Leveraging AI
Our proprietary AI tools resolve the tension between speed and quality, empowering our world-class researchers to deliver faster and also deeper insights.
How we work

Data is only useful if it inspires compelling insights and actions. We use multiple tools to help our clients move seamlessly from data to insight and action.

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Solutions

Case Studies

The future is uncertain, not unpredictable

Upsiide’s purpose-built research solutions help you understand how consumers make decisions, so that you can stand out in a crowded category with effective innovation.

Visa
TD
Intuit
Meta
RBC
Scotiabank

Why financial services brands love Upsiide

Market Simulator

Understand real impact

Release product and messaging innovations that drive demand and incremental growth – all with our Market Simulator. Upsiide goes beyond attitudinal measures, like purchase intent, to business measures, like source of volume, cannibalization and incrementality.

Test innovations at scale

Big portfolio? Big deal. Unlike other platforms, we don’t charge based on the number of ideas you test – you can test up to 50 ideas in one study for no extra cost. Plus you can save your templates and audiences to rinse & repeat easily.

Quadrant Chart
Upsiide Templates

Features, products, brand, and message testing all in one place

Finding the perfect combo of features and messaging is difficult and time consuming. With Upsiide you can save both complex audiences and custom templates to your account, meaning you can test and iteratively optimize your ideas again and again (and again) until you’re confident in your competitive advantage.

Build an Upsiide program

Confidently make decisions based on best-in-class data and beat competitors to market with a faster innovation process with an Upsiide innovation program. Embed cutting edge research technology into your innovation pipeline with ongoing program support and training, project-level assistance, and access to a suite of additional research services and data analytics. 

How researchers at financial services companies use Upsiide

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Optimize product & service features

Upsiide allows you to test up to 50 product features in a single study. You can design a study that ensures that your product prioritizes the features that truly drive customer acquisition and retention.

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Cut through the digital noise

Upsiide allows you to test new products, positioning and messaging in the context of your competitive environment to determine exactly what is most effective to stay ahead of the emerging digital challengers.

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Find the right message

Communicating the benefits of financial products and services to consumers is essential but finding the right message is challenging. The agility of Upsiide allows you to iterate until you find exactly the right message and ‘reason to believe’ that provides crucial advantages over competitors.

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AI powered tech, built by actual researchers (not tech bros)

Push your innovation process to the next level and enhance your research with AI powered solutions, from our AI idea generator feature, to our built-for-research Open Text Analysis.

CASE STUDY

How tech-enabled brokerage Properly optimized messaging hierarchy

Properly used Upsiide to understand which messaging resonated with their target audiences, helping them optimize their go-to-market branding.

Real estate agent giving keys from house to new owner indoors

Upsiide saves you time and money

You sometimes feel nervous when you shift to a completely different methodology or a new tool. But Upsiide has become part of my research stack as I can use it to quickly check my hypotheses with high quality data. I have high trust in the outputs, which means I feel more confident in my further decisions.​

Dean Richardson

TV Research Director and Founder, Inquisi Research

Learn more

Whether you’ve got a specific project in mind, or you’d like to learn more – we’d love to hear from you.