Our client, a Fortune 500 industry leader, had big goals for expanding its business to a broader audience segment. We developed a solution that is non-intrusive, personalized for each practice, and results-oriented for office locations across nearly all 50 states.
To keep pace in a mobile-first world, our team designed a new mobile app, which provides their clients with instant access to accounts, data, and support services. As a result, it is reducing the burden on HealthEZ’s internal support resources and has enabled them to focus on growth through larger-scale strategic initiatives.
Through a fully-integrated marketing mix, we've been able to establish Bane O’Leary and an honest, transparent partner for the clients’ financial well-being and retirement goals—one that didn’t hide behind vague platitudes and jargon.
Recognizing that traditional industry practices were long overdue for disruption, we worked with their team to build a brand identity, digital footprint, and go-to-market model that embraced an advisor-first mindset and optimized the stakeholder experience.
