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What our clients say
Our clients seek confidentiality around the work that we do and as such we do not advertise who we serve nor do we talk about the specific success that we are able to create for our clients.
That said, we have at times asked our existing clients to be references as we begin to engage a new client.
While this is an opportunity to create a connection between two industry leaders, it is an appreciated gesture we do not take for granted.
If you are interested in working with Oculus Partners and do not already know us before a reference is requested you may find the following testimonials provide some unattributed descriptions of how we have added value to the firms and individuals we work with.
As an asset manager and retirement plan provider, we have been discussing how to address the retirement income challenge for a few years without cross-organizational alignment. We engaged Oculus Partners to help assess the competitive landscape, available products, market opportunity, and ultimately a product design, implementation process, and ongoing maintenance. Oculus was knowledgeable and very effective navigating the organization’s different priorities and perspectives to bring alignment with how to move forward to get in market in the short-term, while positioning us to expand our offer longer term.
Senior Product Leader
Asset Manager and DC Plan Provider
When our board of directors made changes in the C-suite, we as an organization engaged Oculus to help draft and validate a new business strategy. This new strategy ultimately helped to raise new capital and drive our valuation while simultaneously improving the company’s market position. Oculus was keenly positioned to deliver this engagement based on their understanding of the broader marketplace, its unmet needs and how we could solve these challenges in a meaningful way.
Chief Strategy Officer
Fintech Firm
In our bid for a large technology and business process outsourcing engagement with a major US institutional retirement provider, we engaged Oculus as a strategic advisor. The overall RFP asked for a complete rearchitecting of the prospect’s operating model inclusive of a regulated entity. Oculus immediately established a clear vision, in collaboration with our team, and quickly and seamlessly drove the team to an outstanding, best-in-class solution for the new operating model, including a complex legacy platform and related systems. Oculus even took part internally with our CFO and Chief Counsel to gain approval for the operating model associated with the regulated entity.
Sales Leader
Global BPO/ITO Provider
We engaged Oculus at a pivotal point in our evolution to evaluate how the market perceived who we were as a firm and what value our product and services brought to the market. Through a competitive assessment and a brand equity assessment, Oculus recommended and delivered a revitalized brand, a messaging framework, and new collateral that better positioned the firm in the market. Our new sales and marketing documentation coupled with the revitalization of the website enabled us to meaningfully initiate discussions with firms that previously would not have viewed us as a solution to their challenges.
Chief Revenue Officer
Fintech Firm
During our bid for a large outsourcing engagement, Oculus skillfully guided our leaders in preparation for complex, in-depth workshops, and a compelling, highly engaging final presentation. The deal value was over $1 billion USD, and we won the bid against seven industry-leading competitors over the course of 9 months. The return on investment for this engagement was unequivocally the best I have seen in comparison to any Big 4 or top consultancy engagement in my 32-year career in Insurance and Retirement Services.
Sales Leader
Global BPO/ITO Provider
“Operating in an industry with increasing competitive parity, we engaged Oculus to help improve the overall effectiveness of our sales efforts. Initially, their work concentrated on refining our message, developing more impactful deliverables, and establishing a focused sales preparation process. We extended their involvement to include presentation coaching, emphasizing more sizable opportunities. The individuals engaged, the techniques employed, and the output produced by the Oculus team helped deliver results in two significant areas. First, measurable improvement, including a 46% increase in our win rate and a 72% increase in our average size sale. And second, inspiring a growth mindset that has permeated the organization and favorably influenced activities beyond sales and their initial engagement.”
Institutional Head of Sales
Large Market Retirement Recordkeeper
As a small firm with limited resources, we engaged Oculus to help with our product definition and documentation while we recruited and onboarded a new chief product officer. Oculus was able to quicky assess the needs, engage an industry expert, and help to integrate them into the organization seamlessly. Both the process and engagement style aligned with our organization and internal needs which helped advance our work at a critical juncture in our firm’s development.
Chief Sales and Revenue Officer
Fintech Firm
