Select case studies

$2T Wealth Manager – Digital Client Acquisition Strategy

A top U.S. wealth manager with $2T in assets was struggling to attract new high-value clients through digital channels. Engaged by the CMO and Head of Digital, we designed a customer acquisition strategy focused on personalization at scale. I led a global cross-functional team of 150 to implement high-impact engagement experiments. This effort resulted in onboarding 12,000 new clients and $1.2B in net new AUM, validating a $1B+ digital attraction business case.

$140B Drugstore Chain – Customer Segmentation & Cross-Sell Uplift

The CMO of a $140B U.S. drugstore chain sought to revamp its marketing approach across a 100M+ customer base. We led the development of a new segmentation model to prioritize high-value audiences and built omni-channel personalization engines tailored to each segment’s behaviors. This approach drove a 20%+ lift in cross-sell performance across targeted categories, with foundational data assets that reshaped enterprise CRM strategy.

Large U.S. Pharma Conglomerate – Intelligent Automation at Scale

The CFO of a $660M cost center at a large U.S. pharmaceutical firm needed to unlock operating leverage across finance, compliance, and back-office teams. We identified and rapidly deployed over 50 GenAI-enabled automation use cases across 20+ divisions, 75 global regions, and 500+ legal entities. The initiative delivered $120M in OpEx savings within six months, demonstrating the strategic power of AI to streamline complexity at scale.

World’s Largest Jewelry Retailer – AI-Enabled Marketing Transformation

The CEO and CMO of the world’s largest jewelry retailer faced double-digit revenue declines and a fragmented marketing model. We crafted a customer-centric marketing strategy and stood up agile GenAI-assisted content and campaign pods to accelerate speed-to-market and relevance. The initiative delivered $100M in incremental revenue—despite the overall business shrinking 20%—by transforming how the brand engaged customers across channels.

$90B Home Improvement Retailer – Personalization Strategy & Operating Model

A $90B home improvement retailer’s CEO was evaluating a $10B personalization opportunity but lacked a testable path forward. We formulated the investment case, then launched and operationalized five customer segment–centric pods to test and scale engagement strategies. I directly mobilized the team and drove executive alignment across marketing, tech, and analytics. The effort generated $140M in incremental revenue within 9 months, while laying the foundation for a new operating model.