Perspective 1

Customer Well-being

A woman on a sales call trying to sell the services
Intro
In the post-pandemic world, customer well-being has taken on heightened importance, becoming a new dimension companies need to consider when creating customer-facing products and services.

By reframing customer support as customer care and well-being, we’ve enabled B2B providers to unlock innovation that drives enduring loyalty and shareholder value.

Three pillars for customer well-being:

Undiluted care at scale
1

Undiluted care at scale

As companies rapidly scale, new business models and delivery channels demand internal efficiency. However, as large teams branch into smaller functional areas (like customer support, success, and renewal), organizations often suffer from fragmentation and silos. When scaling up, great care must be taken to avoid compromising the quality of service – particularly within the realms of pre- and post-sales customer support. The solution? An adept balance of high-tech and high-touch care.

2

High-tech customer tools

Helping customers help themselves is the first step in driving efficiency. In fact, we've discovered that empowering, self-guided solutions are often what customers seek out first. A solid, high-tech solution that prevents the need for more involved customer support not only increases customer satisfaction and loyalty – it also gives your teams the time they need to operate more efficiently.

From providers to partners
Industry knowledge: a new currency
3

High-touch care interface

When customers have a need for help beyond high-tech tools, they need a fluid transition to support that meets them where they are. A unified support interface reduces friction and frustration across touchpoints. Not only does this drive customer loyalty and business value - it turns an often aggravating customer experience into an opportunity to delight.

image of selection of the cloud services
The Big Opportunity

How might we reimagine and scale a post-sales customer success organization that effectively drives internal efficiencies while delivering personalized & loyalty-creating value to customers?

Want to collaborate in this field?

Let’s continue this conversation and explore the measurable impact solving this can have on growth, retention, and shareholder value in your business.
Perspective 2

Employee Well-being

man kissing his child at home
Intro
Of the many challenges the pandemic triggered for employers, talent acquisition and retention rose to the top. Similarly, employees were faced with the challenge of effectively engaging and growing their skillsets despite the accelerated digitization of our lives. Now, it’s become critical to not only attract the right talent, but also to build systems that can optimize their collaboration, production, growth opportunities, and retention in a work-from-anywhere world.

We’ve uncovered an optimal approach to designing for employee well-being – one that keeps passionate engagement and employee growth at its core.

Three pillars for customer-wellbeing:

1

Care through Benefits Engagement

Imperative
  • Employees thrive when they can act on their goals with autonomy and agency. Rather than spoon-feeding them perks and conveniences, true employee care means empowering people to achieve their own goals frictionlessly.

  • Constantly offering more benefits isn’t realistic. Instead, we’ve reimagined ways to provision existing benefits for enhanced discoverability and employee engagement.

Care through Benefits Engagement
Burning question

How do we enable employees to discover and use their relevant benefits during the moments that matter most?

Key principles
  • Leverage the power of employee's life moments as anchor points to serve them relevant benefits in a relatable manner.

  • Use appropriate channels, communities and conversations to bring awareness to benefits in a culturally relevant way.

  • Close the intent-action gap, and drive the best value, by creating a frictionless experience for discovering and leaning on benefits.

A woman in the library looking into the distance
The Big Opportunity

How might we move beyond standard talent acquisition to frame a new approach that drives employee well-being through learning, equity, and benefits engagement?

2

Growth through Learning & Development

Imperative
  • As roles and jobs continuously evolve, constant upskilling and reskilling is now a must-have for companies to retain their employees.

  • Employees' personal growth is a key contributor to well-being and drives retention.

  • A robust learning and development program is a key imperative in this ever-changing world.

Growth through Learning & Development
Burning question

How do we empower employees to fulfill their personal trajectory of growth in a way that is closely attuned to the needs of the company?

Key principles
  • Provide a digital high-tech, high-touch platform that encourages employees to learn and grow by pairing their personal aspirations to available mentorship.

  • Make growth opportunities more discoverable through codified mentorship and peer-matching programs.

  • Enable transparent access and agency to choose opportunities that can expand employee horizons.

