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View industry Manufacturing Update operations, upskill your workforce, and transform your business with manufacturing solutions from Sysdoc. View industry Technology and Telecommunications Collaborating with you to implement the knowledge and tools required for success. View industry Solutions We are known for delivering successful outcomes in these technologies and functional areas time and time again. AI Products and Services Sysdoc can help your business start its AI journey, identify initial AI opportunities, and deliver immediate value. With four decades of experience in adapting to new technologies, we ensure successful AI implementation. View solution Microsoft 365 Adoption Helping your organisation maximise the benefit of Microsoft 365 faster. View solution SAP S\u002F4HANA Our SAP S\u002F4HANA implementation support helps you maximise the value of this world-class ERP application. View solution Oracle JD Edwards and Cloud Supporting your Oracle implementations to optimise operations and achieve operational excellence. View solution Salesforce Supporting Salesforce integration projects from the ground up. View solution Procurement Delivering change, adoption, process and knowledge services to organisations seeking to transform the way they procure and source. View solution Environment, Health and Safety Creating robust resources for Environment, Health and Safety. View solution Human Resources Helping you optimise your People Services, meet your commitments to your employees and deliver strategic Human Resources (HR) outcomes through the transformation of your organisation, capabilities, behaviours, systems and processes. View solution Latest Case Studies See all case studies [ MyWave • Technology and Telecommunications Project Management & Operating Model Enablement for a Fast-Growing Agentic AI Organisation Discover how Sysdoc helped a fast growing AI company scale its operations through embedded project management, process design, and roadmap governance. ](\u002Fnz\u002Fcase-studies\u002Fproject-management-operating-model-enablement-for-a-fast-growing-agentic-ai-organisation)Learn more [ Tower Insurance • Financial Services Transforming Operational Capability Through Uplifting Process Discover how Sysdoc helped Tower transform operations with end‑to‑end process mapping, governance, and rapid BPM implementation to enable AI‑ready performance. ](\u002Fnz\u002Fcase-studies\u002Ftransforming-operational-capability-through-uplifting-process)Learn more [ ![](https:\u002F\u002Fcdn.prod.website-files.com …",true,1,"1",{"id":353,"height":13,"width":12,"blurhash":354},"60087354-9f3b-49df-9587-5564eb44f411","radial-gradient(at 0 0,#343445,#00000000 50%),radial-gradient(at 33% 0,#2b3e4c,#00000000 50%),radial-gradient(at 67% 0,#373e4a,#00000000 50%),radial-gradient(at 100% 0,#3c484f,#00000000 50%),radial-gradient(at 0 50%,#56666d,#00000000 50%),radial-gradient(at 33% 50%,#4b5864,#00000000 50%),radial-gradient(at 67% 50%,#5d646b,#00000000 50%),radial-gradient(at 100% 50%,#5c6266,#00000000 50%),radial-gradient(at 0 100%,#000027,#00000000 50%),radial-gradient(at 33% 100%,#153c4f,#00000000 50%),radial-gradient(at 67% 100%,#4a565e,#00000000 50%),radial-gradient(at 100% 100%,#46494c,#00000000 50%)",{"id":356,"height":15,"width":14,"blurhash":65},"30a2e2e5-5b87-45d3-b038-1365878c5af6",[358,361,364,367,370,373,376,379,382,385,388,391,394,397,400,403,406,409,412,415,418,421,424,427,430,433,436,439,442,445],{"directus_files_id":359},{"id":360},"83931dbb-c856-4624-ade4-9e17ae28eb83",{"directus_files_id":362},{"id":363},"113e605f-8d0d-47ff-a5b1-6bc6469d8873",{"directus_files_id":365},{"id":366},"3c3fd087-56ed-4b35-af8c-0cfdf4d1c90f",{"directus_files_id":368},{"id":369},"cd46a555-f22e-4d64-93ce-9bfc7e700113",{"directus_files_id":371},{"id":372},"c4ff8d67-f9a6-4cdc-accf-4c9c5ef393da",{"directus_files_id":374},{"id":375},"d9a2b8e8-079c-41b9-9bd0-58d3c69f8eb3",{"directus_files_id":377},{"id":378},"bc5bb2a2-f8f0-4772-b623-f815bfe44335",{"directus_files_id":380},{"id":381},"667b4fcc-d04a-41c0-9d71-09de2191f7e0",{"directus_files_id":383},{"id":384},"c29f08ff-2368-4087-8922-4881511eb15f",{"directus_files_id":386},{"id":387},"b10a0c49-a2bf-41d3-ae1e-77990679f465",{"directus_files_id":389},{"id":390},"895a2dc7-e2d9-49d3-9618-4e566497c990",{"directus_files_id":392},{"id":393},"1671cf64-3239-4545-aae8-412ac3f79670",{"directus_files_id":395},{"id":396},"5f1e2c12-c497-4998-ad08-a3cd41b4ee13",{"directus_files_id":398},{"id":399},"4eede706-37a3-44e7-87f9-fe0eb2a28830",{"directus_files_id":401},{"id":402},"6f1b796c-5a0b-434b-870d-97ee0b9cc24d",{"directus_files_id":404},{"id":405},"c4d8a60f-ff02-47cf-9bcf-fa4c106bfe6e",{"directus_files_id":407},{"id":408},"c2093591-6622-45d0-aec2-71a45bbdca1f",{"directus_files_id":410},{"id":411},"d242b335-4df3-4e3b-8143-219c5bc47445",{"directus_files_id":413},{"id":414},"ecc7d8d2-8231-4031-b04f-3bf2ff304e9f",{"directus_files_id":416},{"id":417},"16a8921a-986c-4c37-a73d-e017fb1b205a",{"directus_files_id":419},{"id":420},"ba884f1f-5ea0-44a0-87c9-53ca53739f34",{"directus_files_id":422},{"id":423},"9f127fbb-239a-4a92-aaa1-4a31b697576d",{"directus_files_id":425},{"id":426},"edde199f-ba2a-46bb-a385-923219971a61",{"directus_files_id":428},{"id":429},"2df6440f-c223-426d-845c-2a702da4657d",{"directus_files_id":431},{"id":432},"cf4a5e5b-e4ec-4819-83b0-595183b36a33",{"directus_files_id":434},{"id":435},"bb593fe1-9479-4a37-b484-977d4eaa76a3",{"directus_files_id":437},{"id":438},"50deedd5-fb0a-47ec-94b4-7524005432e2",{"directus_files_id":440},{"id":441},"f8b91417-986b-49b9-86a0-a295afc0c3b8",{"directus_files_id":443},{"id":444},"8174be29-eb39-48bd-8aec-e15097bd1bc5",{"directus_files_id":446},{"id":447},"d2256b55-b9a1-41d1-9ab6-ffb883796451",[449],{"languages_code":450,"description":451},"en","Sysdoc is a strategic consultancy dedicated to driving business transformation, learning innovation, and digital experience. The website serves as a professional gateway for organizations seeking to modernize their operations through a people-first approach, emphasizing smarter, more efficient ways of working. Through a blend of case studies, insights, and service overviews, the platform establishes Sysdoc as a thought leader in navigating complex organizational shifts.\n\nThe visual identity is sophisticated and modern, utilizing a deep, dark-mode aesthetic paired with high-contrast typography. The use of bold, sans-serif headings and a vibrant teal accent color creates a sense of energy and forward momentum. High-quality, atmospheric photography adds a human element to the corporate messaging, ensuring the brand feels approachable yet authoritative. The clean layout and spacious design reflect the brand's core promise of making business processes 'simpler' and 'smarter.'","Agency & Studio",[30,26,238],[],[287,287],[268,251,260],[458,460,461,462],{"score":459,"category":91},63,{"score":193,"category":94},{"score":152,"category":97},{"score":95,"category":100},[464,466,467,468],{"score":465,"category":91},52,{"score":205,"category":94},{"score":199,"category":97},{"score":95,"category":100},[109,117,113],"Website: Sysdoc. Page: Homepage. Page type: Home \u002F Landing Page. Page title: Sysdoc - Business Transformation, Learning Innovation and Digital Experience. Page description: Sysdoc is about business transformation, innovation and growth – simpler, smarter ways of working in your organisation.. Page content: Opens in a new window Opens an external website Opens an external website in a new window This website utilizes technologies such as cookies to enable essential site functionality, as well as for analytics, personalization, and targeted advertising purposes. To learn more, view the following link: Privacy Policy Sysdoc Logo Sysdoc Services