Co-creating MPACT, a generative tool to create project-specific, behavior-based personas that significantly reduces time spent building personas. Our team utilized hundreds of hours of prior research to determine the most relevant personality traits that affect how people manage their health and personal finance, leading to persona-building kits specific to these industries. Download a free version here. See more and download.
Crafting a revolutionary employee benefits management platform that transforms the traditional marketplace leading to differentiation, and new revenue streams. Redefined how a fragmented health ecosystem could be consolidated to create lower costs, better health outcomes, and maximum utilization of benefits, all with the smart use of data and behavioral science. Enabled socialization of concept to executives to influence the next decade of strategic focus for this Fortune 500 company.
Designing a world class personal finance service experience, spanning multiple digital and human engagement offerings. Began with an inventory and audit, looking at the range of tools, advice, and information currently available, and understood customer needs through in-depth 1-on-1 interviews. Visualized complex systems and developed future strategy that reinvented the use of behavioral science, organization structure, digital systems and core value proposition. Supported client team in socializing envisioned strategy to leadership and get buy in across business units for investment needed to implement.