Featured Products

Welcome to the digital products and artifacts you need to successfully run your business listed in no particular order.

Skate Payments enables free, real time, e-cash money movements and ensures your business never pays a credit card processing fee ($) ever again.

Business Xelerator takes a use case (no matter how loose) and turns it into an immersive experience in 36 hours. Innovate Faster, Smarter

Vie Card is the world’s first credit card empowering consumers and business owners with access to their existing life insurance policy’s cash equivalency.

Skate Payments introduces the world’s first free C2C, C2B, & B2B real time payments application

Here Video Voicemail App

RedWave Campaign Management and Fundraising Reporting Platform

Plans Digital Goal Setting with Open Banking

Wave Systematic Wealth Management

Onboard Executive Global Charter Management for Large Scale or Tailored Logistic Needs

Waverly Business Management - Advance Your Business with the tools needed to successfully operate in a global marketplace

Surf Sites is an on-demand surf-spot experience that enables groms and professionals access to the most sought-after breaks.

Executive Insights with on-demand data and analytics across risk, credit, cashflows, and key performance indicators (KPIs)

Compass On-demand Data and Analytics

PROSPECTING USER INTERFACE

DELIVERABLES: Digital Strategy, User Experience Flatwires, Interaction Models, Algorithms, and Visual Design

SALESFORCE and DYNAMICS DOES NOT SOLVE YOUR BUSINESS DEVELOPMENT NEEDS, AND IT OFTEN HURTS THEM. teams need to know where to prioritize THEY ENERGY and efforts dynamically. PROSPECT CLEARLY SEPARATES LEADS FROM PROSPECTS and EMPOWERS BUSINESS DEVELOPMENT TEAMS to focus on New opportunity generation, while relationship management can concentrate on services existing clients.

THE LION’S SHARE OF EXPONENTIAL BUSINESS GROWTH COMES FROM NET-NEW RELATIONSHIPS.

EXECUTIVE COMMUNICATIONS

DELIVERABLES: Communications Strategy, Design Frameworks, Content, Cadence, and Voice

When the largest Financial institution in Asia with one of the strongest global brands asks for a communications strategy for their C-SUITE Executives for internal and client COmmuniqué…You don’t ask questions, you SIMPLY make it happen.

IF ONLY YOUR C-SUITE HAD THIS MUCH ENGAGEMENT.

INFORMED

DELIVERABLES: Digital Strategy & User Experience

Informed aggregated business intelligence and user-centric interface (UI) elevates your static CRM by tying in publically available insights and in-house data sources into your existing customers and newly targeted prospect. By offering a full-breadth of proprietary insights, information, and data across Executive Leadership, Company, Procurement, Strategy and Spend, Informed makes certain the intelligence you have on your customers is up to date and relevant.

THE CRM BAR HAS NOT BEEN RAISED, BUT RATHER COMPLETELY REDEFINED.

PLANS - DIGITAL GOAL SETTING

DELIVERABLES: Digital Strategy & User Experience

Lead, Prospects, and Clients are able to plan for monetary events and needs across social and structural goals and objectives. Whether retirement, university, wedding, taxes, paying down debt, a house purchase and/or dream holiday, USERS will be able to easily define goals based on their immediate and longer term plans.

The end to end mobile experience(s) for originating and tracking your goals, while ensuring you stay on track for the duration of your financial and social objectives. Plans break down each short-term or longer-term goals into actionable paths that tell you if you are on track or shooting for the stars.

MACHINE INTELLIGENCE

DELIVERABLES: Digital Strategy, Solution Architecture & User Interface

LEAD, PROSPECTS, AND CLIENTS can PLAN FOR ARTIFICIAL INTELLIGENCE OR MACHINE INTELLIGENCE IS A RAPIDLY DEVELOPING FIELD OF COMPUTER SCIENCE to add INTELLIGENT BEHAVIOR TO MACHINES. THE PRIMARY USE IS TO ALLOW APPLICATIONS TO UNDERSTAND, REASON, AND ENGAGE WITH HUMANS IN MORE NATURAL WAYS. IT’S ENABLED BY A SET OF TECHNIQUES THAT ALLOW COMPUTER SYSTEMS TO EXHIBIT BEHAVIOR LIKE LOGIC, LANGUAGE UNDERSTANDING, LEARNING, AND PROBLEM-SOLVING..

Results, Suggested Insights & Recommendations

SURFACE

DELIVERABLES: Digital Strategy, User Experience & Visual Design

The ability to trade cash, derivatives, spot, credit, swaps, commodities, real estate, and forwards on a universal trading platform and low latency API. Market participants will be empowered to engage the central limit order book via holistic user interface (UI) and/or a low-latency application protocol interface (API) for market making and/or market taking activities.

User Interface & API

BOUND

DELIVERABLES: Digital Strategy & End-to-End User Experience

Bound offers the global deal making community a collaborative and holistic workflow for formalizing business opportunities. The platform empowers your entire deal teams with a transparent and actionable solution that optimally aligns team members, communications, collaboration, pricing, compliance, and client facing presentations with the intelligent content needed to win the deal.

Systematic Content Management and Team Collaboration Platform

LIGHTHOUSE

DELIVERABLES: Business Strategy, User Experience Screens, and Visual Design

EVER SINCE THE PASSING OF THE CONSUMER PROTECTION ACT IN THE U.S., the ability to scale capital raises through technology has introduced alternative means of raising capital rather than having to go through the “Club”.

Prospecting, Reserve, Onboading, and Securitization

CREDIT SURVEILLANCE

DELIVERABLES: Business Strategy, 24 User Experience Screens, and 12 Visual Designed Screens

ISSUING CREDIT IS EASY, BUT FACILITATING THE REQUEST FROM EXISTING OR NET NEW CLIENTS IS A RATHER TRICKY BUSINESS. WE DEFINED A MEANS FOR UNDERWRITERS AND RISK MANAGERS TO HAVE A COMPLETE UNDERSTANDING OF THE ENTIRE PORTFOLIO UNDER A SINGLE USER INTERFACE THAT DRASTICALLY LOWERS THE SUBJECTIVE NATURE OF ISSUING AND MANAGING RISK.

Facility Analysis, Risk Management & Credit Issuance

JP MORGAN EXECUTIVE OFFSITE

DELIVERABLES: An intelligent Client Experience that takes the busy work out of highly repetitive and manual tasks.

Chat-bot feel like robots. Therefore, we took a more human-centric approach.

WAVERLY CAP

DELIVERABLES: End to end User Experience for systematic Capitalization Table Management across 46 Visual Designed Screens.

Equity and Convertible Debt Shareholder Management & Distribution Platform

STREAM

DELIVERABLES: Business Strategy, Digital Strategy, Algorithm Weightings/Calculations, 32 User Experience Screens, and 14 Visual Designed Screens

PNC ASKED FOR a “Digital REDEFINITION”, SO IN RETURN THEY GAINED A BUSINESS DEVELOPMENT, CONTENT MANAGEMENT, and PROSPECT PRIORITIZATION APPLICATION THAT WOULD TAKE THE BUSY WORK OUT OF QUALIFYING LEADS and DEPLOYING SALES EFFORT.

Business Development & Prospecting Prioritization

BLACKROCK

DELIVERABLES: Asset Management User Interface, 18 Visual Designed Screens, and an Augmented Reality Strategy for Risk Management and Trading Collaboration

THEY WANTED TO VISUALIZE RISK, SO THAT’S WHAT WE DELIVERED 

Asset Management & Data Visualization