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Trinity acquires Verix, adding AI-powered next-best-action and omnichannel orchestration to TrinityEDGE™.

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CustomerEDGE™

Connected Customer Engagement for Life Sciences

CustomerEDGE™ connects customer intelligence, prioritization, engagement actions, and measurement in one life-sciences platform. It helps teams identify opportunities, coordinate more relevant engagement, and make better-informed decisions over time.

When Customer Intelligence and Decisions Are Disconnected, Engagement Underperforms

Most pharma organizations don’t lack HCP data—they struggle to make sense of it. CRM interactions, digital engagement, event data, claims and third-party syndicated feeds are spread across systems, each with its own owners and metrics. Marketing focuses on opens and clicks, field teams on reach and frequency, analytics on model fit, and finance on budget adherence. What’s missing is a common decision framework that connects these signals and aligns teams around a clear decision.

When intelligence and decisions are disconnected this way, launch and in‑market investment choices are made on partial information, and high‑value opportunities that support the brand’s objective get overlooked. Leaders can struggle to understand performance, assess the contribution and impact of engagement activity, and determine where future investment may create the greatest value.

CustomerEDGE Connects Customer Intelligence, Engagement Actions, and Measurement

We help teams connect siloed intelligence systems and consolidate disconnected projects into a coordinated, measurable capability. CustomerEDGE turns disconnected HCP data into connected commercial decisions. It unifies proprietary and client data into a single customer intelligence layer through purpose-built automated imports and transformations. Life sciences–specific analytics, business rules, and decision workflows help teams identify opportunities, coordinate actions, and learn from performance over time. Instead of treating targeting, orchestration, and measurement as separate projects, CustomerEDGE provides a connected, configurable foundation that links intelligence, action, and measurement around each brand’s priorities.

Connect Customer Intelligence Faster

CustomerEDGE brings together prescribing, clinical, digital, access, and engagement signals into a connected customer view. Pre-built data products, reusable data models, AI-accelerated model construction, and onboarding patterns help teams create insight-ready HCP and account intelligence faster. Teams receive that intelligence within field and digital workflows to prioritize opportunities and act sooner.

Coordinate More Relevant Engagement

CustomerEDGE | Orchestrator uses shared customer context, analytics, and business rules to recommend the appropriate next action, channel, timing, cadence, message, and owner across field and digital channels. Repeatable workflows help teams coordinate engagement from the same decision logic.

Measure Performance. Improve the Next Decision.

CustomerEDGE | Measurement Studio helps teams measure performance, assess channel and tactic contribution where feasible, and explore future budget and channel scenarios. Those insights inform the next engagement and investment decision.

Engage the Right Targets at the Right Time.

Identify timely HCP engagement opportunities through clinical rules or predictive patient finding, powered by CustomerEDGE’s integrated data foundation. CustomerEDGE | Field Advisors bring orchestrated suggestions into field workflows, helping teams plan calls, log interactions and optimize routes.

CustomerEDGE™

From Customer Intelligence to Action and Measurement

CustomerEDGE is a modular commercial intelligence platform that connects HCP intelligence, orchestration, and measurement. It brings together:

  • Connected data foundation & MLOps: Pre-built data pipelines, life sciences specific data models, and an integration toolkit accelerate delivery of analytics-ready data and model creation
  • Proprietary HCP data products: These products reveal channel behavior, content preferences, and clinical practice patterns.
  • CustomerEDGE™ | Orchestrator: Orchestrator runs AI‑driven and rules‑based engagement logic across field and digital, with a focus on efficient MLOps.
  • CustomerEDGE™ | Measurement Studio: Measurement Studio Supports investment optimization, marketing mix analysis, and agentic marketing mix–powered scenario planning.
  • CustomerEDGE | Field Advisors are AI based rep assistants that help them make smarter decisions – just in time. Reprioritizes their time on actions over research.

CustomerEDGE can be deployed according to your enterprise choices. It is designed to elevate your existing technology environment, not compete with it. CustomerEDGE works alongside ForecastEDGE™ and InsightsEDGE™ to connect commercial planning, engagement, and measurement.

What CustomerEDGE Delivers

  • Ready to Use Connected HCP Intelligence: Proprietary data products, reusable data models, automated model preparation, and AI-assisted feature and model evaluation accelerate time to insights across channel, content, and clinical behaviors.
  • Customer Intelligence and Prioritization: Break away from the traditional, manual process of multi-attribute stack ranking to generate targets. Use a process that considers all data and its elements considered to qualify each target.
  • Orchestration & Patient Finding: CustomerEDGE integrates patient, HCP, account, and engagement data into an MLOps toolkit purpose-built for life sciences model creation and evaluation. This foundation supports engagement, orchestration, and patient finding.
  • Measurement and Investment Decisions: CustomerEDGE | Measurement Studio helps teams assess investment performance, explore alternative allocations, and evaluate scenarios beyond current budget constraints.
  • Field Intelligence: Field Advisors are GenAI-based rep assistants that help field teams make timely decisions and spend more time acting on insights than researching them.
  • Configurable Foundation and Trinity Support: CustomerEDGE fits into your technology environment on your terms. It can be configured, operated, co-managed, and extended by Trinity around your data, priorities, workflows, integrations, and governance needs.

The CustomerEDGE Advantage

One Connected Engagement System

CustomerEDGE connects field and digital engagement through a shared decision layer, using the same HCP intelligence, business rules, and priorities. Teams can start with the capabilities they need and scale without creating disconnected point solutions.

Intelligence Shaped by Brand Context

CustomerEDGE does not apply a generic algorithm to every brand. Its intelligence is configured around the therapeutic area, brand objectives, customer journey, market dynamics, field model, and commercial constraints that shape which actions are appropriate.

Built with Pharma Operators

CustomerEDGE is shaped by people who have led commercial decisions in life sciences. Trinity teams bring practical experience across brand strategy, field execution, access, analytics, and omnichannel engagement to determine which signals matter and which decisions are worth changing.

Designed for Real-World Operations

CustomerEDGE works with the way commercial organizations operate today. It fits existing processes, teams, and technology, supports cross-functional decision-making, and applies the right level of automation and governance to make recommendations actionable and execution more efficient.

Other Ways We Help

Trinity provides support beyond insights and recommendations. We help implement recommended changes and evaluate how those changes affect ROI.

Customer Engagement
TrinityEDGE™
Trinity AI
Brand & Marketing Strategy
Commercial Data Foundations
Benchmarking
Commercial Analytics

CustomerEDGE

See What Your Current Engagement Data Is Missing

Discover what’s possible. Schedule a demo and explore if a rapid prototype with your data is the right next step.

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