Services All ServicesBusiness TransformationLearning InnovationDigital ExperienceProducts and ToolsWorkshops and EventsDiscovery WorkshopAI Discovery WorkshopAI Catalogue Industries AgribusinessPublic SectorFinancial ServicesDefenceInfrastructure and ConstructionMaritimeManufacturingTechnology and Telecommunications Solutions Artificial Intelligence (AI)SAP S\u002F4HANAOracle JDESalesforceMicrosoft 365ProcurementEnvironment, Health and SafetyHuman Resources Approach Story Case Studies Insights and News People Serendata  NZ NZ UK Contact Simpler, smarter working Adapt, innovate, and accelerate your business with our people-first approach to business transformation. Who we are We are a global consultancy and recognised business leader in business transformation, learning and innovative technology. Discover our approach [ Services ](#w-tabs-0-data-w-pane-0)[ Industries ](#w-tabs-0-data-w-pane-1)[ Solutions ](#w-tabs-0-data-w-pane-2) Our Services With a wide range of services based around business transformation, learning innovation and digital experience, we combine elements to create a custom solution for your organisation. View all servicesProducts and tools Business Transformation [ Get ready for AI: Business Process ](\u002Fnz\u002Fservice-components\u002Fget-ready-for-ai-business-process) [ Get ready for AI: Data ](\u002Fnz\u002Fservice-components\u002Fget-ready-for-ai-data) [ Business Process Design and Improvement ](\u002Fnz\u002Fservice-components\u002Fbusiness-process-design-and-improvement) [ Change Management ](\u002Fnz\u002Fservice-components\u002Fchange-management) [ Information Management ](\u002Fnz\u002Fservice-components\u002Finformation-management) [ Organisation Design ](\u002Fnz\u002Fservice-components\u002Forganisation-design) [ Project and Programme Management ](\u002Fnz\u002Fservice-components\u002Fproject-programme-management) [ Culture Change ](\u002Fnz\u002Fservice-components\u002Fculture-change) [ Operating Model Design ](\u002Fnz\u002Fservice-components\u002Foperating-model-design) [ Technical Writing and Documentation ](\u002Fnz\u002Fservice-components\u002Ftechnical-writing-aka-documentation) View service Learning Innovation [ Learning Technologies Review ](\u002Fnz\u002Fservice-components\u002Flearning-technologies-review) [ AI Adoption ](\u002Fnz\u002Fservice-components\u002Fai-adoption) [ Blended Learning Programmes ](\u002Fnz\u002Fservice-components\u002Fblended-learning-programmes) [ System and Process Learning ](\u002Fnz\u002Fservice-components\u002Fsystem-and-process-training) [ Instructor-led Learning ](\u002Fnz\u002Fservice-components\u002Finstructor-led-learning) [ Digital Learning ](\u002Fnz\u002Fservice-components\u002Fdigital-learning) [ Game-based Learning ](\u002Fnz\u002Fservice-components\u002Fgame-based-learning) [ Leadership and Teamwork Training ](\u002Fnz\u002Fservice-components\u002Fleadership-and-teamwork-training) [ Learning Strategy and Design ](\u002Fnz\u002Fservice-components\u002Flearning-strategy-and-design) View service Digital Experience [ Knowledge Management ](\u002Fnz\u002Fservice-components\u002Fknowledge-management) [ User Experience and Design ](\u002Fnz\u002Fservice-components\u002Fuser-experience-and-design) [ Video Production ](\u002Fnz\u002Fservice-components\u002Fvideo-production) [ SharePoint Development and Productivity Tools ](\u002Fnz\u002Fservice-components\u002Fsharepoint-development-and-productivity-tools) [ Power BI Data Visualisation and Intelligence ](\u002Fnz\u002Fservice-components\u002Fpower-bi-data-visualisation-and-intelligence) [ Custom AI Development ](\u002Fnz\u002Fservice-components\u002Fai-agent-development) View service Industries We have delivered quality outcomes across a wide range of public and private sectors since 1986. Agribusiness Supporting the rapidly changing Agribusiness sector with our learning design, process excellence, knowledge management and change management expertise with our purpose-built tools. View industry Public Sector Delivering the people side of public sector transformation, from clear strategic pathways and simpler ways of working, to process improvement and innovative learning. View industry Financial Services Supporting financial services organisations through complex transformation, regulatory change and evolving customer expectations. View industry Defence Empowering Defence agencies to lift performance and transform. View industry Infrastructure and Construction Driving transformation for infrastructure and construction organisations in a highly competitive global marketplace. View industry Maritime Sysdoc is a leader in driving digital transformation and enhancing operational efficiency within the maritime sector. View industry Manufacturing Update operations, upskill your workforce, and transform your business with manufacturing solutions from Sysdoc. View industry Technology and Telecommunications Collaborating with you to implement the knowledge and tools required for success. View industry Solutions We are known for delivering successful outcomes in these technologies and functional areas time and time again. AI Products and Services Sysdoc can help your business start its AI journey, identify initial AI opportunities, and deliver immediate value. With four decades of experience in adapting to new technologies, we ensure successful AI implementation. View solution Microsoft 365 Adoption Helping your organisation maximise the benefit of Microsoft 365 faster. View solution SAP S\u002F4HANA Our SAP S\u002F4HANA implementation support helps you maximise the value of this world-class ERP application. View solution Oracle JD Edwards and Cloud Supporting your Oracle implementations to optimise operations and achieve operational excellence. View solution Salesforce Supporting Salesforce integration projects from the ground up. View solution Procurement Delivering change, adoption, process and knowledge services to organisations seeking to transform the way they procure and source. View solution Environment, Health and Safety Creating robust resources for Environment, Health and Safety. View solution Human Resources Helping you optimise your People Services, meet your commitments to your employees and deliver strategic Human Resources (HR) outcomes through the transformation of your organisation, capabilities, behaviours, systems and processes. View solution Latest Case Studies See all case studies [ MyWave • Technology and Telecommunications Project Management & Operating Model Enablement for a Fast-Growing Agentic AI Organisation Discover how Sysdoc helped a fast growing AI company scale its operations through embedded project management, process design, and roadmap governance. ](\u002Fnz\u002Fcase-studies\u002Fproject-management-operating-model-enablement-for-a-fast-growing-agentic-ai-organisation)Learn more [ Tower Insurance • Financial Services Transforming Operational Capability Through Uplifting Process Discover how Sysdoc helped Tower transform operations with end‑to‑end process mapping, governance, and rapid BPM implementation to enable AI‑ready performance. ](\u002Fnz\u002Fcase-studies\u002Ftransforming-operational-capability-through-uplifting-process)Learn more [ ![](https:\u002F\u002Fcdn.prod.website-files.com …. A Clean \u002F Minimalist, Corporate \u002F Professional, Dark Mode website in the Agency & Studio industry. The overall color palette features White, Gray, Black. The typography features Lato (Sans Serif), Lato (Sans Serif). Built using Google Font API, jQuery, Typekit. AI description: Sysdoc is a strategic consultancy dedicated to driving business transformation, learning innovation, and digital experience. The website serves as a professional gateway for organizations seeking to modernize their operations through a people-first approach, emphasizing smarter, more efficient ways of working. Through a blend of case studies, insights, and service overviews, the platform establishes Sysdoc as a thought leader in navigating complex organizational shifts. The visual identity is sophisticated and modern, utilizing a deep, dark-mode aesthetic paired with high-contrast typography. 