Advisory

Strategy and execution where SSI-principled identity & data, knowledge and AI meet.

AI is moving from a standalone tool to an actor inside every business function: agents that act for customers, twins that speak for experts, systems that hold what people know. Each one is a relationship, and each one depends on trust.

What we work on

Five kinds of engagement.

Identity & Data

Identity and data strategy

SSI-principled identity and data management, readiness assessments, and product and partnership strategy for identity and personal data businesses.

AI

AI agents and digital twins

Where agents and twins fit in your organization, what they may know and do, and how to keep humans in control, with AI in the loop. Every placement made on the Relational Technology Architecture™ cube.

Identity & Data × Knowledge

Provenance and trust

Show which work was the person’s and which was the AI’s, with citation, attribution and verifiable records.

Knowledge

Knowledge as an asset

Organizational knowledge management that keeps what your people know in formats you control, so any AI can use it and no vendor can lock it in.

Engagement

Strategy, research and thought leadership

Market research, positioning, consent-based engagement and white papers for organizations working on identity, data and AI, including what changes when customers arrive with agents of their own.

How we work

Listen. Map. Build. Watch the horizon.

  1. Listen first

    Your context, your goals, and the relationships at stake. No one-size-fits-all.

  2. Map the web

    See the whole web around a decision (technology, regulation, people, society and culture), place it on the three boundaries, and weigh trust, cost and risk.

  3. Build with you

    We help put strategy into practice, not just write it down.

  4. Watch the horizon

    Thirty years in identity, data and digital engagement, with emerging signals turned into action early.

Track record

Thirty years of building, turning around and advising.

31%compound annual growth from the turnaround of the Mobile Marketing Association’s North American division, which became its leading profit center (2010–2013)
$40Min fundraising supported for identity and personal data ventures, alongside strategy, positioning and commercialization
10 yearsadvising Assurant on identity and personal information management, including as product manager for Pocket ID (2013–2023)
Founderco-founded iLoop Mobile, an early mobile marketing SaaS platform, and helped grow it through acquisition and a public listing
Chairof the Mobile Ecosystem Forum’s ID & Data Working Group (2021–2024), overseeing its Global Consumer Trust Study (2018–2023)
AwardMyData Thought Leadership Award (2025)

Industry leadership and recognition →

Start with a conversation.

Every engagement is shaped around the outcome you need: decisions made, risks avoided, knowledge kept.