Connected workflows for connected customers.


We Help Enterprises …

Map and redesign customer journeys and business processes

Organizations struggle with siloed data, teams and technologies. Fixing misalignments  unlocks opportunities to build deeper relationships and achieve better outcomes.

We start with customer segments & behaviors. Then help activate data along the journey to make the most of every interaction.

Transform faster with integrated, cross-channel workflows

Your customer’s behavior is changing faster than ever and your employees are working remotely. Leading organizations are agile and quickly deploy digital experiences that meet new needs.

We implement pragmatic solutions, that can be deployed 80% faster. Especially ideal when you need to move fast & IT resources are limited.

Reduce costs with AI-driven automation & no-code technology

You have opportunities to lower costs by eliminating ineffciencies and automating key activities. We bring no-code enabled strategies that immediately improve your bottom line.

We work closely with your internal resources to develop and implement the right strategies to achieve your desired outcome.

Industry-Specific Use Cases

Adapting the Healthcare Experience

We offer HIPAA compliant solutions for healthcare providers, insurance companies and life sciences firms. Below are sample use cases for each:

Providers: Optimize patient and clinician workflows, point of care decision-making, and administrative insights across health systems. Including scheduling, claims management and remote patient montoring/telemedicine.

Payers: Automate workflows and connections to support referral flows, care management, and risk assessment. Implement applications such as provider search & scheduling, care coordination & referrals and benefit design.

Life Science: Streamline and optimize R&D process flows tailored for each study, and manage commercial workflows. Additionally, de-risk manufacturing & supply chain management and improve trial monitoring.

Optimizing Remote Engagement for Financial Services Firms

We offer enterprise-grade solutions across banking, wealth management and capital markets. Sample use cases:

  • Client Services: Automate client services such as onboarding, cash management, trade instructions, KYC refresh, beneficiaries changes and new legal entity setup and cash management/transaction routing.
  • Marketplace Automation: Perform needs analysis, link distribution to manufacturing, offer product recommendations and real time pricing.
  • Product Origination: Digitally optimize process and gain complete visibility across loan and mortgage origination with role-based access and real-time status tracking for underwriter, seller, agent, and clients.
  • Operations Automation: Automate end-to-end business workflows (e.g, FX, collateral, loans) that require high touchpoints & support disparate systems.


Collaborate Across Your Customer’s Journey

Journey dashboard helps cross-functional teams synchronize:

  • Goals and key results (OKRs)
  • Data and analytics
  • Segmentation and personalization
  • Brand building
  • Campaigns and use cases
  • Processes and workflows

Why Refined Path?

We meet the need that organizations have for a specialized partner that is agile and experienced. We are New York-based and have over twenty years of experience working with leading brands in automotive, CPG, financial services, healthcare, life sciences, retail, telecom and travel industries.

We are curious, and always looking for better ways to collaborate.  We are outcomes focused and believe in pragmatic strategies. We are platform agnostic – this enables us to propose the best solution to meet our client’s needs. When it comes to streamlining processes, we believe in simplifying things for your customers and employees. We do this by:

  • Assessing existing approaches
  • Designing engagement optimized for data, technology and workflows
  • Integrating the right data and API’s
  • Automating repetitive tasks
  • Providing clear and timely communication

Contact:  (917)558-7964