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Built for the Global 2000.","[ ](.\u002F) [ Customers ](.\u002Fcustomers) [ Pricing ](.\u002Fpricing) [ Company ](.\u002Fcompany) [ Contact Sales ](.\u002Fcontact) [ Start now ](https:\u002F\u002Frun.rox.com\u002Fapi\u002Fauth\u002Fsignup) Watch Rox Autopilot launch The #1 Revenue Agent for Global 2000 companies [ Try for free ](https:\u002F\u002Frun.rox.com\u002Fapi\u002Fauth\u002Fsignup) Back ArrowNext Arrow Back ArrowNext Arrow Back ArrowNext Arrow Back ArrowNext Arrow Back ArrowNext Arrow Automate your entire sales process, from lead to close Generate pipeline Qualify leads Close deals Expand deals Custom workflow Outbound Agent Overview Test run Settings Launch Prospecting 448 Total leads found Enriching 446 Leads enriched and scored Engaging 393 Leads where an email has been sent Replying 98 Leads where an email has been sent 448 leads found Stage Last Activity Alex Cronin - Nichy Replying Engaging Enriching Prospecting Mar 28 Jordan Dyne - Axis HQ Replying Engaging Enriching Prospecting Mar 27 Romain Goble - Planet Replying Engaging Enriching Prospecting Mar 27 Ben Issen - Rox Replying Engaging Enriching Prospecting Mar 27 Emily Chen - Airbus Replying Engaging Enriching Prospecting Mar 27 Send meeting recap Overview Test run Settings Launch On transcript completion Trigger: Runs when a meeting transcript is processed. Get transcript Step 1: collect content of transcript Update org chart Step 2: Map key stakeholders present in call Generate email draft Step 3: Generate a concise post-meeting recap email based on the followin Send email notification Step 4: Sent recap with org chart to email Rox Revenue Agent for Global 2000 to AI-Native companies [ 11 Meetings in the first 2.5 Weeks ](.\u002Fcustomers\u002Faxon-911) [ Prototype to production in 45 days ](.\u002Fcustomers\u002Fmongodb) [ 10-15% conversion rate increase ](.\u002Fcustomers\u002Framp) [ Fueling hypergrowth ](.\u002Fcustomers\u002Ftogether-ai) [ Signals to pipeline ](.\u002Fcustomers\u002Fwsp) [ Consolidate GTM stack ](.\u002Fcustomers\u002Fbetterup) [ Mapping complex accounts ](.\u002Fcustomers\u002Fcodat) [ SAMs on Rox close 2.5x more ARR ](.\u002Fcustomers\u002Fbynder) [ Faster decisions, better deals ](.\u002Fcustomers\u002Fcloud-software-group) [ Higher conversion rates ](.\u002Fcustomers\u002Frho) [ Agentic lead-to-cash ](.\u002Fcustomers\u002Fscai) [ 50%+ faster ramp time ](.\u002Fcustomers\u002Fnew-relic) [ 90%+ adoption across 250+ reps ](.\u002Fcustomers\u002Fcouchbase) [ Customer monitoring on key markets ](.\u002Fcustomers\u002Fpuma-energy) [ 2-3x faster time-to-results ](.\u002Fcustomers\u002Ftabs) [ Automating sales workflows ](.\u002Fcustomers\u002Fsnorkel) [ Expand Prototype to production in 45 days How MongoDB evaluated and deployed Rox ](.\u002Fcustomers\u002Fmongodb) [ Expand Faster decisions, better deals Building CSG's AI GTM Engine ](.\u002Fcustomers\u002Fcloud-software-group) No SaaS. No CRM. No enrichment. Just an agent that does it all. Get in the game, or get left behind. The best teams are raising the bar and multiplying results with Rox. App Native Web App Mobile App Desktop Chrome Extension Partner Microsoft 365 Google Workspace Slack Custom MCP API Agent Swarm Capabilities Enrichment & Prospecting Sales Engagement Conversation Intelligence Revenue Intelligence Account Intelligence Agent Orchestration Autopilot Workflows Recommended Actions Command Context Data Lineage & Provenance User authentication & Access Control Unified Permissioning Governance AI Governance & Policy Control Audit logging Entity resolution & deduplication Warehourse Native Knowledge Graph Data Sources Private Data Warehouse Data Public Data Web Blogs $ Proprietary APIs @ Social Get started today [ Start now ](https:\u002F\u002Frun.rox.com\u002Fapi\u002Fauth\u002Fsignup) Rox is committed to the privacy and security of its users. Customer data processed through the Rox platform is encrypted in transit and at rest using AES-256 encryption and is never used to train generalized machine learning models. Rox maintains SOC 2 Type II compliance and undergoes independent third-party security audits on an annual basis. All AI-generated outputs, including but not limited to prospect recommendations, message drafts, meeting summaries, and pipeline scoring, are provided for informational purposes and should be reviewed by authorized personnel before any action is taken. Performance metrics referenced on this website, including pipeline generation figures, response rates, and revenue impact, reflect results reported by individual customers under specific configurations and may not be representative of all deployments. Actual results will vary based on factors including but not limited to data quality, CRM configuration, outreach volume, market conditions, and target audience. Rox does not guarantee specific revenue outcomes. The Rox platform integrates with third-party services including Salesforce, HubSpot, Gmail, Microsoft Outlook, Slack, and others; availability and functionality of third-party integrations are subject to the respective providers' terms of service and may change without notice. Features described as \"autopilot,\" \"autonomous,\" or \"automated\" operate within user-defined parameters and require initial configuration and ongoing oversight. Rox, the Rox logo, and \"Revenue on Autopilot\" are trademarks of Rox Data Corp. All other trademarks are the property of their respective owners. Service availability is subject to the terms outlined in your enterprise agreement. For questions regarding data processing, compliance certifications, or platform capabilities, contact security@rox.com. [ ](https:\u002F\u002Fwww.linkedin.com\u002Fcompany\u002Frox-ai\u002Fabout\u002F)[ ](https:\u002F\u002Fx.com\u002Frox_ai)[ ](https:\u002F\u002Fwww.youtube.com\u002F@Rox-agent-swarm\u002Fvideos) Copyright © 2026 Rox. All rights reserved. 251 Rhode Island St, Suite 205, San Francisco, CA 94103 About [ Customers ](.\u002Fcustomers) [ Pricing ](.\u002Fpricing) [ Company ](.\u002Fcompany) [ Careers ](https:\u002F\u002Fjobs.ashbyhq.com\u002FRox-Data-Corp) [ Security ](.\u002Fsecurity) [ Contact ](.\u002Fcontact) Resources [ Docs ](https:\u002F\u002Fdocs.rox.com\u002Fdevelopment\u002Fabout-rox\u002Frelease-notes) [ Status ](https:\u002F\u002Fstatus.rox.com\u002F) [ Articles ](.\u002Farticles) [ Media kit ](https:\u002F\u002Frox-ai.notion.site\u002FRox-Media-Kit-140fe3091319802288fafcfdfb50fa40) Terms & policies [ Privacy Policy ](.\u002Fprivacy-policy) [ Terms of Service ](.