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UPSTACK on Empowering Businesses with Strategic Tech Advisory and Innovation

January 5, 2026
in DeFi
Reading Time: 2 mins read
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Companies right this moment are confronted with a dizzying array of choices in relation to digital modernization and embracing technological innovation. Resolution-making in relation to know-how funding is commonly gradual, and the prices incurred when these investments don’t work out as deliberate might be painfully excessive. Poor answer decisions have resulted in failure charges of as much as 75%, in keeping with some estimates, and even these investments that do succeed typically include hefty value tags that may put a drag on revenues.

To be taught what corporations within the monetary companies area can do to make higher know-how decisions, I caught up with Charlie Day, SVP, Gross sales and Advisory, at UPSTACK, at FinovateFall 2025 earlier this 12 months. UPSTACK is a know-how advisory platform that helps companies cut back prices, speed up deployment, and simplify IT decision-making. The corporate gives vendor-agnostic experience, with suggestions powered by each AI and UPSTACK’s vendor expertise, all knowledgeable by the agency’s proprietary dataset.

On this dialog, Day explains how UPSTACK combines a deal with long-term relationships, human experience, and AI-powered insights to drive enterprise success and assist corporations obtain their targets in an ever-evolving know-how panorama.

Technological advisory has actually shifted into extra of a strategic relationship. It’s not nearly a transaction, an occasion, or a sale, however a real, long-term relationship past the know-how alternative. We combine the know-how experience we’ve got with advertising insights—all the pieces from pricing to integration capabilities to how sure choices will combine into their general IT panorama—to make sure that our clients are making not solely the suitable resolution in a brief snapshot in time, but in addition what’s going to maintain them attaining their targets over the long run.

Charlie Day brings greater than 20 years of expertise in enterprise gross sales and strategic partnerships. He has held management roles at 8×8, RingCentral, Oracle, and AT&T. Day has enterprise levels from the College of New Hampshire and Southern New Hampshire College.

UPSTACK is a vendor-neutral, full-service know-how brokerage. Based in 2017 and headquartered in New York Metropolis, the corporate offers professional advisory and execution companies to assist companies make smarter know-how selections. UPSTACK works with corporations throughout the whole know-how panorama, together with colocation, cloud, connectivity, networking, cybersecurity, AI, and extra. With greater than 60 clients within the Fortune 1000, UPSTACK not too long ago acquired Breakwater Cloud Advisors, a CX consultancy specializing in touch heart modernization, automation, and AI transformation. Christopher Trapp is UPSTACK’s Founder and CEO.

Photograph by Sonja Langford on Unsplash


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Tags: AdvisoryBusinessesEmpoweringInnovationStrategictechUPSTACK
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