Brackett Partners - Strategic Intelligence

Q: What does Brackett Partners do?

Brackett Partners is a strategic advisory firm backed by AI-powered predictive intelligence, with three sides: Advisory (customer-validated strategy for leadership teams), Agency (Digital CMO leadership and marketing execution at scale with Hawke Media), and M&A Advisory (sell-side M&A advisory in partnership with Britehorn Securities, Member FINRA/SIPC). The firm also serves the public sector at the state and federal level.

Q: How do Brackett engagements work?

One way of working, every engagement: Diagnose (evidence first — a structured, customer-validated read), Direct (findings become ranked priorities with defined decision points), and Deliver (Brackett stays accountable to the roadmap). No packages or pre-scoped offers — every engagement is shaped after a conversation and gated phase by phase.

Q: Who does Brackett Partners serve?

Clients range from venture-backed companies to Fortune-ranked enterprises to state and federal institutions, across Healthcare & MedTech, Industrial & Manufacturing, Consumer & Hospitality, Technology & Venture-Backed, and the Public Sector.

Q: What is CVX SCAN?

CVX SCAN® is a Brackett Advisory service powered by the Luminas CVX SCAN® methodology: a 4-6 week structured, qualitative customer value assessment that identifies where a company holds differential value and which customer-driven growth opportunities to prioritize.

Q: What is Brackett's Predictive Intelligence capability?

AI-powered market research and analytics delivered in partnership with OSG Analytics: ASEMAP future-behavior modeling, choice modeling with willingness-to-pay curves and market simulation, adoption drivers analysis, and real-time analytics with segments delivered into the client's CRM.

Brackett Partners

All Case Studies

Financial ServicesClient Engagement & Retention Analytics

Behavioral Analytics for Client Engagement & Retention

Large UK Wealth Management Firm|Large Enterprise

8%

Reduction in policy lapse rate

5%

Acceleration in retention activities

Improved

Cross-sell/up-sell targeting

Real-time

Risk-based engagement

The Challenge

Needed real-time analytics to predict lapse risk, personalize engagement, reduce inactivity, and improve client retention and profitability.

wealth managementengagementretentionlapse riskCLTVpropensity modelinginactivityportfolio profitability

The Solution

Behavior-based Segmentation + CLTV Modeling + Retention Intervention Design

Unified data audit
Behavior-based client segmentation
CLTV methodology
Retention propensity modeling
Upsell modeling
Intervention design via Dynamo

The Results

Improved engagement and retention with targeted interventions and risk-based portfolio management.

8%

Reduction in policy lapse rate

5%

Acceleration in retention activities

Improved

Cross-sell/up-sell targeting

Real-time

Risk-based engagement

Functional Areas

Customer AnalyticsRetention MarketingPortfolio Management

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This Case Study May Be Relevant If You're Saying...

1

"We need to predict churn/lapse"

2

"Engagement is low in a financial book of business"

3

"We need CLTV-led retention interventions"

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