Research
We leverage our combination of financial services expertise, decades of experience in qualitative & quantitative research, and creative spark to uncover unique insights that inform your strategic direction - a roadmap for growth.
Our team delivers clear, practical, actionable recommendations and steps to:
•Enhance or build innovative new solutions to drive business growth and customer engagement
•Support organizational development and transformation by providing deep insights into role realities and cross-team dynamics
•Develop employee or customer education program curriculums based on knowledge maps for your core products, services, infrastructure, or business goals
Our findings enable you to confidently navigate the intersections of industry trends, customer needs, competitive landscapes, and operational viability.
Our holistic research illuminates your pathways to growth
Our proprietary research processes were developed to provide a deeper, more well-rounded understanding of your chosen area of study. They can be applied to any business challenge, be it a role, a product, a service or an initiative. We specialize in identifying meaningful growth opportunities in all shapes and sizes, and defining the identity of your area of focus through a common/shared language used by your most loyal customers.
Uniquely flexible engagements, every UPTICK research engagement is customized to your needs and recalibrated throughout the process to meet your fast-moving organization’s evolving needs and to pivot nimbly, when appropriate.
These processes — including our Product Meaning Framework®, Product Design Insights®, Role Intelligence Report®, and Product Knowledge Map® — uncover and detail critical insights to inform strategic decisions that can propel your business forward.
How our clients leverage the results of our research:
Identifying opportunities for new offering development
Prioritizing high-yield enhancements to existing product/service/role
Building a product/service roadmap
Overhauling a product/service/role
Building a business case for design changes
Developing training for customer-facing roles
Creating educational materials for customers
Updating product/service/brand identity
Refreshing product/service messaging
Preparing for organizational change
Factoring emotional intelligence into strategic plans
Our research results
Our unique process results in extensive reports that provide clarity and actionable insights, ensuring you have not only a current reality defined and documented for your area of focus, but also options for a clear path forward. Our clients rely on us because we prioritize their needs, delivering tailored solutions that drive results.
We are dedicated to delivering unique research value by:
•Providing concise recommendations and actionable steps informed by our expertise in all things financial
•Keeping your business objectives and customer preferences at the forefront
•Considering the competitive landscape, industry trends & your own business strengths to ensure relevance and differentiation
Our commitment to innovation in research approach and client success has resulted in a high rate of repeat business. Clients continuously turn to us for our ability to deliver rich insights and immediately useful strategic direction across their solutions and teams.