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

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

Marketing Campaigns
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





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