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operations

Relationship Velocity

operations

Relationship Velocity

services offered

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new product design & development

One Great Idea Can Change Everything

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technology evaluation & search

Turnkey Structure RFPs with Historical Database

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infrastructure modernization

Comprehensive Digital Transformation

success stories

Conducted a marketing operations assessment and a new vendor expansion search initiative. Turned static web banners into smart web banners. Resulted in a 464% increase in digital exposures and a 371% increase in digital product sales.


A new product line was needed to retain current clients and attract new ones. Our assessment uncovered 13 new opportunities, where management prioritized and piloted its first selection. The first new product line increased its revenue by 39% after the fourth year.


#7 A wealth management technology company needed marketing and business development support. Outsourced 100% of marketing and sales resulting in 200% increase in revenues in the first year, 100% in the second year - ROI 200%.





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