Areas of Focus & Specialties
Our broad experience across many industries and challenges gives us a distinct viewpoint that we bring to every client interaction.
Healthcare
Payors
We have extensive experience in the payor ecosystem, particularly within the Medicare, Medicaid, and PACE programs. Our work encompasses everything from member acquisition during AEP cycles to developing engagement programs that enhance overall brand equity. We excel at driving results in areas like Stars, CAHPS, HOS, and call center ratings while embedding sustainable operating rhythms that ensure consistent performance and high member retention.
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We specialize in gamified staff training programs that create a superior Total Member Experience, going beyond traditional consumer-facing approaches. Our data-centric methods leverage AI and machine learning to develop targeted member cohorts, using behavioral science to drive positive outcomes. Additionally, we know how to build strong relationships with key provider offices, positively influencing plan membership.
Providers
We work with a variety of healthcare providers, from small offices to large health systems. In smaller offices, we focus on improving efficiencies, enhancing patient experiences, and boosting care engagement. For large systems, we prioritize the patient experience within the physical plant and attracting new patients, while managing marketing competition through transparent, business-led operating rhythms.
Pharma & Rx
Our team has supported pharmaceutical companies through post-FDA approval drug launches, as well as leading communications and PR programs for specific drugs. We also have expertise working with PBMs, handling strategic programs and overseeing formulary transitions. Furthermore, we excel in developing inbound and outbound live call programs that utilize pharmacists and pharmacy techs effectively.
Vendors & Health-Tech
Our collaboration with vendors and health-tech companies covers a broad spectrum—from B2B go-to-market strategies to leading cross-functional teams. We focus on achieving strategic directives and improving program outcomes by leveraging external resources.
Fin-Tech & Financial Services
With over two decades of experience, we have held leadership roles at companies like Thomson Reuters, Liquidnet, and Axioma. Our expertise spans go-to-market strategies, investor relations, market data services, product launches, and more. We are well-versed in areas including:
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Go-to-market
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Public Relations, Investor Communications
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All aspects of real time market data and information services
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Product development and launch strategy
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Buy side portfolio and fund construction and liquidity
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Block chain, exchanges, and marketplaces
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Global Account Management
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S1 authorship and IPO road shows
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Strategic investing in early through mezzanine stages and roll-up and M&A
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Public company cor-acts e.g. proxies, etc.
Media, Content, & Communities
Having spent more than 20 years with Reuters News, we have gained extensive knowledge in media, content strategy, and digital transactions. We led the launch of Reuters Messaging, growing it to over 100,000 users in just one year. Additionally, we have applied our community-building expertise in nonprofit spaces, developing digital platforms for autism and cancer-related organizations.
Leadership & Staff Training
Leadership and staff training are core aspects of what we do. Whether through experiential programs like sailing or car racing, or through traditional workshops, we design custom training to help teams meet their leadership goals. We have also developed staff development programs that include pre- and post-assessments, ensuring teams improve their communication and collaborative skills.
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For organizations pursuing Total Experience (TX), we design gamified, year-long training programs that engage and train staff across silos, ensuring the entire organization—not just the consumer-facing teams—delivers on the brand promise.
