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Popular, online financial platform developed through cooperation between Massachusetts startup and New Jersey-based-bank

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ZSuite Technologies’ ZEscrow product benefitted from insights provided by Kearny Bank

FAIRFIELD, N.J. and WESTWOOD, Mass., March 6, 2024 /PRNewswire/ — This is the story of how a 140-year-old, New Jersey-based bank and a Massachusetts tech startup worked together on developing a streamlined escrow platform … and how this cooperation has helped both companies thrive.

It all began in 2019, when a spinoff in Westwood, MA – which was focused on building online banking tools – took the name ZSuite Technologies. Its earliest products included the commercial banking platform ZRent and ZDeposit. Then, early in 2020, the company began work on ZEscrow, a tool to make the often complex management of commercial escrow accounts quicker, simpler, and accessible from almost anywhere. Much of the initial input for what the ZEscrow product should offer to users came via feedback provided by a test group of five banks, one of which was New Jersey-based Kearny Bank.

“This was during the pandemic, so there were weekly video conferences – basically, brainstorming sessions,” says Curtis Whiting, VP of Product Development for ZSuite Technologies. “Our goal was building an effective product that saved on both human effort and vendor costs. In speaking with the banks that advised us, that was the common theme.”

ZEscrow streamlines complex commercial escrow and subaccounting workflows, and provides control to both businesses and banks. Featuring an easy-to-use online portal, ZEscrow enables users to open, close, fund, track, and organize sub-accounts. In addition, it automates statements, interest-tracking, and even IRS reporting.

“We had one video call with our Kearny Bank partners” recalls Whiting. “And they were actually flipping through this gigantic stack of statements while explaining that without a digital escrow system, each would need to be manually processed, one at a time. They were always very specific about what was most important.”

By July 2021, ZEscrow was ready to go live, and Kearny Bank was among the very first banks to make the platform available to clients. As an example of just how successful the product has been, the very first deposit placed into a ZEscrow account was for $4 by Kearny Bank. Now, less than three years later, ZEscrow holds more than $1 billion in deposits across all ZSuite partner banks that offer the online platform.

Particularly effective for municipal governments, as well as property management and attorneys, the ZEscrow product has contributed significantly to the steady expansion of Kearny Bank’s government banking presence.

“We still benefit from having regular consultations about ZEscrow,” notes Dawn Marcano, Kearny Bank 1st Vice President / Private Client Manager. “We’re consistently learning new things, and I believe ZSuite Technologies is as well. This certainly continues to be a win-win relationship.”

ZSuite Technologies – in which Kearny Bank is an investor – has grown markedly since its establishment. The original five banks in the advisory group now number 85, and instead of casual, weekly conversations, there’s a Quarterly Development Group for the sharing of insights.

“From our perspective, it’s remarkable to have watched ZSuite Technologies grow,” says Marcano. “We started off working with this little startup – just a handful of people. And now, ZSuite has become far more than just a vendor; they’re a key partner. We speak with them almost daily, whether for servicing our shared relationships, thinking about potential growth opportunities, or making future plans. I’m looking forward to seeing where we can take things from here.”

About ZSuite Tech
ZSuite Tech is a financial technology company that aims to power financial institutions with digital escrow products for specific commercial verticals that they can offer to their clients. ZSuite’s products, ZRent and ZEscrow, streamline collection of recurring payments and automate the management and compliance around three-party accounts and multi-use escrow subaccounting. 

To learn more about ZSuite Tech and how it can help your financial institution, please visit: https://www.zsuitetech.com.

About Kearny Bank
Combining the finest traditions of community banking with the industry’s latest, most effective financial products and services, Kearny Bank provides business and personal clients with the tools for success. Established back in 1884, and now operating from corporate offices in Fairfield, NJ, Kearny Bank’s footprint covers most of New Jersey, along with Brooklyn and Staten Island. Additional information is available at kearnybank.com or by visiting Kearny Bank’s social media channels: Facebook, Instagram, Twitter, LinkedIn and YouTube.

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SOURCE ZSuite Technologies

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Bobby Lehew Named commonsku’s Chief AI Officer — an Industry First in Promo

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TORONTO, April 20, 2026 /CNW/ – commonsku, the connected workflow platform trusted by 950+ distributors driving $1.9 billion in network volume, today announced the creation of a dedicated AI + Strategy role, promoting Bobby Lehew to Chief AI Officer to lead the company’s AI initiative for customers and the platform. The move makes commonsku the first platform in the promotional products industry to invest at the leadership level in AI strategy shaped directly by distributor needs.

The new role bridges the gap between what AI can do and what commonsku’s customers need it to solve, owning the intelligence loop between customers, product, and the AI landscape. What makes the role distinct: it combines AI landscape intelligence, product strategy influence, direct customer engagement, and industry thought leadership in a single role.

A Natural Evolution

Lehew brings more than 30 years of experience in the promotional products industry to the role. Prior to joining commonsku, he was the CEO of Robyn Promotions, a company among the first wave of distributors who architected the model of technology driven e-commerce company stores in the industry, earning three consecutive Inc. 5000 rankings. Always tech-forward in his work, his industry recognition includes multiple Gold and Silver PPAI Pyramid Awards.