A car presented in a virtual reality setting
The Big Opportunity

How might we go beyond standard talent acquisition to frame a new approach that drives employee well-being through an increase in learning, equity, and benefits engagement?

3

Equity through Inclusive-Hybrid-Working

Imperative
  • Remote work has introduced new space and time constraints that impact how well employees are able to collaborate.

  • Employees want to meaningfully influence change, cultivate leadership savviness and feel heard, wherever they’re working from.

  • Teams need to be able to strengthen their communication and champion their ideas, whether or not they’re in person.

Equity through Inclusive-Hybrid-Working
Burning question

How do we foster equity for employees, while balancing their needs for both individual authenticity and communal belonging?

Key principles
  • Empower employees in the hybrid workplace by making them the hero.

  • Increase equity and alleviating fear of missing out by championing their contributions.

  • Introduce new digital tools, both software and hardware, that help the user shine rather than the technology.

A team in a meeting in a hybrid environment. Most of the team is in the office, while a woman is presenting from a distance
The Big Opportunity

How might we go beyond standard talent acquisition to frame a new approach that drives employee well-being through an increase in learning, equity, and benefits engagement?

01

Care through Benefits Engagement

accordion arrow icon
Imperative
  • Employees thrive when they can act on their goals with autonomy and agency. Rather than spoon-feeding them perks and conveniences, true employee care means empowering people to achieve their own goals frictionlessly.

  • Constantly offering more benefits isn’t realistic. Instead, we’ve reimagined ways to provision existing benefits for enhanced discoverability and employee engagement.

Care through Benefits Engagement
Burning question

How do we enable employees to discover and use their relevant benefits during the moments that matter most?

Key principles
  • Leverage the power of employee's life moments as anchor points to serve them relevant benefits in a relatable manner.

  • Use appropriate channels, communities and conversations to bring awareness to benefits in a culturally relevant way.

  • Close the intent-action gap, and drive the best value, by creating a frictionless experience for discovering and leaning on benefits.

A woman in the library looking into the distance
02

Growth through Learning & Development

accordion arrow icon
Imperative
  • As roles and jobs continuously evolve, constant upskilling and reskilling is now a must-have for companies to retain their employees.

  • Employees' personal growth is a key contributor to well-being and drives retention.

  • A robust learning and development program is a key imperative in this ever-changing world.

Growth through Learning & Development
Burning question

How do we empower employees to fulfill their personal trajectory of growth in a way that is closely attuned to the needs of the company?

Key principles
  • Provide a digital high-tech, high-touch platform that encourages employees to learn and grow by pairing their personal aspirations to available mentorship.

  • Make growth opportunities more discoverable through codified mentorship and peer-matching programs.

  • Enable transparent access and agency to choose opportunities that can expand employee horizons.

A car presented in a virtual reality setting
03

Equity through Inclusive Hybrid Work

accordion arrow icon
Imperative
  • Remote work has introduced new space and time constraints that impact how well employees are able to collaborate.

  • Employees want to meaningfully influence change, cultivate leadership savviness and feel heard, wherever they’re working from.

  • Teams need to be able to strengthen their communication and champion their ideas, whether or not they’re in person.

Equity through Inclusive-Hybrid-Working
Burning question

How do we foster equity for employees, while balancing their needs for both individual authenticity and communal belonging?

Key principles
  • Empower employees in the hybrid workplace by making them the hero.

  • Increase equity and alleviating fear of missing out by championing their contributions.

  • Introduce new digital tools, both software and hardware, that help the user shine rather than the technology.

A team in a meeting in a hybrid environment. Most of the team is in the office, while a woman is presenting from a distance
The Big Opportunity

How might we go beyond standard talent acquisition to frame a new approach that drives employee well-being through an increase in learning, equity, and benefits engagement?

Want to collaborate
in this field?

Let’s continue this conversation and explore the measurable impact solving this can have on growth, retention, and shareholder value in your business.
Perspective 3

Financial Well-being

App for your financial well being
Intro
Today, the financial planning industry is stacked heavily toward those who’ve already built up a certain degree of wealth. By overlooking the people that haven’t had a chance to build up their finances yet, this misses one of the biggest opportunities to build financial well-being: the power of starting early, even if that means starting small.

