client-service
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Eliot Harrison and the Things Worth Keeping
A drawer full of conference badges offers a small clue to Eliot Harrison’s long career at MCS Health. Behind the collection is an agency leader weighing what to preserve, what to change, and whom to trust with the next chapter.
Sean Hogan and the Work Before the Welcome
At Kansas City agency DMH, Sean Hogan helps brands find their footing. His life beyond the brief offers another way to think about belonging: somebody has to do the work before people can join in.
Kaizan
Kaizan is the AI platform for client service professionals - AI Helpers that work 24/7 to grow client ROI, satisfaction and revenue.
Way2B1
Way2B1 is a San Francisco-based SaaS company that builds a secure, cloud-based collaboration platform for family offices, wealth managers, and the ultra-high-net-worth families they serve. Positioned as a 'digital chief of staff,' the platform centralizes secure messaging, document management, asset tracking, approvals, signatures, and decision history into one command center, with an integrated AI assistant to automate routine tasks. Founded in 2015 by family-office veteran Wayne Osborne and former Palantir engineer Casey Ketterling, the company raised a $5.5M Series A in 2017 and helps offices coordinate complex lives with greater clarity, security, and auditability.