The shift to AI strategy is a natural next chapter for Lehew. At commonsku, he built the company’s content engine from scratch — co-hosting the skucast (350+ episodes, the #1 promotional products podcast) while leaning heavily into AI for all his work. He is editor of The AI Promo Brief, the industry’s go-to resource for AI developments in promotional products, and speaks frequently on the future of merch and the cultural shifts transforming how we sell. At PPAI Expo 2026, his AI session packed the room to capacity and was named a must-attend session by PPAI editors. The industry has been watching Lehew move deeper into AI for over a year. This role makes it official.

Investing in AI for Customers

“The industry is at an inflection point with AI, and distributors need a partner who understands their business,” said Catherine Graham, CEO of commonsku. “commonsku has always been built ‘by promo, for promo.’ Bobby has three decades of that expertise, a passion for helping our customers, and the strategic insight to shape AI tools for future growth. This role reflects our mission: making sure our AI tools solve real problems for real distributors.”

“The companies pulling ahead are the ones leading with customer intelligence – letting what they learn from their community shape what they build and advancing with the frontier of AI development. That’s what this role is designed to do. I’ll be talking with our customers at every level about AI and making sure the features we build make work smarter, drive growth, and eliminate friction.” said Lehew.

“Bobby and I have been creative partners for years, always pushing each other to see around corners for this industry,” said Mark Graham, President of commonsku. “We’ve launched multiple projects together and helped educate and raise the standard for what the future distributor can look like. This role is a natural evolution of that passion. He deeply understands the industry and the distributor’s pain points, and he sees with us an incredible opportunity with AI. We’re thrilled to build commonsku’s AI future together.”

commonsku’s AI investments are already in motion. The skubot Mockup Generator is in beta with Advanced and Enterprise customers, a new Opportunity Agent is entering beta as an AI-powered business intelligence tool, and the company’s immediate roadmap includes a Description Rewriter, Auto-Art Configuration, and a Presentation Generator with much more to come.

About commonsku

commonsku is the workflow platform of choice for the promotional products industry. Built by industry experts, it combines CRM, order management, and social collaboration tools in one cloud-based solution. Over 950 distributors and the industry’s largest suppliers rely on commonsku to power $1.9 billion in network volume. With commonsku, teams process more orders, work more efficiently, and grow their sales faster. Learn more at www.commonsku.com.

SOURCE commonsku

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The Oxygen Plan Corporation Files Utility Patent on O2OS™ Pre-Diagnostic Behavioral Health Architecture — Measurement, Routing, Reimbursement, Governance; 2008 Prior Art

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Four-layer architecture spans measurement, routing, reimbursement, and governance. 2008 filing predates the Apple App Store and the current generation of digital behavioral health platforms.

MINNEAPOLIS, April 20, 2026 /PRNewswire-PRWeb/ — The Oxygen Plan Corporation today filed a Track One (prioritized examination) utility patent application covering the O2OS™ architecture — spanning measurement, routing, reimbursement, and governance — with foundational disclosures dating to April 22, 2008.

We built the pre-diagnostic measurement layer to make risk visible before it becomes a clinical event. Our role is architecture and calibration. Deployment, operations, and vertical execution sit with institutional partners. — Eric Lucas, Founder-Governor • The Oxygen Plan Corporation

O2OS™ establishes a structured, pre-diagnostic measurement framework that makes behavioral health risk visible, routable, and economically measurable before it becomes a clinical event.

The 2008 filing predates the launch of the Apple App Store.

The subsequent 2009 PCT publication predates the current generation of digital behavioral health platforms.

THE ARCHITECTURE

O2OS™ is a four-layer operating system for behavioral health:

Measurement — Stress Number™, a composite score across Home, Work, and Social domains (each scored 0–100), designed to produce a bounded, interoperable pre-diagnostic behavioral health signalRouting — Smart Referral Engine™, threshold-triggered and tri-hierarchical, designed to match individuals to appropriate resourcesReimbursement — CPT-aligned workflow support, intended to enable billing integrationGovernance — the Automated Governance Utility™, a license registry and access control layer designed to support neutrality and structured participation

The system operates as a closed-loop architecture in which pre-diagnostic measurement informs routing, routing aligns with reimbursement pathways, and governance enables coordinated operation at scale.

STRUCTURAL GAPS

Behavioral health systems currently operate with two unresolved structural gaps:

Penetration Gap — the majority of individuals remain unmeasured at the pre-diagnostic stageRouting Gap — measured individuals are not consistently routed to appropriate resources

O2OS™ is designed as a pre-diagnostic measurement and routing architecture that addresses both conditions within a unified system.

FEDERAL ALIGNMENT

O2OS™ is aligned with established federal and reimbursement pathways, including CMS Coverage with Evidence Development (CED), CPT 96127 and CPT 96138, Medicaid 1115 Waivers, HEDIS quality measures, and CMS Aim 1 for prevention and early detection.

