Three TransAct cases: one before digital, one digital, one now in the AI era. Even though technology changes, the judgment to critically read the market has been time-tested.
Amex was certain the ideal Gold cardholder was already wealthy. We disagreed. The wealthy find you on their own. The card belonged to the people on their way up.
They hired us to grow the donor base. What we found came first: fix how the organization saw its donors, before spending another dollar to find more.
He had found a real hole in the market. The idea held up under scrutiny. The path he had chosen to reach the buyer did not.
The client was CIT Financial Corp., then one of the largest commercial finance companies in the country, today part of First Citizens Bank. They were confident they knew their best prospects. We thought differently and found pay dirt. We challenged every assumption then engineered a uniquely integrated program around how best to draw in the prospects by speaking to them in their own voice. That judgment won the Award, and that thinking set the standard behind every engagement since.
“John was a step ahead of most. Those who worked with him regularly went home with a feeling of accomplishment and pride in what we were building.”
Last Updated: September 2026
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Last Updated: September 2026
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