Employers today are challenged to balance cost efficiency, compliance, and employee value in an evolving benefits landscape. Traditional structures often fail to maximize financial efficiency for both businesses and employees.
ORG Private Client recognized an opportunity to elevate its market positioning by integrating CapstonePlus, an innovative pre-tax healthcare and financial wellness solution. However, successfully bringing this program to market required a structured approach—one that ensured compliance alignment, clear messaging, and scalable adoption.
Bringing a new solution to market requires more than just awareness—it demands clarity, compliance, and adoption. ORG’s journey was about more than launching a benefits program; it was about becoming a trusted leader in employer-sponsored benefits. Through a structured, strategy-first approach, Fortunis helped ORG:
- Refine market positioning to clearly communicate CapstonePlus benefits to HR leaders and business owners.
- Develop compliance-aligned messaging to educate and engage employers at scale.
- Establish a scalable adoption strategy to ensure long-term market success.
Client Project
ORG Private Client + CapstonePlus: A Market Revolution
Strategic Execution
Market Positioning | Compliance-Driven Messaging | Digital Brand Optimization
01. ORG Challenge
Employers lacked a clear understanding of how CapstonePlus complements existing benefits, leading to misconceptions about IRS & ACA compliance and limited business adoption.
02. Fortunis Approach
We worked with ORG to build a scalable employer-focused framework, reshaping their market approach with clear messaging, strong employer engagement, and compliance-driven education.
03. Market Impact
ORG Private Client is now positioned as a leader in employer benefits strategy, driving employer engagement, increasing market adoption, and establishing a digital-first positioning fully aligned with CapstonePlus.
