Convertiv

Based in Boston, Massachusetts, Convertiv is a digital consultancy that works with marketing, digital, revenue, and operations leaders at B2B organizations. The team, sized between 1 and 10, describes deep expertise across B2B high technology, medical device, pharma, and financial services sectors, positioning itself as a partner that embeds with client teams rather than operating as an external vendor. Client organizations are typically those looking to modernize legacy systems and prepare for AI-driven marketing and revenue operations. Convertiv organizes its work into three areas delivered through what it calls Forward Teams℠: AI Foundations, AI Experiences, and AI Growth. AI Foundations covers GTM architecture, engineering and automation, user analytics, attribution and performance reporting, and building a modern data stack for marketing use cases. AI Experiences includes UX and design, design systems and agentic engineering, web and mobile app development, and DevOps, maintenance and monitoring. AI Growth focuses on AEO/GEO (answer engine and generative engine optimization) along with paid media and account-based marketing. The stated method combines cross-functional teams — spanning strategy, engineering, data, and UX design — with AI-augmented workflows intended to connect CRM, marketing, and data systems, improve personalization capabilities, and strengthen measurement and attribution for clients aiming to compete in AI-influenced search and buying journeys.