\u002Fterms-and-conditions) [ Subprocessor List ](https:\u002F\u002Fdocs.google.com\u002Fdocument\u002Fd\u002Fe\u002F2PACX-1vQl5mqWohdM-CHkz-86n3-C_VVAEonCsZH8B5yJVZoy9bQpwpCGA5SOlDvvmDD_1ZiOYXMZOELXbzeg\u002Fpub) Rox is committed to the privacy and security of its users. Customer data processed through the Rox platform is encrypted in transit and at rest using AES-256 encryption and is never used to train generalized machine learning models. Rox maintains SOC 2 Type II compliance and undergoes independent third-party security audits on an annual basis. All AI-generated outputs, including but not limited to prospect recommendations, message drafts, meeting summaries, and pipeline scoring, are provided for informational purposes and should be reviewed by authorized personnel before any action is taken. Performance metrics referenced on this website, including pipeline generation figures, response rates, and revenue impact, reflect results reported by individual customers under specific configurations and may not be representative of all deployments. Actual results will vary based on factors including but not limited to data quality, CRM configuration, outreach volume, market conditions, and target audience. Rox does not guarantee specific revenue outcomes. The Rox platform integrates with third-party services including Salesforce, HubSpot, Gmail, Microsoft Outlook, Slack, and others; availability and functionality of third-party integrations are subject to the respective providers' terms of service and may change without notice. Features described as \"autopilot,\" \"autonomous,\" or \"automated\" operate within user-defined parameters and require initial configuration and ongoing oversight. Rox, the Rox logo, and \"Revenue on Autopilot\" are trademarks of Rox Data Corp. All other trademarks are the property of their respective owners. Service availability is subject to the terms outlined in your enterprise agreement. For questions regarding data processing, compliance certifications, or platform capabilities, contact security@rox.com. [ ](https:\u002F\u002Fwww.linkedin.com\u002Fcompany\u002Frox-ai\u002Fabout\u002F)[ ](https:\u002F\u002Fx.com\u002Frox_ai)[ ](https:\u002F\u002Fwww.youtube.com\u002F@Rox-agent-swarm\u002Fvideos) Copyright © 2026 Rox. All rights reserved. 251 Rhode Island St, Suite 205, San Francisco, CA 94103 About [ Customers ](.\u002Fcustomers) [ Pricing ](.\u002Fpricing) [ Company ](.\u002Fcompany) [ Careers ](https:\u002F\u002Fjobs.ashbyhq.com\u002FRox-Data-Corp) [ Security ](.\u002Fsecurity) [ Contact ](.\u002Fcontact) Resources [ Docs ](https:\u002F\u002Fdocs.rox.com\u002Fdevelopment\u002Fabout-rox\u002Frelease-notes) [ Status ](https:\u002F\u002Fstatus.rox.com\u002F) [ Articles ](.\u002Farticles) [ Media kit ](https:\u002F\u002Frox-ai.notion.site\u002FRox-Media-Kit-140fe3091319802288fafcfdfb50fa40) Terms & policies [ Privacy Policy ](.\u002Fprivacy-policy) [ Terms of Service ](.\u002Fterms-and-conditions) [ Subprocessor List ](https:\u002F\u002Fdocs.google.com\u002Fdocument\u002Fd\u002Fe\u002F2PACX-1vQl5mqWohdM-CHkz-86n3-C_VVAEonCsZH8B5yJVZoy9bQpwpCGA5SOlDvvmDD_1ZiOYXMZOELXbzeg\u002Fpub)",{"id":486,"height":13,"width":12,"blurhash":487},"ebf9d998-175c-4a26-9195-c2a9fb356975","radial-gradient(at 0 0,#f7f9f7,#00000000 50%),radial-gradient(at 33% 0,#f6f8f6,#00000000 50%),radial-gradient(at 67% 0,#f6f9f8,#00000000 50%),radial-gradient(at 100% 0,#f5f8f7,#00000000 50%),radial-gradient(at 0 50%,#f0eeed,#00000000 50%),radial-gradient(at 33% 50%,#e3e0df,#00000000 50%),radial-gradient(at 67% 50%,#e1dfde,#00000000 50%),radial-gradient(at 100% 50%,#edecea,#00000000 50%),radial-gradient(at 0 100%,#f5f6f4,#00000000 50%),radial-gradient(at 33% 100%,#f3f4f2,#00000000 50%),radial-gradient(at 67% 100%,#f2f2f1,#00000000 50%),radial-gradient(at 100% 100%,#f1f2f2,#00000000 50%)",{"id":489,"height":15,"width":14,"blurhash":65},"c287f67d-65fd-4dfa-b370-082652ff1bbb",[491,494,497,500,503,506,509,512,515,518,521,524,527,530,533,536,539,542,545,548,551,554,557,560,563],{"directus_files_id":492},{"id":493},"91511a4e-98af-4265-a0ff-acf60c995b6f",{"directus_files_id":495},{"id":496},"8e3fa4ad-793f-458b-9e57-0957533e727c",{"directus_files_id":498},{"id":499},"7c80e39d-a269-4067-9289-eaad5fce7f0a",{"directus_files_id":501},{"id":502},"7d9701cb-a65b-4d5d-bd89-605b613ec1d8",{"directus_files_id":504},{"id":505},"ec247998-10d1-4b08-8d7b-041ebc491f26",{"directus_files_id":507},{"id":508},"0297f2b7-6721-4116-aeff-d9612f32f1a2",{"directus_files_id":510},{"id":511},"f8aa6ff3-7251-403c-bcf4-dc19e1cb2cc5",{"directus_files_id":513},{"id":514},"9ac6f2c3-4de7-4bcc-8da8-92adbcfedfde",{"directus_files_id":516},{"id":517},"c85a6c14-f3d4-448e-a63c-006c085f22e0",{"directus_files_id":519},{"id":520},"0e5c1fb1-efb7-438a-bb96-1fcd9357f80c",{"directus_files_id":522},{"id":523},"53087247-ce5a-4081-aa1d-7db726bf6109",{"directus_files_id":525},{"id":526},"0d4d3d07-8440-4b21-a7f1-0d22fa59936f",{"directus_files_id":528},{"id":529},"954acd5c-61f4-4943-b4cf-09f70ffaf23c",{"directus_files_id":531},{"id":532},"afadfbe6-d745-4c2c-a510-32bd30210e56",{"directus_files_id":534},{"id":535},"37d98752-c07a-4fb4-9b88-48f7a5d6d632",{"directus_files_id":537},{"id":538},"52eb9f89-bb21-468e-a4bb-e358c07edcad",{"directus_files_id":540},{"id":541},"ab206ccc-2f57-44a0-8e3c-39bcb333d452",{"directus_files_id":543},{"id":544},"9412f76d-6ae9-448e-9721-ec1266eee2d2",{"directus_files_id":546},{"id":547},"40d1d3ab-b8bc-48f4-9263-9831cdab3e11",{"directus_files_id":549},{"id":550},"27f31cc8-9b61-4d6d-aa34-3e74ee7bab42",{"directus_files_id":552},{"id":553},"dd87a0b3-2825-49ae-8d93-c4aac736f2b2",{"directus_files_id":555},{"id":556},"c8b6b7f9-72f6-436b-b96d-6488d179c93b",{"directus_files_id":558},{"id":559},"d25301a6-c803-4840-a487-b0237cc1081c",{"directus_files_id":561},{"id":562},"8910a46b-f9f3-4dd4-920d-edfbf188d9c4",{"directus_files_id":564},{"id":565},"df32521b-f504-4726-8f02-a6407ab67083",[567],{"languages_code":450,"description":568},"Rox is a sophisticated AI-driven revenue agent designed to automate the entire sales lifecycle for enterprise-level organizations. By handling everything from pipeline generation and lead qualification to meeting booking and account expansion, the platform positions itself as an autonomous force multiplier for the Global 2000. It aims to replace fragmented sales stacks with a singular, intelligent agent capable of driving predictable revenue growth.\n\nThe visual identity is defined by a high-end, editorial aesthetic that leans heavily into bold, oversized serif typography. The use of a light, neutral color palette combined with generous whitespace creates a sense of premium authority and clarity. This minimalist approach, punctuated by sharp UI elements and high-quality video integration, signals a product that is both technologically advanced and deeply professional, specifically tailored to resonate with executive decision-makers in large-scale corporations.","SaaS & Software",[30,26,34],[],[573,574,575,275],"Geist","Fragment Mono","Geist Mono",[],[578,580,581,582],{"score":579,"category":91},67,{"score":313,"category":94},{"score":98,"category":97},{"score":98,"category":100},[584,585,587,588],{"score":103,"category":91},{"score":586,"category":94},86,{"score":98,"category":97},{"score":98,"category":100},[109,113,117,590],"violet","Website: Rox. Page: Homepage. Page type: Home \u002F Landing Page. Page title: Rox: Revenue on Autopilot for the Global 2000. Page description: The Rox agent generates pipeline, qualifies leads, books meetings, manages deals, and expands accounts — all on autopilot. Built for the Global 2000.. Page content: [ ](.\u002F) [ Customers ](.\u002Fcustomers) [ Pricing ](.\u002Fpricing) [ Company ](.\u002Fcompany) [ Contact Sales ](.\u002Fcontact) [ Start now ](https:\u002F\u002Frun.rox.com\u002Fapi\u002Fauth\u002Fsignup) Watch Rox Autopilot launch The #1 Revenue Agent for Global 2000 companies [ Try for free ](https:\u002F\u002Frun.rox.com\u002Fapi\u002Fauth\u002Fsignup) Back ArrowNext Arrow Back ArrowNext Arrow Back ArrowNext Arrow Back ArrowNext Arrow Back ArrowNext Arrow Automate your entire sales process, from lead to close Generate pipeline Qualify leads Close deals Expand deals Custom workflow Outbound Agent Overview Test run Settings Launch Prospecting 448 Total leads found Enriching 446 Leads enriched and scored Engaging 393 Leads where an email has been sent Replying 98 Leads where an email has been sent 448 leads found Stage Last Activity Alex Cronin - Nichy Replying Engaging Enriching Prospecting Mar 28 Jordan Dyne - Axis HQ Replying Engaging Enriching Prospecting Mar 27 Romain Goble - Planet Replying Engaging Enriching Prospecting Mar 27 Ben Issen - Rox Replying Engaging Enriching Prospecting Mar 27 Emily Chen - Airbus Replying Engaging Enriching Prospecting Mar 27 Send meeting recap Overview Test run Settings Launch On transcript completion Trigger: Runs when a meeting transcript is processed. Get transcript Step 1: collect content of transcript Update org chart Step 2: Map key stakeholders present in call Generate email draft Step 3: Generate a concise post-meeting recap email based on the followin Send email notification Step 4: Sent recap with org chart to email Rox Revenue Agent for Global 2000 to AI-Native companies [ 11 Meetings in the first 2.5 Weeks ](.