Cases Studies:
When our support becomes a success
Challenges met and successes shared
Each project is a unique story, marked by complex challenges and tailor-made solutions. At Framing Impacts, our case studies demonstrate our ability to turn critical situations into lasting successes in three key sectors: healthcare, finance and family offices.
Our customers often come to us at pivotal moments. A healthcare company faced with fragmented processes slowing down access to care. A financial institution facing complex regulatory changes. A family office wishing to preserve and pass on its wealth in an uncertain environment.
Each case presents its own specific challenges. Healthcare players need to reconcile medical innovation with efficient resource management. Financial institutions must remain agile in the face of market fluctuations. Family offices must anticipate generational issues while navigating a changing legal framework.
Through an approach based on strategic analysis, precise project scoping and personalized coaching, we have successfully supported our customers in overcoming these obstacles. We've optimized clinic processes, implemented robust financial compliance strategies and developed succession plans tailored to each family's needs.
These stories are more than success stories: they are concrete proof of our commitment to creating sustainable value, tackling the most complex challenges and building long-term, trusting relationships.
Financial Services & Investment
Reducing churn
Boosting loyaty
We helped a peer-to-peer lending startup reduce churn by creating a rewards program and enhancing communication with personalized messages, boosting retention.
Building trust
Driving adoption
We supported a bank to modernize its core banking system by implementing AI-powered credit scoring and automating the documentation process, reducing approval times.
Winning millennials Digital Revamp
A wealth management firm attract millennial clients by revamping their digital presence and introducing ESG investment options, aligning with their values and preferences.
Family Office
Securing the Future
A family office story
We supported a family office managing a $500M portfolio by aligning family goals through workshops and creating a plan for intergenerational wealth transfer, ensuring long-term success.
Streamlining
Wealth Management
We helped high-net-worth individuals streamline their wealth management by implementing an integrated portfolio system and training in investment analysis to improve decision-making.
Enhancing Impact A.F.O. Transformation
We supported a family office managing a $100M foundation by developing a framework for impact assessment and introducing quarterly reporting to track philanthropic activities.
Healthcare
Rethinking strategy
Driving growth
Discover how we helped a mid-sized medical device company reshape its go-to-market approach, boosting sales in a highly competitive industry.
Building trust
Driving adoption
See how we helped a patient management startup rebuild user trust through strategic rebranding, interactive demos and personalized onboarding sessions.
Turning wait times into
Operational efficiency
Find out how we helped a regional hospital group resolve its operational inefficiencies. Faced with long patient waiting times and poor resource management.