For brokers, advisors & agents

More capability behind your client relationships.

Add Scintilla Charter, AI, and private brand expertise, bring Retail Reason into your team’s work, or build a product under your own brand.

The relationship comes first

Your clients stay your clients.

I won’t take your clients. My role is to strengthen the work you do for them.

We agree on responsibilities, client communication, access, and data use before the engagement begins. You keep the relationship; I bring capability behind it.

A partner for the work behind the advice.

You know your clients and their commercial priorities. I can help your team apply retail knowledge, improve analytical work, and turn repeated needs into tools and processes that support more of your business.

Expertise to draw on

Enable the team. Add expertise. Build your own.

01

Scintilla Charter advisory

Add depth to client questions about shoppers, assortment, product performance, and the digital shopping journey. I work through Charter’s reports and analytical tools with your team, bringing retail judgment to the investigation within each client’s authorized access.

Research planning and audience briefs can support product decisions and handoffs to the client’s research or media team. Start with a focused decision brief or action plan, then build ongoing advisory around the work your clients need.

See how Charter support works
02

Retail Reason enablement

Help your team put Retail Reason Intelligence to work on the operating questions they encounter. Identify useful workflows, work through examples, and build confidence in when and how to use the guidance.

See the products
03

AI and private brand advisory

Bring another perspective to supplier readiness, sourcing and product development, and the handoffs behind a private brand program. Apply AI to practical reporting, research, preparation, and follow-through where it helps your team do the work.

04

Custom and white-label products

Build a reporting experience, knowledge tool, or client workflow under your own brand. Start with the work your users need to do, then shape the product, build, and rollout around it.

Explore a partner workspace concept

From recurring need to reusable capability

Build around how your firm works.

A tool may begin with a report your team rebuilds every week, a question they answer across many clients, or a service you want to deliver through your own product.

I can help define the requirements, shape the experience, build and review the work, and support adoption with the people who will use it.

See one idea brought to life

Clear scope from the start.

For a custom build, we agree on the users, data access, branding, ownership, implementation, maintenance, and support. Your needs determine the solution and the working relationship.

How engagements work

Start a conversation

What capability would make your team stronger?

Bring a Charter question, a client need, an AI workflow, or an idea for a product your firm could own.