Built from ground zero. With a behavioral monetization model in place and with purpose for higher financial resilience of their customers.

Results. A New behavioral monetization model was introduced as a business value proposition and for expanding the business capacity of the organization. Leaders embraced a new behavioral set of tools to find additional resources in promoting customers’ financial resilience. They monetized new customer behaviors with effectiveness, encouraging further investments. Individual investments increased at down-market, and clients experienced a more optimistic outlook on overall financial well-being. New services, new subscribers, and new revenue streams were added.
Deliverables. New behavioral + brand strategy. Design of brand identity system + brand story-telling Mosness. Website design with digital properties. Discovery design workshops for leadership team. Leadership behavior training manual. ​​​​​​​