CLINICAL VALIDATION

Stress Number™ has been validated working in collaboration with Mayo Clinic (Archives of Psychology, 2018, N=292). O2OS™ functions as a pre-diagnostic measurement layer designed to support routing toward existing clinical tools and workflows.

About The Oxygen Plan Corporation

The Oxygen Plan Corporation develops O2OS™ — a pre-diagnostic measurement, routing, reimbursement, and governance architecture for behavioral health. Foundational disclosures date to 2008 prior art, with peer-reviewed clinical validation conducted working in collaboration with Mayo Clinic.

Learn more at:

www.theoxygenplan.com

Statements describe system architecture, intended capabilities, and alignment pathways. Implementation and outcomes vary by partner, deployment, and regulatory context.

Media Contact

Chris Lechuga, The Oxygen Plan Corporation, 1 877 897-6520, chris@rockerpr.com, www.theoxygenplan.com

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SOURCE The Oxygen Plan Corporation

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West Monroe Named in Customer Experience Strategy Consulting Services Landscape by Independent Research Firm

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Firm believes inclusion reflects its ability to connect customer experience, AI, and execution to measurable business outcomes

CHICAGO, April 20, 2026 /PRNewswire/ — West Monroe, a global business and technology consulting firm, announced it has been named among Notable Providers in The Customer Experience Strategy Consulting Services Landscape, Q2 2026. The report serves as a resource for executives and customer experience leaders evaluating customer experience strategy consulting providers, offering an overview of 28 providers across the market based on factors such as geographic focus, industry expertise, and business scenarios.

As organizations look to increase customer stickiness and drive growth, many are increasing investment in customer experience strategy while also exploring how AI can enable more personalized, efficient, and scalable experiences. At the same time, organizations face growing pressure to demonstrate clear business value—driving demand for partners that can embed data and AI into end-to-end customer journeys and translate those investments into measurable outcomes.

“Customer experience is evolving as AI expands what’s possible—and raises the bar for how organizations deliver it,” said Chuck Malone, Platforms & Customer Strategy Lead at West Monroe. “We believe our inclusion reflects our focus on helping clients move beyond strategy to execution, embedding data and AI into customer journeys in a way that improves engagement, strengthens retention, and delivers measurable business results.”

West Monroe brings longstanding experience helping organizations design and implement customer-centric strategies across industries including healthcare, banking, energy and utilities, insurance, and consumer & industrial products.

As part of the report, Forrester asked each provider included in the Landscape to identify the business scenarios for which clients most often engage them and highlighted extended scenarios that differentiate providers. In addition to the core business scenarios identified in the report—business assessment and analysis, customer research, and vision and strategy setting—West Monroe highlighted prioritization and roadmapping, technology transformation, and workforce enablement among the extended scenarios.

A core focus of the firm’s customer experience work is contact center and service transformation—helping organizations redesign customer journeys, modernize operations, and implement AI-enabled platforms to improve service experiences and reduce cost-to-serve.

The firm’s customer experience work has delivered measurable results for clients across industries, including:

Healthcare: Redesigned critical contact center workflows for a healthcare organization, improving first-call resolution by 68%, reducing clinic task volume by 33%, and increasing patient satisfaction.Energy & Utilities: Built a Salesforce-powered digital portal in 60 days to support solar rebate programs, reducing approval timelines by more than 60% and enabling administration of 25+ clean energy programs.Banking: Led a digital transformation for a mid-market bank, reimagining onboarding, servicing, and program management—driving more than $100M in new deposits, $550K+ in annual cost avoidance, and a 96% platform adoption rate.

Learn more about West Monroe’s customer experience services: https://www.westmonroe.com/services/customer-experience-platforms.

Forrester does not endorse any company, product, brand, or service included in its research publications and does not advise any person to select the products or services of any company or brand based on the ratings included in such publications. Information is based on the best available resources. Opinions reflect judgment at the time and are subject to change. For more information, read about Forrester’s objectivity here.

About West Monroe

West Monroe is a global business and technology consulting firm passionate about creating value for our clients. We co-create solutions that accelerate results now and prepare industries to tackle what’s next. We’re excited by the possibilities that technology creates. We work with our clients to deliver on the possible, building on their goals, generating fresh insights and creating inspiring outcomes.

We excel at the intersection of industry, strategy, people and technology—always driving rapid impact. Our all-in approach comes from our unique employee ownership structure. Our clients’ success is our success. From the beginning, our growth has come from putting people at the center. Fortune and USA Today consistently celebrate West Monroe as a top workplace, and we’re recognized as a leading consultancy by Forbes and Business Insider. Let’s find more value for your business.

Share our passion at westmonroe.com

Media Inquiries
Christina Galoozis
Director, Communications & Public Relations
cgaloozis@westmonroe.com
847-302-1762

Shira Cohen
Manager, Public Relations
scohen@westmonroe.com
443-841-6879

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SOURCE West Monroe

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