\u002Fcustomers\u002Faxon-911) [ Prototype to production in 45 days ](.\u002Fcustomers\u002Fmongodb) [ 10-15% conversion rate increase ](.\u002Fcustomers\u002Framp) [ Fueling hypergrowth ](.\u002Fcustomers\u002Ftogether-ai) [ Signals to pipeline ](.\u002Fcustomers\u002Fwsp) [ Consolidate GTM stack ](.\u002Fcustomers\u002Fbetterup) [ Mapping complex accounts ](.\u002Fcustomers\u002Fcodat) [ SAMs on Rox close 2.5x more ARR ](.\u002Fcustomers\u002Fbynder) [ Faster decisions, better deals ](.\u002Fcustomers\u002Fcloud-software-group) [ Higher conversion rates ](.\u002Fcustomers\u002Frho) [ Agentic lead-to-cash ](.\u002Fcustomers\u002Fscai) [ 50%+ faster ramp time ](.\u002Fcustomers\u002Fnew-relic) [ 90%+ adoption across 250+ reps ](.\u002Fcustomers\u002Fcouchbase) [ Customer monitoring on key markets ](.\u002Fcustomers\u002Fpuma-energy) [ 2-3x faster time-to-results ](.\u002Fcustomers\u002Ftabs) [ Automating sales workflows ](.\u002Fcustomers\u002Fsnorkel) [ Expand Prototype to production in 45 days How MongoDB evaluated and deployed Rox ](.\u002Fcustomers\u002Fmongodb) [ Expand Faster decisions, better deals Building CSG's AI GTM Engine ](.\u002Fcustomers\u002Fcloud-software-group) No SaaS. No CRM. No enrichment. Just an agent that does it all. Get in the game, or get left behind. The best teams are raising the bar and multiplying results with Rox. App Native Web App Mobile App Desktop Chrome Extension Partner Microsoft 365 Google Workspace Slack Custom MCP API Agent Swarm Capabilities Enrichment & Prospecting Sales Engagement Conversation Intelligence Revenue Intelligence Account Intelligence Agent Orchestration Autopilot Workflows Recommended Actions Command Context Data Lineage & Provenance User authentication & Access Control Unified Permissioning Governance AI Governance & Policy Control Audit logging Entity resolution & deduplication Warehourse Native Knowledge Graph Data Sources Private Data Warehouse Data Public Data Web Blogs $ Proprietary APIs @ Social Get started today [ Start now ](https:\u002F\u002Frun.rox.com\u002Fapi\u002Fauth\u002Fsignup) Rox is committed to the privacy and security of its users. Customer data processed through the Rox platform is encrypted in transit and at rest using AES-256 encryption and is never used to train generalized machine learning models. Rox maintains SOC 2 Type II compliance and undergoes independent third-party security audits on an annual basis. All AI-generated outputs, including but not limited to prospect recommendations, message drafts, meeting summaries, and pipeline scoring, are provided for informational purposes and should be reviewed by authorized personnel before any action is taken. Performance metrics referenced on this website, including pipeline generation figures, response rates, and revenue impact, reflect results reported by individual customers under specific configurations and may not be representative of all deployments. Actual results will vary based on factors including but not limited to data quality, CRM configuration, outreach volume, market conditions, and target audience. Rox does not guarantee specific revenue outcomes. The Rox platform integrates with third-party services including Salesforce, HubSpot, Gmail, Microsoft Outlook, Slack, and others; availability and functionality of third-party integrations are subject to the respective providers' terms of service and may change without notice. Features described as \"autopilot,\" \"autonomous,\" or \"automated\" operate within user-defined parameters and require initial configuration and ongoing oversight. Rox, the Rox logo, and \"Revenue on Autopilot\" are trademarks of Rox Data Corp. All other trademarks are the property of their respective owners. Service availability is subject to the terms outlined in your enterprise agreement. For questions regarding data processing, compliance certifications, or platform capabilities, contact security@rox.com. [ ](https:\u002F\u002Fwww.linkedin.com\u002Fcompany\u002Frox-ai\u002Fabout\u002F)[ ](https:\u002F\u002Fx.com\u002Frox_ai)[ ](https:\u002F\u002Fwww.youtube.com\u002F@Rox-agent-swarm\u002Fvideos) Copyright © 2026 Rox. All rights reserved. 251 Rhode Island St, Suite 205, San Francisco, CA 94103 About [ Customers ](.\u002Fcustomers) [ Pricing ](.\u002Fpricing) [ Company ](.\u002Fcompany) [ Careers ](https:\u002F\u002Fjobs.ashbyhq.com\u002FRox-Data-Corp) [ Security ](.\u002Fsecurity) [ Contact ](.\u002Fcontact) Resources [ Docs ](https:\u002F\u002Fdocs.rox.com\u002Fdevelopment\u002Fabout-rox\u002Frelease-notes) [ Status ](https:\u002F\u002Fstatus.rox.com\u002F) [ Articles ](.\u002Farticles) [ Media kit ](https:\u002F\u002Frox-ai.notion.site\u002FRox-Media-Kit-140fe3091319802288fafcfdfb50fa40) Terms & policies [ Privacy Policy ](.\u002Fprivacy-policy) [ Terms of Service ](.\u002Fterms-and-conditions) [ Subprocessor List ](https:\u002F\u002Fdocs.google.com\u002Fdocument\u002Fd\u002Fe\u002F2PACX-1vQl5mqWohdM-CHkz-86n3-C_VVAEonCsZH8B5yJVZoy9bQpwpCGA5SOlDvvmDD_1ZiOYXMZOELXbzeg\u002Fpub) Rox is committed to the privacy and security of its users. Customer data processed through the Rox platform is encrypted in transit and at rest using AES-256 encryption and is never used to train generalized machine learning models. Rox maintains SOC 2 Type II compliance and undergoes independent third-party security audits on an annual basis. All AI-generated outputs, including but not limited to prospect recommendations, message drafts, meeting summaries, and pipeline scoring, are provided for informational purposes and should be reviewed by authorized personnel before any action is taken. Performance metrics referenced on this website, including pipeline generation figures, response rates, and revenue impact, reflect results reported by individual customers under specific configurations and may not be representative of all deployments. Actual results will vary based on factors including but not limited to data quality, CRM configuration, outreach volume, market conditions, and target audience. Rox does not guarantee specific revenue outcomes. The Rox platform integrates with third-party services including Salesforce, HubSpot, Gmail, Microsoft Outlook, Slack, and others; availability and functionality of third-party integrations are subject to the respective providers' terms of service and may change without notice. Features described as \"autopilot,\" \"autonomous,\" or \"automated\" operate within user-defined parameters and require initial configuration and ongoing oversight. Rox, the Rox logo, and \"Revenue on Autopilot\" are trademarks of Rox Data Corp. All other trademarks are the property of their respective owners. Service availability is subject to the terms outlined in your enterprise agreement. For questions regarding data processing, compliance certifications, or platform capabilities, contact security@rox.com. [ ](https:\u002F\u002Fwww.linkedin.com\u002Fcompany\u002Frox-ai\u002Fabout\u002F)[ ](https:\u002F\u002Fx.com\u002Frox_ai)[ ](https:\u002F\u002Fwww.youtube.com\u002F@Rox-agent-swarm\u002Fvideos) Copyright © 2026 Rox. All rights reserved. 251 Rhode Island St, Suite 205, San Francisco, CA 94103 About [ Customers ](.