D2C, B2C, & B2B Product & Marketing

• Launching • Showcasing • Growing • Automating • world-class products and brands

• Launch / Go-to-Market (GTM) • CX • Marketing • Product Marketing • Product Management • A.I. • Growth Product Management • Adoption • Monetization • Positioning • Content • Copywriting •  Storytelling • Strategy • Psychology & Human Behavior • eCommerce • SaaS • FinTech • Payments • Digital • Mobile • & more

CAMPAIGN: Can’t Stop
Brand, Brand Marketing, Brand Positioning, Brand Strategy, Campaigns, Commercials, Content Marketing, Copywriting, Digital Marketing, Go-to-Market (GTM), Launch, Product Marketing, Storytelling, Social Media, Strategy, Taglines, Videos, Positioning / USP & Value Propositions Bloom Well Brand, Brand Marketing, Brand Positioning, Brand Strategy, Campaigns, Commercials, Content Marketing, Copywriting, Digital Marketing, Go-to-Market (GTM), Launch, Product Marketing, Storytelling, Social Media, Strategy, Taglines, Videos, Positioning / USP & Value Propositions Bloom Well

CAMPAIGN: Can’t Stop

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The most advanced and widely-used A.I. Virtual Financial Assistant
0-1, Artificial Intelligence (A.I.), Brand, Brand Marketing, Campaigns, Commercials, Content, Copywriting, Digital Marketing, Go-to-Market (GTM), Growth / Adoption, Launch, Positioning / USP & Value Propositions, Product Marketing, Social Media, Strategy, Taglines, Videos, FinTech, Product Management Bloom Well 0-1, Artificial Intelligence (A.I.), Brand, Brand Marketing, Campaigns, Commercials, Content, Copywriting, Digital Marketing, Go-to-Market (GTM), Growth / Adoption, Launch, Positioning / USP & Value Propositions, Product Marketing, Social Media, Strategy, Taglines, Videos, FinTech, Product Management Bloom Well

The most advanced and widely-used A.I. Virtual Financial Assistant

The 1st widely used, most advanced, and award-winning A.I. virtual assistant for finance — ramping from 0 to 33M customers; driving 300M+ yearly customer interactions, and $175M in cost savings

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The smartest, industry-leading Matchmaking app
0-1, Brand Marketing, Brand Positioning, Campaigns, Commercials, Copywriting, Go-to-Market (GTM), Growth / Adoption, Launch, Product Marketing, Research / Insights, Social Media, Strategy, Taglines, Videos, Positioning / USP & Value Propositions, FinTech Bloom Well 0-1, Brand Marketing, Brand Positioning, Campaigns, Commercials, Copywriting, Go-to-Market (GTM), Growth / Adoption, Launch, Product Marketing, Research / Insights, Social Media, Strategy, Taglines, Videos, Positioning / USP & Value Propositions, FinTech Bloom Well

The smartest, industry-leading Matchmaking app

The 1st of its kind match-making app to help people easily find the best financial advisor in 3 easy steps in a guided digital tool — 94% of users are ‘extremely happy’ with their match, 100% increase in digital leads year-over-year and over $20M+ to added to user accounts

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The first-of-its-kind, personalized, A.I.-powered way to track and reach goals
0-1, Campaigns, Commercials, Content, Copywriting, Go-to-Market (GTM), Growth / Adoption, Launch, Product Marketing, Social Media, Videos, FinTech, Positioning / USP & Value Propositions, Artificial Intelligence (A.I.) Bloom Well 0-1, Campaigns, Commercials, Content, Copywriting, Go-to-Market (GTM), Growth / Adoption, Launch, Product Marketing, Social Media, Videos, FinTech, Positioning / USP & Value Propositions, Artificial Intelligence (A.I.) Bloom Well

The first-of-its-kind, personalized, A.I.-powered way to track and reach goals

a first-of-its-kind, A.I.-powered personalized digital experience that enables users to set, track, and reach goals based on their life priorities — helped ramped from 0 to 10M users, drove 2.3M+ leads generated, and users have added $55B to their accounts

