Our financial service clients include investors, wealth management advisors, insurers, consultants, and software firms.
Case Examples
For a financial services software firm, researched and identified product opportunity that enabled client to penetrate a new market, sign up 25 major financial institutions as clients, and increase revenue by generate more than $9 million in incremental revenue.
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For New England’s first consumer-directed health plan, coordinated market launch and raised awareness of the company using a combination of marketing programs including press releases, customer case studies, testimonials, and direct marketing to employers and their insurance brokers.  Company is now the market leader in northern New England.

 
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"
In the business plan screening process, Barbara Bix brings an ability to quickly study and assess a market and a market strategy and suggest concrete steps to bring the strategy or assessment to a higher, more sophisticated level. She also has an uncanny ability to find exactly the right source of information or person in a due diligence process that can eliminate hours or days of wasted effort."
Mark Duffy
Managing Partner

The Seed Fund
 

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