FEATURED CASE STUDIES

We launched Saifr®, a SaaS business using AI to help create compliant, on-brand content more efficiently

We launched CatchlightSM, an AI-powered software to help financial advisors grow their business

We launched ESG Pro®, an end-to-end ESG investing solution for financial advisors

We introduced continual deployment, enabling daily production releases to our customers

We built a fresh approach for achieving savings goals

We built secure storage for life’s most important documents

We created guidance for helping find the right Medicare plan

We launched a program to help grads tackle student debt

We launched pre-college planning for families

We created a tool to help ease the burden of estate planning

We introduced design thinking to the firm

We designed training for associates transitioning into tech roles