\u002Fcustomers) [ Pricing ](.\u002Fpricing) [ Company ](.\u002Fcompany) [ Careers ](https:\u002F\u002Fjobs.ashbyhq.com\u002FRox-Data-Corp) [ Security ](.\u002Fsecurity) [ Contact ](.\u002Fcontact) Resources [ Docs ](https:\u002F\u002Fdocs.rox.com\u002Fdevelopment\u002Fabout-rox\u002Frelease-notes) [ Status ](https:\u002F\u002Fstatus.rox.com\u002F) [ Articles ](.\u002Farticles) [ Media kit ](https:\u002F\u002Frox-ai.notion.site\u002FRox-Media-Kit-140fe3091319802288fafcfdfb50fa40) Terms & policies [ Privacy Policy ](.\u002Fprivacy-policy) [ Terms of Service ](.\u002Fterms-and-conditions) [ Subprocessor List ](https:\u002F\u002Fdocs.google.com\u002Fdocument\u002Fd\u002Fe\u002F2PACX-1vQl5mqWohdM-CHkz-86n3-C_VVAEonCsZH8B5yJVZoy9bQpwpCGA5SOlDvvmDD_1ZiOYXMZOELXbzeg\u002Fpub). A Clean \u002F Minimalist, Corporate \u002F Professional, Typographic \u002F Big Type website in the SaaS & Software industry. The overall color palette features White, Black, Gray, Violet. The typography features Geist (Sans Serif), Fragment Mono, Geist Mono, Inter (Sans Serif). AI description: Rox is a sophisticated AI-driven revenue agent designed to automate the entire sales lifecycle for enterprise-level organizations. By handling everything from pipeline generation and lead qualification to meeting booking and account expansion, the platform positions itself as an autonomous force multiplier for the Global 2000. It aims to replace fragmented sales stacks with a singular, intelligent agent capable of driving predictable revenue growth. The visual identity is defined by a high-end, editorial aesthetic that leans heavily into bold, oversized serif typography. The use of a light, neutral color palette combined with generous whitespace creates a sense of premium authority and clarity. This minimalist approach, punctuated by sharp UI elements and high-quality video integration, signals a product that is both technologically advanced and deeply professional, specifically tailored to resonate with executive decision-makers in large-scale corporations.",{"id":593,"website_id":594,"page_id":593,"name":595,"slug":596,"url":597,"website_name":595,"website_slug":596,"website_url":598,"result_url":597,"fetched_at":599,"score":600,"score_boost":343,"ai_score":600,"freshness_score":601,"scored_at":602,"page_name":51,"page_url":597,"page_title":603,"page_description":604,"page_content":605,"page_sort":343,"is_home":349,"is_home_rank":350,"page_type_id":351,"page_type_name":58,"cover":606,"cover_mobile":609,"cover_sequence":611,"translations":702,"industry":21,"styles":705,"credits":706,"font_families":708,"technologies":709,"pagespeed":710,"pagespeed_mobile":717,"buckets":722,"search_payload":724},"7ad32ff5-e1b0-4c6a-ab5e-ecd655232d30","f7570333-a6b7-42dc-aa5c-edd6f947459e","RGE Partner","rge-partner","https:\u002F\u002Frge-partner.de\u002F","https:\u002F\u002Frge-partner.de","2026-05-04T08:01:52.000Z",81,74,"2026-05-23T19:21:20.000Z","RGE & Partner | Unternehmensberatung München – Finanzsektor & Public Sector","Strategieberatung für Banken, Versicherungen & öffentliche Institutionen. RGE & Partner – Beratungsboutique in München mit Branchenexpertise seit Jahren.","Branchen - Banken - Versicherungen - Sparkassen - Asset Manager - Öffentlicher Sektor - Öffentliche Gesundheitsämter Beratungsfelder - Strategieentwicklung - Vertriebssteuerung - Regulierung - Digitalisierungsstrategien - Prozessoptimierung - Risikomanagement - Projektmanagement - Stakeholderkommunikation Banken Gesundheitsämter Versicherungen Öffentlicher Sektor Asset Manager Strategieentwicklung Vertriebssteuerung Regulierung Digitalisierungsstrategien Prozessoptimierung Risikomanagement Projektmanagement Stakeholderkommunikation Öffentlicher Sektor Asset Manager Strategieentwicklung Prozessoptimierung Risikomanagement Regulierung Digitalisierungsstrategien Risikomanagement Banken Gesundheitsämter Versicherungen Öffentlicher Sektor Asset Manager Strategieentwicklung Vertriebssteuerung Regulierung Digitalisierungsstrategien Prozessoptimierung Risikomanagement Projektmanagement Stakeholderkommunikation Öffentlicher Sektor Asset Manager Strategieentwicklung Prozessoptimierung Risikomanagement Regulierung Digitalisierungsstrategien Risikomanagement \\> 2000 Unternehmen und Institutionen haben wir mit unseren Projekten erreicht \\> 0 Tsd. Mitarbeiter:innen unserer Klienten haben wir mit unseren Projekten erreicht \\> 0 Mio. Bürger:innen haben wir mit unseren Projekten erreicht Unternehmen RGE & Partner ist eine Beratungsboutique im Herzen von München. Unsere drei Gründungspartner kamen 2004 von McKinsey mit der Mission, ihren Klienten (in den Bereichen Financial Services und Public Sector) professionelle, unabhängige Beratung anzubieten. Wir sind mit Leidenschaft Problemlöser:innen, Berater:innen und Unternehmer:innen, Forscher:innen und Praktiker:innen. Beratung ist für uns eine Rolle, kein Job. Beratung ist die Kombination aus Expertise sowie Werten wie Verantwortung, Professionalität, Ergebnisorientierung und Unabhängigkeit. [ Unternehmen ](\u002Funternehmen) Wir sind Expert:innen und Innovator:innen in der Finanzindustrie und dem öffentlichen Sektor. Mit tiefgreifendem Fachwissen und präzisen Analysen begleiten wir unsere Klienten. Expertise Expertise Bild Finanzsektor Die Finanzindustrie steht vor großen Herausforderungen. Zinspolitik, Regulatorik, Digitalisierung und die demografische Entwicklung stellen grundsätzlich neue Anforderungen an strategische Konzepte und Umsetzungsoptionen. [ Finanzsektor ](\u002Ffinanzsektor) Expertise Bild Öffentlicher Sektor Der öffentliche Sektor steht künftig vor großen Veränderungen. Digitalisierung, demografischer Wandel und sich stets entwickelnde EU-Regulatorik stellen öffentliche Institutionen vor ganz neue Herausforderungen. RGE & Partner unterstützt auf kommunaler, landesweiter und bundesweiter Ebene bei der aktiven Mitgestaltung der Zukunft. [ Öffentlicher Sektor ](\u002Foeffentlicher-sektor) [ Kira Plaum Jonas Krieger Tara Ziegelbauer Dr. Stephan Germann Martina Schulte Martin Beckmann Dr. Julia Zettler Dr. Wilfried Effing Fabia Sauter Benjamin Signer Zum Team ](\u002Fteam) Karriere Mission Unsere Vision Bei RGE & Partner steht der Klient im Mittelpunkt unserer Vision. Unsere Projekte sind von höchster Relevanz, und wir pflegen direkten Kontakt zum Top-Management. Als Beratungsboutique setzen wir auf Qualität und ein vielseitiges, interdisziplinäres Team mit unternehmerischem Mindset. Unsere unternehmerische Unabhängigkeit, frei von externen Investoren und Gremien, ermöglicht schnelle und effektive Entscheidungen. Stay-up statt Start-up: Unser tragfähiges Geschäftsmodell, nachhaltiges Wachstum und eine langfristige Vision zeichnen uns aus. Wir sind stolz darauf, dass 2026 unser 22. erfolgreiches Geschäftsjahr in Folge ist. Eine Karriere bei uns bedeutet mehr als nur eine Laufbahn: Die persönliche Weiterentwicklung und Unternehmertum gehören bei uns fest zusammen. Wir respektieren deswegen die einzigartige Situation jedes Mitarbeitenden. [ Karriere ](\u002Fkarriere) Kontakt Wir freuen uns auf Ihre Anfrage und werden uns so schnell wie möglich bei Ihnen melden. 