels for organizations with large-scale hiring needs of 25 or more non-specialized positions.
- Marketing Research Services Professional market research services including quantitative and qualitative studies, survey design, data collection, and analysis to help brands understand their target audiences and support decisions on progress, innovation, and evolution.
- Customer Service Outsourcing Outsourced customer relationship management services handling communications with clients across all channels (phone, email, web), specializing in medium- to high-complexity interventions delivered by a stable, experienced team.
- Lead Management Prospect qualification and lead handling services that support sales teams by ensuring rapid response to incoming leads within 90 minutes to maximize conversion opportunities across communication channels.
Quantifiable outcome
- Restored customer satisfaction levels in less than a quarter for GMP Énergie
- +4 more outcomes
Companies that use Fino
Customer profileNamed customers17 records
Segments2 records
Ideal customer profiles2 records
Fino technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability2 records
Feature3 records
Fino partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- IpsoscorePartnership with Ipsos to provide real-time customer experience measurement solution for the Canadian Ski Council and Quebec Ski Areas Association. Connected to transactional systems of 100+ ski resorts with dynamic dashboards for managers.
- Cintech AgroalimentaireminorPartnership to offer complete market research and marketing strategy services for agri-food product commercialization. Combined expertise in consumer attitudes and behaviors with sensory product testing.
- VaribaseminorVaribase agency commissioned Fino for the telephone portion of B2B telemarketing campaign with Ivanhoé Cambridge. Fino provided team of agents for gift card sales outreach.
- Club des petits déjeunersminorCharitable partnership supporting national back-to-school campaign in 2022. Fino provided specialized customer contact resources for personalized telephone follow-up with 600+ retail partners across Canada.
Scale indicators5 records
Recent moves7 records
Expansion highlights5 records
Fino competitors and assessment
Company assessmentBroad incumbents
- Qualtrics: XM platform combining survey, panel, and CX measurement capabilities owned by Silver Lake / CPP. Directly comparable to Fino's Brio panel and Alto CX platform; serves similar enterprise buyer personas at much larger scale.
- Teleperformance: Global leader in outsourced customer experience management and contact center services. Directly comparable to Fino's customer service outsourcing and lead management services, though operating at vastly larger scale across multiple geographies.
- Ipsos: Top-3 global market research firm headquartered in France. Directly comparable as both a competitor and Fino's strategic partner. Offers overlapping panel, CX measurement, and consumer insights capabilities at global scale.
- Concentrix: Major global customer experience and BPO provider. Comparable to Fino's outsourced CRM and lead generation services, particularly for enterprise clients across regulated industries.
Direct peers
- Dynata: One of the world's largest first-party data and panel providers for market research. Directly comparable to Brio's panel management capability and Fino's research services delivery model.
- Toluna: Global online panel and consumer insights technology provider. Directly comparable to Fino's Brio panel management platform and quantitative research services for enterprise clients.
- Maru/Blue: Canadian technology-led market research firm with deep expertise in panel and CX. Directly comparable to Fino as a Canada-headquartered research and insights provider serving enterprise clients.
- Medallia: Enterprise customer experience measurement platform with real-time dashboards. Directly comparable to Fino's Alto CX platform in functionality and target enterprise buyers across regulated industries.
- Léger: Canada's largest homegrown market research firm, headquartered in Montreal. Directly comparable as a Quebec-based full-service marketing research and customer insights provider serving enterprise and government clients across Canada.
Regional players
- Ad hoc recherche stratégique & conseil: Quebec-based marketing research and strategic consulting firm. Directly comparable to Fino's marketing research services within the Quebec market; serves similar enterprise and public-sector clients.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Fino social profiles
Digital presenceFino compliance and trust
Trust signalCompliance2 records
Fino financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fino leadership team
Management profileNumber of profiles
Profiles4 records
Fino funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fino M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Fino
What does Fino do?
Fino delivers an integrated ecosystem of marketing research services, proprietary SaaS platforms (Brio for panel management and Alto for customer experience measurement), and outsourced customer relationship management. Its offering spans quantitative and qualitative research studies, consumer panel management, 24/7 outsourced customer service, lead qualification, and mass recruitment support (Dialogs Pronto), all supported by SOC 2 Type II certified technology hosted on dedicated private instances. The core proposition combines human-centered customer contact expertise with proprietary technology for operationalizing research and CX measurement for enterprise and public-sector clients.
Is Fino a public or private company?
Fino is a private company. It is classified as management employee owned and is currently operating.
When was Fino founded?
Fino was founded in 2003. It employs 51 to 100 people.
Where is Fino based?
Fino is headquartered in Sherbrooke, Canada, in the North America region.
How does Fino make money?
Three revenue lines are on record. Marketing Research Services are the primary driver. The others are customer Relationship Management Outsourcing and platform Subscriptions (Brio & Alto).
Who are Fino's main competitors?
Broad incumbents on record are Qualtrics, Teleperformance, Ipsos and Concentrix. Direct peers are Dynata, Toluna, Maru/Blue, Medallia and Léger. Ad hoc recherche stratégique & conseil is listed as a regional player.
Does Fino have an API?
No public API is recorded for Fino.
What industry is Fino in?
Fino's product category is Market Research and Customer Relationship Management. Its primary akta.pro industry code is FSAGAAAM, Customer Experience & Engagement (CRM, Support, Rewards, Loyalty). Its NAICS code is 541613 and its SIC code is 8742.