Engage Customers More Effectively Across Journeys.

Refined Path helps organizations grow by aligning data, technology and cross-functional teams to make the most of every customer interaction.

Outcomes, Delivered

Deepen Customer Relationships

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

We take an outside-in perspective and help companies activate data along their customer’s journey to make the most of every interaction.

Accelerate Transformation

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

We recommend pragmatic solutions. Deploying the most important use cases over 70% faster than traditional approaches.


Reduce Costs

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 approaches to achieve your desired outcome.

Sample Use Cases

Connect the Healthcare Experience

Modernize patient and clinician workflows.  We offer HIPAA compliant solutions for healthcare providers and life sciences firms.  Sample use cases:

Providers: Optimize patient and clinician workflows, point of care decision-making, and administrative insights across health systems. Including:

  • Patient recruiting for trials and real world evidence studies
  • Helped a leading healthcare provider develop new brand architecture
  • Scheduling, claims management and patient portals

Life Science: Streamline and optimize R&D process flows tailored for each study, and manage commercial workflows. Sample use cases:

  • Trial monitoring
  • Remote patient monitoring
  • Digital provider engagement

Optimize Go-To-Market Strategy

Identify your best growth opportunities, understand your customer’s needs and offer the right products in the right channels and markets. Experience:

  • Develop Global Expansion Model: Helped a Fortune 200 company develop a data-driven approach to International Expansion.  Included prioritizing countries and developing specific plans in largest markets.
  • Brand Architecture: Helped a leading Fortune 100 company develop a new brand architecture to unify brands after a series of acquisitions.
  • Account-Based Marketing: Helped B2B company develop and implement strategy to automate, personalized engagement across customer journey.
  • Sales/Account Management: Have served as temporary sales leader and helped develop strategies for critical pitches and client engagements.

Digitize Engagement for Financial Services

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

  • Digital Media Strategy: Plan data-driven campaigns to attract qualified prospects at scale within CPA targets.
  • Digitize Client Lifecycle: Automate client services such as onboarding, cash management, trade instructions, KYC refresh, beneficiaries changes and new legal entity setup and cash management/transaction routing.
  • 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    Tom@RefinedPath.com