We’ve developed an award-winning product platform for financial well-being that industry innovators can implement to make finance more democratic and equitable.

Three pillars for financial well-being:

Bring future forward democratically
1

Bring democracy to finance

Structural barriers in the U.S. have created profound racial and gender inequities, resulting in significant economic imbalances – particularly for women and people of color. Lack of equal access to financial education resources only serves to widen this gap. With our platform, we can address key drivers of the racial and gender wealth divide.

2

Leverage moments that matter

People’s lives can be defined by key moments: welcoming a new child, buying a home, retiring. By meeting people in these moments, we can tap into their receptivity to learn and take new financial steps reach their goals. Our approach fosters financial well-being by meeting people where they’re at and helping them build financial savviness, rather than solely providing financial literacy like most other Fintech apps.

Leverage moments that matter
Seamless frictionless experience that nudges users to close intent/action gap
3

Nudge users to close the intent/action gap

Our frictionless digital experiences, built on powerful nudging principles, help users overcome the fear of the unknown, decipher jargon, and alleviate their figure-it-out financial fatigue while reaching their goals. Subsequently, through our personalized digital platforms, we can celebrate the small life victories, which consistently reinforces and builds financial well-being.

A woman stopping to observe her surroundings in the forrest while riding a bike with her partner
The Big Opportunity

How might we design a frictionless, scalable digital platform to make financial well-being more democratic and equitable?

Want to collaborate
in this field?

Let’s continue this conversation and explore the measurable impact solving this can have on growth, retention, and shareholder value in your business.
Perspective 4

Health & Well-being

girl looking trough the binoculars into the distance while her grandma and mom observe her. The family is hiking in the mountains
Intro
The healthcare industry is seeing a fundamental shift from cure to prevention. This shift marks a clear distinction between the cure that starts at the hospital, and the sustained healing that happens at home. As the chain of care extends into homes, ensuring caregivers can provision care with compassion becomes key to improving client health and reducing caregiver burnout.

We’ve created a platform for health & well-being that puts control into the hands of caregivers, clients, and office staff, reducing compassion fatigue and fostering improved client healing at home.

Three pillars for holistic well-being:

Meet Users Where They’re At on the Health to Wellness Continuum
1

Meet users where they’re at on the health-to-wellness continuum

Everyone’s health & wellness journey looks different. Despite those differences, there exists a shared continuum, balanced between two core desires: freedom from health episodes, and freedom to live life to the fullest. A successful healthcare experience should recognize this and meet people where they’re at on this continuum.

Whether it’s an in-home healthcare experience or a wearable exercise app, users expect personalized feedback when it comes to their health. This experience should acknowledge what they want “freedom from” (like an accident, pandemic weight gain, or hereditary disease) and adapt to their unique needs. This motivates them on their journey towards living life to the fullest.

2

Empower Autonomy & Control with High-Tech, High-Touch

When users are able to grow a sense of autonomy & control over their lives, healing can happen at home. The key to making this happen is a high-tech, high-touch approach that empowers them to take control.

High-tech, high-touch elements provide powerful nudges toward personalized recommendations, while allowing users to maintain full agency over their choices. Connecting their personal wellness stories with compelling data can serve to further motivate and empower users to keep taking steps to improve their health and wellness.

Empower Autonomy & Control with High-Tech, High-Touch
Reward them with the Intangibles
3

Reward them with the intangibles

The path to wellness isn’t always easy or straightforward. By putting a spotlight on progress, users can feel a sense of achievement that continually motivates their healing. In this reward cycle, community bonds are far stronger than competition. Fostering a shared sense of kinship with others on the health-to-wellness continuum makes it easier to reach wellness goals.

The Big Opportunity

How might we design a frictionless digital experience to improve preventative healthcare & in-home healing, while driving loyalty and subscription?

Want to collaborate in this field?

Let’s continue this conversation and explore the measurable impact solving this can have on growth, retention, and shareholder value in your business.

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