Morris Misel Case Studies
Financial Synergy, Case Study
Morris keynoted Financial Synergy’s user conference in Melbourne, speaking directly to platform leaders, software clients, and decision-makers across the superannuation ecosystem. The brief wasn’t “what’s coming in tech” they already knew that. The real challenge was how to make platforms matter in a future where clients can’t see the difference.
Allianz (mHealth + Workers Comp), Case Study
Morris was invited to headline Women in Finance VIC’s annual member event, delivering a keynote that brought future possibility into personal clarity. Speaking to an audience of emerging and established women in financial roles, Morris unpacked the hidden shifts shaping the future of careers, platforms, and decision-making in a system not built for them but being reshaped by them.
Women in Finance, Case Study
Morris was invited to headline Women in Finance VIC’s annual member event, delivering a keynote that brought future possibility into personal clarity. Speaking to an audience of emerging and established women in financial roles, Morris unpacked the hidden shifts shaping the future of careers, platforms, and decision-making in a system not built for them but being reshaped by them.
Wealth Advisory Firm, Case Study
A leading wealth advisory group brought Morris in to unpack why their next-generation clients weren’t engaging. The issue wasn’t financial literacy or product performance — it was emotional misalignment. Through strategic foresight sessions, Morris helped reframe the offering around autonomy, identity, and future fluency — showing the team why value isn’t just held. It’s felt.
Allianz, Case Study
Across two pivotal moments post-GFC and again during the fallout of the Royal Commission Allianz engaged Morris to challenge how insurance could stay trusted, needed, and human. The focus was not on product, but on public positioning: What should a 21st-century insurer mean to people?