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Page content: Branchen - Banken - Versicherungen - Sparkassen - Asset Manager - Öffentlicher Sektor - Öffentliche Gesundheitsämter Beratungsfelder - Strategieentwicklung - Vertriebssteuerung - Regulierung - Digitalisierungsstrategien - Prozessoptimierung - Risikomanagement - Projektmanagement - Stakeholderkommunikation Banken Gesundheitsämter Versicherungen Öffentlicher Sektor Asset Manager Strategieentwicklung Vertriebssteuerung Regulierung Digitalisierungsstrategien Prozessoptimierung Risikomanagement Projektmanagement Stakeholderkommunikation Öffentlicher Sektor Asset Manager Strategieentwicklung Prozessoptimierung Risikomanagement Regulierung Digitalisierungsstrategien Risikomanagement Banken Gesundheitsämter Versicherungen Öffentlicher Sektor Asset Manager Strategieentwicklung Vertriebssteuerung Regulierung Digitalisierungsstrategien Prozessoptimierung Risikomanagement Projektmanagement Stakeholderkommunikation Öffentlicher Sektor Asset Manager Strategieentwicklung Prozessoptimierung Risikomanagement Regulierung Digitalisierungsstrategien Risikomanagement \\> 2000 Unternehmen und Institutionen haben wir mit unseren Projekten erreicht \\> 0 Tsd. Mitarbeiter:innen unserer Klienten haben wir mit unseren Projekten erreicht \\> 0 Mio. Bürger:innen haben wir mit unseren Projekten erreicht Unternehmen RGE & Partner ist eine Beratungsboutique im Herzen von München. Unsere drei Gründungspartner kamen 2004 von McKinsey mit der Mission, ihren Klienten (in den Bereichen Financial Services und Public Sector) professionelle, unabhängige Beratung anzubieten. Wir sind mit Leidenschaft Problemlöser:innen, Berater:innen und Unternehmer:innen, Forscher:innen und Praktiker:innen. Beratung ist für uns eine Rolle, kein Job. Beratung ist die Kombination aus Expertise sowie Werten wie Verantwortung, Professionalität, Ergebnisorientierung und Unabhängigkeit. [ Unternehmen ](\u002Funternehmen) Wir sind Expert:innen und Innovator:innen in der Finanzindustrie und dem öffentlichen Sektor. Mit tiefgreifendem Fachwissen und präzisen Analysen begleiten wir unsere Klienten. Expertise Expertise Bild Finanzsektor Die Finanzindustrie steht vor großen Herausforderungen. Zinspolitik, Regulatorik, Digitalisierung und die demografische Entwicklung stellen grundsätzlich neue Anforderungen an strategische Konzepte und Umsetzungsoptionen. [ Finanzsektor ](\u002Ffinanzsektor) Expertise Bild Öffentlicher Sektor Der öffentliche Sektor steht künftig vor großen Veränderungen. Digitalisierung, demografischer Wandel und sich stets entwickelnde EU-Regulatorik stellen öffentliche Institutionen vor ganz neue Herausforderungen. RGE & Partner unterstützt auf kommunaler, landesweiter und bundesweiter Ebene bei der aktiven Mitgestaltung der Zukunft. [ Öffentlicher Sektor ](\u002Foeffentlicher-sektor) [ Kira Plaum Jonas Krieger Tara Ziegelbauer Dr. Stephan Germann Martina Schulte Martin Beckmann Dr. Julia Zettler Dr. Wilfried Effing Fabia Sauter Benjamin Signer Zum Team ](\u002Fteam) Karriere Mission Unsere Vision Bei RGE & Partner steht der Klient im Mittelpunkt unserer Vision. Unsere Projekte sind von höchster Relevanz, und wir pflegen direkten Kontakt zum Top-Management. Als Beratungsboutique setzen wir auf Qualität und ein vielseitiges, interdisziplinäres Team mit unternehmerischem Mindset. Unsere unternehmerische Unabhängigkeit, frei von externen Investoren und Gremien, ermöglicht schnelle und effektive Entscheidungen. Stay-up statt Start-up: Unser tragfähiges Geschäftsmodell, nachhaltiges Wachstum und eine langfristige Vision zeichnen uns aus. Wir sind stolz darauf, dass 2026 unser 22. erfolgreiches Geschäftsjahr in Folge ist. Eine Karriere bei uns bedeutet mehr als nur eine Laufbahn: Die persönliche Weiterentwicklung und Unternehmertum gehören bei uns fest zusammen. Wir respektieren deswegen die einzigartige Situation jedes Mitarbeitenden. [ Karriere ](\u002Fkarriere) Kontakt Wir freuen uns auf Ihre Anfrage und werden uns so schnell wie möglich bei Ihnen melden. Kontakt. A Clean \u002F Minimalist, Corporate \u002F Professional, Typographic \u002F Big Type website in the Finance & Fintech industry. The overall color palette features White, Black, Blue, Gray. Built using Amazon Web Services, Next.js, Node.js, React. AI description: RGE & Partner is a specialized management consultancy boutique based in Munich, dedicated to guiding organizations through complex transformations. The firm focuses on high-stakes sectors, specifically the financial industry and the public sector, offering strategic expertise to banks, insurance companies, and state institutions navigating digital and regulatory shifts. The website's visual identity is defined by a sophisticated, ultra-minimalist aesthetic that communicates authority and clarity. Utilizing a high-contrast palette of deep cobalt blue and crisp white, the design employs expansive whitespace, elegant typography, and subtle organic wave patterns to create a sense of fluid movement and modern professionalism. 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Integrated Financial Advice from Australia's top Financial Advisers, Business Advisors, Accountants & Mortgage Brokers","- [Business Advisory](https:\u002F\u002Fkearneygroup.com.au\u002Fbusiness-advisory\u002F) - Overview - Ko-Lab - Bookkeeping - [Private Wealth](https:\u002F\u002Fkearneygroup.com.au\u002Fprivate-wealth\u002F) - Overview - Planning Process - Investment Philosophy - [Strategic Lending](https:\u002F\u002Fkearneygroup.com.au\u002Fstrategic-lending\u002F) - [Our approach](https:\u002F\u002Fkearneygroup.com.au\u002Four-approach\u002F) - Overview - What we believe - Integrated Advice Teams - Business x Household - [Our story](https:\u002F\u002Fkearneygroup.com.au\u002Four-story\u002F) - Overview - Our team - Work with us - Community - Awards - [News & client stories](https:\u002F\u002Fkearneygroup.com.au\u002Fnews-client-stories\u002F) - [Contact us](https:\u002F\u002Fkearneygroup.com.au\u002Fcontact-us\u002F) [Financial services ](https:\u002F\u002Fkearneygroup.com.au\u002Fbusiness-advisory\u002F) [Transformational stories ](https:\u002F\u002Fkearneygroup.com.au\u002Fnews-client-stories\u002F) From logic to magic. Kearney Group is a team of over 85 financial professionals and dreamers, doers, pioneers and visionaries. In a professional landscape ruled by best practice, we are the vanguard of truly integrated financial advice for pioneers and their businesses. [Our approach ](https:\u002F\u002Fkearneygroup.com.au\u002Four-approach\u002F) Welcome to Kearney Group. Paul Kearney Founder and CEO Financial services. Our unique skills and truly holistic capability combines the experience and technical know-how required to tackle task-based work, with the creativity needed to drive meaningful transformation. [ Business Advisory. Find out more ](https:\u002F\u002Fkearneygroup.com.au\u002Fbusiness-advisory\u002F) [ Private Wealth. Find out more ](https:\u002F\u002Fkearneygroup.com.au\u002Fprivate-wealth\u002F) [ Strategic Lending. Find out more ](https:\u002F\u002Fkearneygroup.com.au\u002Fstrategic-lending\u002F) Transformational stories. Lucy Feagins, Founder & Editor of The Design Files Client since 2020 Dare to be a pioneer. At Kearney Group our team is growing and we’re on the hunt for talent across a range of exciting roles. Great opportunities to put your stake in the ground in an award-winning firm in inner Melbourne. [Meet our team ](https:\u002F\u002Fkearneygroup.com.au\u002Four-story\u002Four-team\u002F) From revolution to recognition. Kearney Group and our team have been awarded throughout our history. It’s nice to be acknowledged in a profession, even when you’re trying to transform it. Below are some of our recognitions: CERTIFIED 2026-27 Great Places to Work CERTIFIED 2025-26 Great Places to Work CERTIFIED 2024-25 Great Places to Work FINALIST 2023 Multiservice Firm & Boutique Firm of the Year CERTIFIED 2023-24 Great Places to Work FINALIST 2022 IMAP Managed Account Awards - ESG Portfolio Award FINALIST 2018 Boutique Firm of the Year - Australian Accounting Awards NAMED #58 2017 AFR Top 100 Accounting Firms WINNER 2015 Practice of the Year Victoria\u002FTasmania WINNER 2015 AFA Australian Practice of the Year WINNER 2014 National Practice of the Year WINNER 2012 Practice of the Year Victoria\u002FTasmania Speak to the team. [Get in contact ](https:\u002F\u002Fkearneygroup.com.au\u002Fcontact-us\u002F) [Kearney Group Melbourne Level 7, 20 Mollison Street, Abbotsford VIC 3067](https:\u002F\u002Fkearneygroup.com.au\u002Fkearney-group-melbourne-financial-advice\u002F) [Kearney Group Geelong 131 Ryrie St, Geelong VIC 3220](https:\u002F\u002Fkearneygroup.com.au\u002Fkearney-group-geelong-accountants-finance\u002F) P +61 3 9428 8822 Privacy | Legal Business Advisory Overview Ko-Lab Bookkeeping Private Wealth Overview Planning process Investment philosophy Strategic Lending Our Approach Overview What we believe Integrated Advice Teams Business x Household Our story Overview Our team Work with us Community Awards News & client stories Contact us Big ideas, straight to your inbox Kearney Group calls Wurundjeri Country home. We wish to acknowledge the Traditional Owners and their continued connection to land, sea, culture and community. We pay our respects to Elders past and present. We recognise that sovereignty has never been ceded. 