Knowing your client is about more than data and surveys — it is about getting inside the minds of clients and understanding their needs, aspirations, concerns and desires.

As researchers, we are fascinated and passionate about what makes people tick and what drives them to make certain choices. Our mission is to provide strategic insights into what clients actually think founded on rigorous, robust and targeted research that drives actions, fuels growth and maximizes client return on investment.

Harnessing the very latest in behavioral science and choice modelling, we can help you understand what motivates people, where their biases lie and – most importantly – establish what really influences them when it comes to buying decisions and investment preferences.

Client Experience

CoreData is highly skilled at developing research solutions to measure, track and enhance the client journey experience end-to-end. The critical touchpoints in the client journey can have a significant impact on repeat business, share of wallet and advocacy – ultimately impacting business profitability.

We have developed several proprietary tools to gauge client satisfaction and engagement that go beyond the two-dimensional approach employed by most market research firms.

We’ll also help you map the client journey by documenting the client experience and providing you with a framework for understanding the way your clients are interacting with you and identifying improvements.

Our client experience measures are comprehensive and founded on proven theoretical frameworks and have been tested for effectiveness over many years.

Predictive Analytics

We have worked with small and large businesses to uncover practical insights that drive real business decisions using predictive analytics – rather than just retrospective insights.

This means we can help you decide who you should be talking to, what you should be talking to them about and how you should be talking to them – before they make a purchase decision elsewhere. We will ensure you are fully unlocking latent demand for your products and services.

Using statistical techniques such as predictive modelling and data mining, CoreData’s statisticians are adept at creating predictive analytic tools that determine, inform and influence organizational processes.

These include pre-emptive flags for defection risk (while there is still time to act), cross-sell propensity scores, sophisticated client life time value estimates and goal preparation scores.

Product Testing and Development

Do you have a new client value proposition, product, service or information architecture that you are considering taking to market?

To prevent you from investing time and money in a concept or product that ultimately doesn’t resonate with your target market, CoreData will test it for you.

After evaluating what it is you are testing and determining the best environment to test it in, we will present a detailed description of the concept or product to prospective clients and assess their attitudes and intentions.

These services cover any and all part of the value chain in terms of target client — from banks to high net worth investors. It includes primary data collection and interpretation to the creation of a go-to-market approach.

CoreData will help you develop and enhance your product so you can deliver market-winning solutions.