Retirement Industry Transformation & Innovation
Our client wanted to better understand technology transformation in the retirement industry, specifically what companies have done, what roadblocks they encountered, and what their learnings were. The objective was to explore plan sponsors’ views on various recordkeepers’ benefits, drawbacks, innovations, and overall market success.
Venture Capital Program for Fortune 500 Venture Studio
How we helped this Fortune 500 company launch a venture capital program and source over 3,000 investment opportunities in just 6 months
Anti-Money Laundering Technology Assessment
How we helped this international financial institution develop its technology strategy in anti-money-laundering
Digitization and Generative AI in Direct Sales
How we helped this insurance company enhance direct sales operations using Generative AI
Technology Investments in Global Capital Markets
How we helped this financial services firm uncover hidden trends and investments reshaping technology in capital markets globally
Cap Table Restructuring for Seed Stage Startup
How we helped this marketplace startup avoid filing bankruptcy by renegotiating with investors
Market Sizing and Growth Strategy for Medical Device Startup
How we helped this med-tech startup unlock a $10B market for data-driven insights in pulmonary care