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This design strategy effectively targets a modern, forward-thinking audience of business owners and professionals who value both expertise and innovation.",[30,828,829],"Fun \u002F Playful","Illustrative \u002F Hand-drawn",[],[832,832,833,296,296,277],"TWK Everett","Reckless",[835,836,251,81,262,267,85,837],"EWWW Image Optimizer","Gravity Forms","WP Engine",[839,840,841,842],{"score":103,"category":91},{"score":459,"category":94},{"score":600,"category":97},{"score":95,"category":100},[844,845,847,848],{"score":173,"category":91},{"score":846,"category":94},51,{"score":600,"category":97},{"score":95,"category":100},[850,109,851,113],"red","pink","Website: Kearney Group. Page: Homepage. Page type: Home \u002F Landing Page. Page title: Integrated Business & Financial Advisers | Kearney Group. Page description: Meet Kearney Group! Integrated Financial Advice from Australia's top Financial Advisers, Business Advisors, Accountants & Mortgage Brokers. Page content: - [Business Advisory](https:\u002F\u002Fkearneygroup.com.au\u002Fbusiness-advisory\u002F) - Overview - Ko-Lab - Bookkeeping - [Private Wealth](https:\u002F\u002Fkearneygroup.com.au\u002Fprivate-wealth\u002F) - Overview - Planning Process - Investment Philosophy - [Strategic Lending](https:\u002F\u002Fkearneygroup.com.au\u002Fstrategic-lending\u002F) - [Our approach](https:\u002F\u002Fkearneygroup.com.au\u002Four-approach\u002F) - Overview - What we believe - Integrated Advice Teams - Business x Household - [Our story](https:\u002F\u002Fkearneygroup.com.au\u002Four-story\u002F) - Overview - Our team - Work with us - Community - Awards - [News & client stories](https:\u002F\u002Fkearneygroup.com.au\u002Fnews-client-stories\u002F) - [Contact us](https:\u002F\u002Fkearneygroup.com.au\u002Fcontact-us\u002F) [Financial services ](https:\u002F\u002Fkearneygroup.com.au\u002Fbusiness-advisory\u002F) [Transformational stories ](https:\u002F\u002Fkearneygroup.com.au\u002Fnews-client-stories\u002F) From logic to magic. Kearney Group is a team of over 85 financial professionals and dreamers, doers, pioneers and visionaries. In a professional landscape ruled by best practice, we are the vanguard of truly integrated financial advice for pioneers and their businesses. [Our approach ](https:\u002F\u002Fkearneygroup.com.au\u002Four-approach\u002F) Welcome to Kearney Group. Paul Kearney Founder and CEO Financial services. Our unique skills and truly holistic capability combines the experience and technical know-how required to tackle task-based work, with the creativity needed to drive meaningful transformation. [ Business Advisory. Find out more ](https:\u002F\u002Fkearneygroup.com.au\u002Fbusiness-advisory\u002F) [ Private Wealth. Find out more ](https:\u002F\u002Fkearneygroup.com.au\u002Fprivate-wealth\u002F) [ Strategic Lending. Find out more ](https:\u002F\u002Fkearneygroup.com.au\u002Fstrategic-lending\u002F) Transformational stories. Lucy Feagins, Founder & Editor of The Design Files Client since 2020 Dare to be a pioneer. At Kearney Group our team is growing and we’re on the hunt for talent across a range of exciting roles. Great opportunities to put your stake in the ground in an award-winning firm in inner Melbourne. [Meet our team ](https:\u002F\u002Fkearneygroup.com.au\u002Four-story\u002Four-team\u002F) From revolution to recognition. Kearney Group and our team have been awarded throughout our history. It’s nice to be acknowledged in a profession, even when you’re trying to transform it. Below are some of our recognitions: CERTIFIED 2026-27 Great Places to Work CERTIFIED 2025-26 Great Places to Work CERTIFIED 2024-25 Great Places to Work FINALIST 2023 Multiservice Firm & Boutique Firm of the Year CERTIFIED 2023-24 Great Places to Work FINALIST 2022 IMAP Managed Account Awards - ESG Portfolio Award FINALIST 2018 Boutique Firm of the Year - Australian Accounting Awards NAMED #58 2017 AFR Top 100 Accounting Firms WINNER 2015 Practice of the Year Victoria\u002FTasmania WINNER 2015 AFA Australian Practice of the Year WINNER 2014 National Practice of the Year WINNER 2012 Practice of the Year Victoria\u002FTasmania Speak to the team. [Get in contact ](https:\u002F\u002Fkearneygroup.com.au\u002Fcontact-us\u002F) [Kearney Group Melbourne Level 7, 20 Mollison Street, Abbotsford VIC 3067](https:\u002F\u002Fkearneygroup.com.au\u002Fkearney-group-melbourne-financial-advice\u002F) [Kearney Group Geelong 131 Ryrie St, Geelong VIC 3220](https:\u002F\u002Fkearneygroup.com.au\u002Fkearney-group-geelong-accountants-finance\u002F) P +61 3 9428 8822 Privacy | Legal Business Advisory Overview Ko-Lab Bookkeeping Private Wealth Overview Planning process Investment philosophy Strategic Lending Our Approach Overview What we believe Integrated Advice Teams Business x Household Our story Overview Our team Work with us Community Awards News & client stories Contact us Big ideas, straight to your inbox Kearney Group calls Wurundjeri Country home. We wish to acknowledge the Traditional Owners and their continued connection to land, sea, culture and community. We pay our respects to Elders past and present. We recognise that sovereignty has never been ceded. Kearney Group Pty Ltd (ABN 62 140 859 481) Notifications. A Clean \u002F Minimalist, Fun \u002F Playful, Illustrative \u002F Hand-drawn website in the Finance & Fintech industry. The overall color palette features Red, White, Pink, Black. The typography features TWK Everett (Sans Serif, Weltkern), TWK Everett (Sans Serif, Weltkern), Reckless (Serif, Displaay), Google Sans, Google Sans, Roboto (Sans Serif). Built using EWWW Image Optimizer, Gravity Forms, jQuery, PHP, reCAPTCHA, Slick, WordPress, WP Engine. AI description: Kearney Group is a multi-disciplinary financial services firm that positions itself at the intersection of rigorous logic and transformational results. Moving away from the sterile, cold aesthetic typical of the finance industry, the website utilizes a bold, illustrative approach to communicate its mission of providing integrated business and financial advice. The brand identity is built around the metaphor of 'magic'—the ability to turn complex financial data into seamless, life-changing outcomes for entrepreneurs and high-net-worth individuals. The visual identity is striking and unconventional, employing a vibrant color palette of lavender, coral, and cream. High-contrast, textured illustrations—such as the magician's hat and wand—serve as a central motif, signaling a creative and visionary approach to wealth and business management. The typography is elegant yet modern, paired with a clean, spacious layout that ensures the brand feels premium and sophisticated rather than merely whimsical. This design strategy effectively targets a modern, forward-thinking audience of business owners and professionals who value both expertise and innovation."]