A Disciplined, Objective-Based Approach

Through years of experience, we have developed a disciplined research approach that is applied to every engagement. It all starts by understanding our clients’ objectives so that we can tailor the process to their needs.

STAGE 1

Specific client objectives and target demographics determine appropriate research strategy, including whether data will be collected using surveys or interviews (or both).

Business Model
Target Population
Research Objectives

STAGE 2

Project may incorporate a combination of approaches. In-depth interviews are conducted by executive interviewers who are able to capture explicit and implicit opinions.

Qualitative
Quantitative

STAGE 3

Comprehensive findings are analyzed within industry context to identify key drivers. Our analysis also includes comparative findings against Chatham’s own benchmark data.

Key Drivers
Benchmarks
Industry Context

STAGE 4

Final reports include actionable insights, candid feedback and implications to help focus improvement efforts. Clients receive all source data and transcripts to incorporate into existing systems.

Comprehensive Reporting
Management Dashboards
Source Data & Transcripts

At the heart of all core and custom projects is our robust research philosophy, including quantitative and qualitative methodologies through surveys and or in-depth interviews. Conducted by our team of executive interviewers who have years of financial services experience, these conversations uncover perceptions that often lie well below the surface.

Through the analysis of data and insights collected, we can tell what is driving perceptions and decisions. Because we have been doing this for more than 25 years, we have gathered a wealth of industry data to discern patterns and trends, which enable us to establish and utilize proprietary benchmarks to better understand opportunities to improve versus the competition.