Our Services

Insights & Action Reports

Research reporting that powers informed decisions

Our Insights & Action Report combines key learnings, video clips, and recommended next steps in a clear, engaging format. Key insights are paired with companion videos—concise highlight reels featuring the most relevant participant responses in their own words.

Every report is written by the same team who’s been hands-on with your project from the start. We’ll carefully analyze the data and themes to create an insightful narrative that directly addresses your project’s objectives. Our in-house video editors and graphic designers tailor the report to your organization’s branding so it’s ready to share with your colleagues right away.

  • A woman with long dark hair smiling and crossing her arms, next to a blue overlay with text about an investment portal.
  • A presentation slide titled 'User communication preferences highlight demand for digital-first investment support,' showing a hierarchy chart from 'Used / Preferred MOST' to 'LEAST' for various communication channels: Online, App, Email, Chat, Phone, Letter, with descriptions for each.
  • Slide with yellow text saying, 'Specific strategies are used for retail card users to help maximize benefits.' A video thumbnail shows a woman named Teyana C. speaking, with details about store cards, usage, customer segment, and session info at the bottom. The slide is labeled as 'Confidential,' slide number 9, and part of a presentation on retail card strategies.
  • Cover page of a report titled 'Credit Card Reward Redemption' with a photo of a woman in a bakery looking at and smiling at cupcakes in a display case.
  • Research findings slide with the title 'This research allowed us to better understand the experience from the borrower perspective.' Two sections labeled 'Approach' and 'Who we talked to.' Under 'Approach,' bullet points detail conducting 8 interviews over Zoom, each lasting an hour, with participants recruited from a panel, conducted in November 2024. Under 'Who we talked to,' photos of eight individuals are displayed in two rows with names: Victoria, Caroline, Isabella, Randall, Kathy, Samantha, Corey, and Cherese. The slide footer reads 'Confidential | 3.'
  • A presentation slide titled 'As a business grows, the CEO's roles can change dramatically,' showing different levels of CEO roles and responsibilities based on company revenue, with a photo of three people in a business meeting.
  • Slide titled 'Executive Summary' showing five points about the Near Prime segment's financial challenges, with the Southeast National Bank logo at the bottom.
  • Smiling Black woman in sleeveless black top and pink earrings in a classroom or conference setting, with a presentation slide displayed next to her about investment growth among women.
  • Table showing participants ranking features when considering a HELOC from a lender, categorized into top 3 and bottom 3 features for rate-sensitive borrowers, convenience seekers, and financial planners.
  • Screenshot of a presentation slide titled 'Insight 2' with a video thumbnail featuring a woman with curly hair. The slide discusses the disconnect between consumer perceptions and actual behavior in financial habits, highlighting limited financial knowledge, desire for better financial education, and financial trouble due to external circumstances. The Southeast National Bank logo is at the bottom, and the slide is marked confidential.
  • Slide titled 'Focus on tailored and responsive communication' with two columns of text. The left column discusses aligning messaging with customer needs, highlighting the importance of tailored messaging and discouragement from generic messages. The right column emphasizes responding faster than competitors, mentioning that quick communication builds trust and influences purchasing decisions. The slide is branded 'Southeast National Bank' and marked 'Confidential' at the bottom.
  • Slide from a presentation showing a video thumbnail of a woman named Cherese M. talking, with details about a financial topic regarding borrower motivation driven by monthly relief instead of long-term savings; includes session information and date.
  • Slide presentation titled 'Life as a CEO' showing a person working at a desk with architectural plans, a laptop, a smartphone, and office supplies. Text highlights include 'I do everything, then learn to delegate,' 'Hiring becomes about culture, not just skills,' and 'I have to make big calls with limited info.'
  • Slide titled 'HSA knowledge gaps undermine financial wellness potential.' Contains bullet points about confusion surrounding HSA contributions and usage, a quote from Joseph about misconceptions of HSAs, and a speech bubble icon. The slide number is 27 at the bottom right.
  • Slide with title 'There are opportunities to brainstorm communication tactics to portray clarity and care', divided into three columns titled Avoid, Better, and Perhaps, with example phrases for each category, and a yellow footer labeled 'Confidential | 18'.
  • A slide showing two bar charts. The left chart illustrates the age distribution of businesses in the U.S. by revenue, with categories ranging from $1-2.9M to $10-20M, indicating most are 5+ years old. The right chart displays the distribution of businesses by number of employees ($500K-20M revenue), comparing overall market and Southeast National Bank, indicating most have 10-49 employees and are 5+ years old.
  • Cover page of a report titled "Co-Branded Retail Card Acquisition" with a photo of two women shopping, carrying multiple shopping bags, inside a retail store.
People in a meeting room with laptops, a woman presenting in front of a whiteboard with sticky notes.

Use our Insights & Action Report to:

• Inform decisions and get buy-in from clients and stakeholders

• Socialize insights with C-Suite leadership

• Familiarize associates with customer personas 

• Complement your quantitative research by giving voice to your findings

Already have a report written?

We can enhance its impact with a polished design to make sure the visuals do justice to the insights (our company was spun out of a creative agency, after all).

Already have video footage? 

One of our in-house editors can create powerful highlight reels to support your findings.

Know exactly which clips you want? Just give us the timecodes from the footage and we can pull it all together for you. We can share a template we’ve developed to make the process easier.

Insights & Action Report

You’ll get a research report that pairs learnings with video highlights, plus recommended next steps. It’s branded to your company and fully-editable, so you can socialize it immediately.

Design support

We have graphic designers on staff who design the Insights & Action Reports, and who can help develop or edit your visual research stimuli.

Unless otherwise requested, your report is stored privately on Google Drive, where it’s fully editable and accessible to you and your team.

Quick turn-around

Your Insights & Action Report is delivered two weeks after the final research session, so you can make recommendations internally and take action quickly.