Firm Overview

Core Mission: Empower small and medium-sized businesses (SMBs) as well as nonprofit organizations (NPOs) to future-proof their operations by leveraging technology to drive measurable growth, operational efficiency, and competitive advantage.

Who We Are: A boutique strategy firm that transforms complex digital and operational capabilities into actionable strategies for SMBs and NPOs that typically lack enterprise-level resources and knowledge but need enterprise-level results.

Who We Aren’t: We are not a firm that is looking to sell third-party software solutions or realize cost savings by removing people; our competitors can offer those services. We believe that technology should make life easier but not at the expense of sacrificing humanity in the process. Businesses are defined by their culture and culture is exhibited by the actions and output of people – not AI agents.

Founder

Robert W. Candler III

20 Years of Digital Transformation Leadership:

  • Founded and led digital experience and enablement teams at Bernstein Private Wealth Management (impacting 25,000+ sales relationships and 650+ professionals)

  • Successfully implemented enterprise Salesforce CRM with formal enablement programs driving measurable adoption from 500+ users

  • Developed mobile applications and revamped client website

  • Led cross-functional technology teams across product, UX/UI, engineering, and QA

 Proven Track Record:

  • Managed multi-million dollar technology implementations from ideation through execution

  • Delivered streamlined client reporting platforms that reduced complexity and improved satisfaction

  • Pioneered mobile-first advisor tools enabling on-the-go business management

  • Trained and led adoption of 625+ users across 19 offices on new systems with comprehensive change management

  • Launched business intelligence practice to leverage data for consumer insights and behavior analysis

  • Experience spans financial services, luxury retail, and technology sectors

 Technical & Strategic Competencies:

  • Enterprise platforms: Salesforce CRM, customer experience systems, digital portals (web & mobile)

  • Emerging technologies: AI, Machine Learning, Big Data, RPA, Customer Experience platforms

  • Methodologies: Agile delivery, design thinking, human-centered design, data-driven decision making

  • Cross-functional leadership: Sales, Marketing, Technology, Operations, Risk, Compliance

 Educational Foundation:

  • Berkeley Haas Executive Education: AI - Business Strategies and Applications

  • NYU Stern School of Business: MBA with specializations in Marketing, Finance, and Strategy

  • Wake Forest University: B.S. in Business Administration

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