case studies

CashEdge® provides infrastructure that global financial institutions rely on to extend their online channels and enhance customer profitability. CashEdge delivers secure Online Money Movement and Advanced Account Aggregation platforms that power specialized retail banking and advisor applications. These proven solutions enable CashEdge's clients to create compelling online offerings that attract customers, generate revenues, and reduce costs. CashEdge serves top-tier financial institutions around the world including Vanguard, RBC Financial Group, CIBC, TD Canada Trust, Laurentian Bank, and Yahoo! Finance. CashEdge has offices in New York and Silicon Valley.

Creditek supports non-core order-to-cash financial functions such as, cash management, deduction/dispute resolution and accounts receivable. Unlike traditional revenue cycle outsourcing companies, Creditek works with organizations to map key business performance indicators such as cash flow, revenue, margins and backlog against financial revenue processes to optimize corporate value-creation opportunities. Founded in 1982, Creditek is one of the world's largest revenue cycle outsourcing firms, with $10 billion dollars in receivables of Fortune 1000 clients' under management.

E*Assist introduces a revolutionary way to integrate client management with compliance. E*Assist Advisor is a real-time compliance updating system as well as a state of the art client management tool.

Founded in 1943, EngenderHealth is a nonprofit organization that has been working internationally for more than 30 years to support and strengthen reproductive health services for women and men worldwide. Since its inception, its work has improved the health and lives of more than 100 million individuals in 90 countries.

GivingCapital, Inc. provides organizations with the capability to increase assets through the creation, distribution, and processing of complex wealth management products and services, including a donor-advised fund solution. GivingCapital's independent, online donor-advised fund program is the company's premier charitable giving product. The program offers financial service companies a comprehensive technology solution for providing a "private-labeled" giving program to their clients. GivingCapital provides the technology, processing, operations, and marketing expertise required to support a donor-advised fund. GivingCapital's partner, The National Philanthropic Trust, is the independent public charity qualified under IRS code section 501(c)3 that administers the donor-advised fund program and reviews all distributions from the fund.

HealthMarket is a privately held company offering fully insured benefit plans to employers as a competitive alternative to managed care. HealthMarket's Self Directed Health Plans are underwritten by its wholly owned subsidiary, American Travelers Assurance Company (ATAC). Founded in 2000 by healthcare industry veteran Stephen F. Wiggins, HealthMarket's vision is to give members and their doctors' control over spending and benefit decisions. A personal website and high-touch customer services are available that provide information tools to help members select providers and understand treatment options using comparative cost and quality metrics about physicians and hospitals. HealthMarket Savings Accounts, for routine and preventive care services, and HealthMarket SMARTFUNDSsm spending accounts, for individual procedures and conditions are groundbreaking plan features.

Michael Page International Michael Page International is a world leading recruitment consultancy, specializing in the placement of candidates in permanent, contract and temporary positions.Michael Page International employs over 4700 employees in 141 offices across 24 countries, including the UK, Continental Europe, Asia-Pacific and the Americas.

eMoneyAdvisor, Inc., is a provider of Wealth Management Solutions for comprehensive financial advisors. eMoney is a web-based integrated suite of financial planning, investment aggregation, and collaboration tools to enhance the relationships between clients and their advisors. The system also provides an advisors client's with their own financial homepage that provides an up-to-date picture of their wealth. The system is available to independent advisors or advisors of financial services companies. The platform is designed to seamlessly integrate with existing corporate web sites.

As a national nonprofit organization specializing in donor-advised funds, The National Philanthropic Trust (NPT) helps donors support charities throughout the country and in some cases the world with personalized service based on in-depth knowledge of philanthropy. NPT offers flexibility with the best tax advantages available for charitable giving, including the ability to accept unusual assets and transform them into many smaller cash gifts to charities. NPT receives and processes charitable contributions in all 50 states and currently manages over $340 million in charitable assets in more than 190 donor-advised funds and supporting organizations and has given nearly $19 million in grants to more than 1000 charities since its inception in 1996.

Pinstripe, Inc. designs, builds and manages large scale talent acquisition solutions. Based in Brookfield, Wisconsin, Pinstripe works with clients in a variety of industries including financial services, technology, telecommunications, and healthcare. Pinstripe's innovative approach to Recruitment Process Outsourcing (RPO) integrates sourcing, recruiting, hiring, on-boarding, and engagement into a complete, end-to-end outsourced acquisition and retention solution. Pinstripe Healthcare offers the provider-side experience it takes to help clients reduce their overall labor costs while continuing to provide the highest quality of patient care. For more information, please visit <> and <>.

PMSI is the single-source solution for workers' compensation. Founded in 1976, today PMSI is the nation's largest full-service network provider of pharmacy, Medicare Set-Asides, medical services and equipment, and clinical services. PMSI promotes quality care of injured workers while helping clients contain costs and control utilization. PMSI is a subsidiary of AmerisourceBergen Corporation-ranked #27 in the Fortune 500 list and among the top 5 in the Pharmaceuticals Service Providers category. To learn more about PMSI, our solutions, and web-enabled, integrated capabilities, visit us at: <> or call us at 877.ASK.PMSI.

Skoll Foundation The Skoll Foundation, established in 1999 by Jeff Skoll (founding President of eBay), invests in social entrepreneurs with three-year $1 million dollar grants that enable them to extend their reach, deepen their impact and fundamentally improve society.

our firm clientsagency newsstrategic partnerships