Operating Model - Mesh Digital LLC's Insights

Operating Model

A collection of 17 posts

The RIA Dual Mandate: Navigating Digital Transformation and Service Expansion for Enduring Growth (2025–2026) Part II: Service Expansion

Wealth Management Featured

The RIA Dual Mandate: Navigating Digital Transformation and Service Expansion for Enduring Growth (2025–2026) Part II: Service Expansion

Part II charts RIAs’ evolution into the Family CFO, blending tax, estate, philanthropy, alternatives, and multi-family-office services. Integrated expertise and data-driven operations deepen trust, diversify revenue, and sustain multi-generational loyalty.

The RIA Dual Mandate: Navigating Digital Transformation and Service Expansion for Enduring Growth (2025–2026) Part I: Digital Transformation

Wealth Management Featured

The RIA Dual Mandate: Navigating Digital Transformation and Service Expansion for Enduring Growth (2025–2026) Part I: Digital Transformation

Part I shows how future ready RIAs turn digital transformation, AI-driven workflows, unified data, and client-centric portals into a scalable backbone that trims costs, boosts advisor capacity, and sets the stage for richer, tech-enabled growth.

Digitally Led Strategies for Global Auto Manufacturers in a High-Tariff Economic Environment

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Digitally Led Strategies for Global Auto Manufacturers in a High-Tariff Economic Environment

This report outlines five digital strategies for global auto OEMs to manage rising tariffs in 2025, featuring Mesh Digital LLC’s Digital Nerve Center™ approach for agile decision-making, margin protection, and aftermarket revenue growth.

The Boiling Point in U.S. Healthcare - Why Total Member Experience is No Longer Optional

Healthcare Featured

The Boiling Point in U.S. Healthcare - Why Total Member Experience is No Longer Optional

The recent, tragic murder of UnitedHealthcare CEO Brian Thompson reveals deep distrust in U.S. Healthcare. To restore trust, insurers must embrace Total Member Experience, focusing on patient needs, transparency, empathy, fair costs, and digital solutions for sustainable, people-first care.

Mesh Digital Launches 'Insights Podcast Series'—Tune In for a Digital Deep Dive

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Mesh Digital Launches 'Insights Podcast Series'—Tune In for a Digital Deep Dive

Mesh Digital LLC has launched the Insights Podcast Series, now available on Apple Podcasts, Spotify, and YouTube Podcasts. Tune in for expert discussions on digital trends, strategies, and industry insights. Subscribe today on your favorite platform and stay ahead in the digital game!

When Agile is Too Agile: Addressing Challenges and Achieving Organizational Alignment in the Enterprise

When Agile is Too Agile: Addressing Challenges and Achieving Organizational Alignment in the Enterprise

Agile practices can lead to challenges, particularly when projects involve complex dependencies and require alignment across the organization. This article explores the issues that arise when Agile is "too agile" for an enterprise and offers strategies to address these challenges.

Transformation Tips Series: Breaking Down Organizational Silos in CX Led Digital Transformation

Transformation Tips

Transformation Tips Series: Breaking Down Organizational Silos in CX Led Digital Transformation

Breaking down organizational silos is an important step in achieving a successful customer experience lead digital transformation. Here are a few considerations to keep in mind when planning your organization's transformation journey:

Impact Study: Big Blue Health Insurer's Enterprise IAM Strategy & Architecture

Impact Study: Big Blue Health Insurer's Enterprise IAM Strategy & Architecture

The CISO of this $21B US Health Insurer was looking to leverage IAM to underpin the firms Digital Transformation, but also to empower its workforce just as new challenges & opportunities emerged in healthcare due to the COVID-19 pandemic. The firm needed its first ever Enterprise-wide IAM Strategy.

Improving Resiliency by Modernizing Operating Paradigms

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Improving Resiliency by Modernizing Operating Paradigms

As central banks attempt to curb historic inflation to counter the liquidity injections, spurred by goosing economies due to slow downs caused by the COVID-19 pandemic. Executive leaders are trying to game out and rapidly act to stem the impacts of approaching market and demand contraction.

Making an Impact - Series: Optimizing Organizational Operating Structures

Operating Model

Making an Impact - Series: Optimizing Organizational Operating Structures

Making an Impact - Series: Optimizing Organizational Operating Structures

Impact Study: Platform Strategy & Digital Architecture

Impact Study: Platform Strategy & Digital Architecture

A global technology company operating in 200 markets, wanted to pivot from a pure technology business to a multi-sided platform business. The CDO brought in Mesh to help it both define the Strategies needed to pivot its business and Architect the digital technology platforms to make that pivot.

Impact Study: Global Open Data Strategy Risks & Opportunities

Impact Study: Global Open Data Strategy Risks & Opportunities

When a Global Chief Data Officer of one of the oldest, largest, and most respected Financial Institutions (FIs) in the world realized they were getting disrupted in the market by weaponized data, she needed a new narrative.

Forced Transformation and Digital Darwinism

Forced Transformation and Digital Darwinism

Forced Transformation and Digital Darwinism

Impact Study: Transformation Program Mobilization & Execution

Impact Study: Transformation Program Mobilization & Execution

Defining and executing a new playbook for transformation programs focused on outcomes, not outputs for a Fortune 500 Super-Regional Bank.

Impact Study: Commercial Payments Business Technology Strategy

Impact Study: Commercial Payments Business Technology Strategy

When the President of the Commercial business published her new strategy and supporting pillars, this Global CIO needed a response on how her technology organization would enable them.

Deconstructing DevOps, a CIO’s Challenge. Solving For the Wrong Problems?

Deconstructing DevOps, a CIO’s Challenge. Solving For the Wrong Problems?

Deconstructing DevOps, a CIO’s Challenge. Solving For the Wrong Problems??

Technology, Economics and Survival

Technology, Economics and Survival

Technology, Economics and Survival