We Simplify the Complex
We decode finance complexity. Then we help you turn insight into action.
Our clients are financial providers and partners who know that in this industry, informed strategy is key to their success. We pull in related industry and competitive trends, then dig deep into the minds of your target audiences to decode the realities shaping their decisions, and turn those insights into actionable solutions.
Everything we do is grounded in decades of financial services expertise. Our relentless pursuit of innovation ensures our engagements help you achieve both measurable short-term changes to your current reality and an evolved vision of what your aspirational future-state could be.
Complex? That’s our comfort zone. Our recommendations and messaging are clear, compelling, and strategically relevant—whether it’s internal, B2B, or B2C.
Even the savviest financial teams struggle to engage. We pair deep financial industry knowledge with rigorous research to simplify complexity—and equip you to activate your audience. We examine the experiences and perceptions surrounding your offering, and deliver clarity that drives strategic progress.
We inspire change, build alignment, and deliver measurable impact—throughout the process.
Find your UPTICK® with our boutique team’s uniquely financial-first approach.
We Take a Creative Approach to Financial Services Research
As a financial institution, your stakeholders demand research that does more than just inform—they need insights that inspire strategic growth. At UPTICK, our financial services research is powered by a bold fusion of creative ingenuity and industry expertise.
Insight Meets Imagination
We pair decades of experience in qualitative and quantitative financial research with a creative spark that transforms data into narratives that drive decisions.
Proprietary Frameworks, Crafted with Creativity
Our distinctive methods—like the Product Meaning Framework®, Product Design Insights®, Role Intelligence Report®, and Product Knowledge Map®—are designed to illuminate complex challenges, reveal strategic pathways, and reveal growth opportunities in surprising, high-impact ways.
Strategic, Flexible, Always Responsive
No two projects are identical—and neither is our approach. Every engagement is customized at the outset and recalibrated in real time to stay aligned with your evolving business landscape.
Creativity Meets Clarity & Compliance
While we bring inventive thinking, our recommendations remain solid, practical, and grounded in financial industry realities. We deliver clear, actionable steps—always balancing flourish with the disciplined rigor your internal Compliance team expects.
Holistic, Human-Centered Insight
Our research doesn’t just analyze trends—it considers emotions, team dynamics, customer needs, competitive context, and operational realities. This holistic lens enables you to navigate the complex intersections of strategy, engagement, and execution.
Creative Expression Informed by Strategy
At UPTICK, we believe artistry enhances impact. From strategic plan design to data visualization, video production, and graphic facilitation, our creative craft turns insights into compelling experiences that resonate across your organization.
Results That Resonate
Clients trust UPTICK for our ability to deliver not only rich findings but also strategic clarity and market-ready direction—anchored by creativity and delivered with precision.
Our Research Frameworks
Product Meaning Framework®
Product Meaning Framework®
Product Meaning Framework®
Take how your biggest fans, your field teams, and your home office view your solution and develop a shared language to reach a broader audience
Product Design Insights®
Product Meaning Framework®
Product Meaning Framework®
Find the intersection of external trends and customer experiences to create a roadmap for product, service, and solution development
Role Intelligence Report®
Product Meaning Framework®
Role Intelligence Report®
Gain a better understanding of current reality for your team and develop a path forward for upskilling or reorganization that has emotional intelligence
Product Knowledge Map®
Product Meaning Framework®
Role Intelligence Report®
Build better training and educational resources by completing and audit and assessment of teams and materials to identify gaps