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One of the coolest keepsake magazines for creators and creatives
Strategy, Co-Founder & CEO, Creative Direction, Storytelling, Content, Brand, Brand Marketing, Brand Positioning, Brand Strategy, Campaigns, Advertising, Media, Social Media, Go-to-Market (GTM), Launch, Content Marketing, Copywriting, 0-1, Positioning / USP & Value Propositions Bloom Well Strategy, Co-Founder & CEO, Creative Direction, Storytelling, Content, Brand, Brand Marketing, Brand Positioning, Brand Strategy, Campaigns, Advertising, Media, Social Media, Go-to-Market (GTM), Launch, Content Marketing, Copywriting, 0-1, Positioning / USP & Value Propositions Bloom Well

One of the coolest keepsake magazines for creators and creatives

a keepsake publication highlighting, connecting, and helping the monetization of emerging creatives across 4 core tenets: art, design, culture, and fashion — 100% sold out worldwide each launch; 300% increase in creator/SMB revenue; 30+ partnerships created *Co-founder and CEO

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Marketing Campaigns
0-1, 1-N, Brand, Brand Marketing, Brand Positioning, Brand Strategy, Campaigns, Commercials, Content, Content Marketing, Copywriting, Digital Marketing, Go-to-Market (GTM), Growth / Adoption, Launch, Lifecycle, Product Marketing, Product Management, Rebrand, Research / Insights, Storytelling, Social Media, Strategy, Taglines, Videos Bloom Well 0-1, 1-N, Brand, Brand Marketing, Brand Positioning, Brand Strategy, Campaigns, Commercials, Content, Content Marketing, Copywriting, Digital Marketing, Go-to-Market (GTM), Growth / Adoption, Launch, Lifecycle, Product Marketing, Product Management, Rebrand, Research / Insights, Storytelling, Social Media, Strategy, Taglines, Videos Bloom Well

Marketing Campaigns

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Personalized, micro-education content platform
Program Management, Content, Storytelling, 0-1, Content Marketing, Go-to-Market (GTM), Strategy, GTM / Product Marketing Bloom Well Program Management, Content, Storytelling, 0-1, Content Marketing, Go-to-Market (GTM), Strategy, GTM / Product Marketing Bloom Well

Personalized, micro-education content platform

a best-in-class financial education program offering content in multiple formats in bite-sized chunks, offered for free - launched online and mobile; 100M+ annual views; fully translated to Spanish; scaled: integrated across 20 products; expanded to 70 markets in person; and helped 1 in 4 customers increase their savings by at least 20%

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Improving Health & Wellness with gamification and bite-sized resources
Strategy, Program Management, Content, Storytelling, Health / Wellness, 0-1, Brand, Brand Marketing, Brand Strategy, Copywriting, Growth / Adoption Bloom Well Strategy, Program Management, Content, Storytelling, Health / Wellness, 0-1, Brand, Brand Marketing, Brand Strategy, Copywriting, Growth / Adoption Bloom Well

Improving Health & Wellness with gamification and bite-sized resources

a personalized omni-channel wellness program, with five mobile tour buses and multiple events, and a mobile app with gamification and bite-sized information — drove double-digit satisfaction increases, engagement increases, record growth and multiple Wellness awards.

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Additional

Partnership with Apple, for 42K custom, personalized iPhones in-store, in revamped Sales and CX Retail experience

Partnership with FinTech company for a White-labeled product into Fortune 500 digital experience

Co-Led national convention digital experience that ultimately let to nomination of a U.S. President

Award-winning Loyalty program - helped launch initially and scale and grow to 10M members and 99% retention

and many more impactful experiences

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Select Awards

#1 in Satisfaction with Digital Experiences (J.D. Power) • Innovation Award for Digital (Aite) • Impact Innovation Award for Digital Client Engagement (Celent) • Model awards for: Client Experience, Customer Engagement, and Emerging Tech (Celent) • Best in Class Program for Customer Loyalty, Customer Focus, Program Strategy (Loyalty 360) • Best Digital Initiative, USA by Banking Tech Awards • Graphis Platinum Award • Outstanding Customer Satisfaction for Financial Health Support by J.D. Power • Gold Winner for the Best Employers for Healthy Lifestyles Award • Start! Fit-Friendly Companies Innovation Award • CDHC Superstar Integrated Care: Wellness & Disease Management Award • #1 Overall Digital Experience by Forrester Research • Digital Innovation Award by MMI/Barron’s • Best in Class in both the mobile banking and online categories (Javelin) • and many more

Want to create, launch, grow or story-tell something different & impactful in the world?

We are currently: available for new projects.

Connect with us to get started or request additional info.

• leave big, bold, beautiful things in the world •