Level – Engineering customer value: MarTech, data and operating model consultancy for Nordic enterprises

01On technology you trust

  • Adobe
  • Bloomreach
  • Braze
  • Salesforce
  • Databricks
  • Snowflake
  • Microsoft

02Customer value system

Nordic enterprises are not new to managing customer value. Many have already realized that materializing a customer's full value, from lead generation to churn, is complex. Unless technology, data and operating model are harmonized into a single system, complexity exhausts the organization before the value materializes.

Level engineers that system to reduce complexity, accelerate commercial execution and turn go-to-market investment into customer lifetime value, continuously.

03Expertise

We help clientsSize the opportunityArchitect the systemEngineer the stackOperate and optimize

Size the opportunity

Every go-to-market investment carries a case worth testing. We size where value is being left on the table, model the scenarios that make it real, and turn the analysis into a roadmap you can commit to.

  • Go-to-market investment assessment
  • Customer base value assessment
  • Market opportunity mapping
  • Scenario modeling & investment logic
  • Roadmap & prioritization

Architect the system

A customer value system is only as strong as its blueprint. We design the operating model and domain architecture for the data, decision and orchestration layers that carry the weight of everything built on top.

  • As-is architecture & maturity assessment
  • Operating model design
  • Data and identity architecture (unified profile, consent, data quality)
  • Decision and orchestration blueprint
  • Vendor and platform selection
  • Compliance-by-design

Engineer the stack

We build the data pipelines, implement the platforms and develop the custom solutions that turn strategy into mutually rewarding customer experience.

  • Data capture, integration & staging development
  • Identity resolution & consent management
  • Decision intelligence model development
  • Embedded and custom channel development
  • Decision and orchestration platform implementation
    • Real-time Interaction Management
    • Campaign Management
    • Customer Data Platform
    • Marketing Automation

Operate and optimize

A system proves itself in production. We keep it accountable by measuring performance, testing what's next, and holding governance steady as the business around it keeps moving.

  • Performance management, attribution and reporting
  • Testing and continuous experimentation
  • Journey, trigger & business rule tuning
  • Hypercare & user adoption support
  • Analytics and system health monitoring
  • Ongoing governance and compliance oversight
  • Interim role coverage

04Engagements

We engage in many contextsYours is the one that matters

Customer value system assessment

You invest well in go-to-market, but you can't see which parts of your customer value system carry their weight. We map its capabilities from strategy and insight through data, content production, orchestration and routing logic, channels and compliance, score each across process, people, data, technology and governance, and rank the gaps by effort and reward.

Capabilities in use

  • Customer base value assessment
  • As-is architecture & maturity assessment
  • Go-to-market investment assessment
  • Operating model design
  • Roadmap & prioritization

Commercial acceleration

You know where you want to go, but it is not happening fast enough. Commercial targets slip while a technical backlog grows, or performance isn't managed closely enough to see what works and act on it. We clear the backlog alongside your team, sharpen how performance is tracked and steered, and support sales and marketing to act on it until they can run it themselves.

Capabilities in use

  • Performance management, attribution and reporting
  • Journey, trigger & business rule tuning
  • Decision intelligence model development
  • Testing and continuous experimentation
  • Interim role coverage
  • Hypercare & user adoption support

Post-merger integration

Two brands, two customer bases, two stacks and two ways of working, and one revenue target. We turn your brand synergy ambitions into requirements, design the end-state architecture, map what the legacy stacks will and will not allow, and plan the modernization and migration path, resolving customer identities across both bases along the way. Then we stay alongside your teams through the surprises every merger brings, so the program keeps moving instead of waiting for perfect.

Capabilities in use

  • Customer base value assessment
  • As-is architecture & maturity assessment
  • Data and identity architecture (unified profile, consent, data quality)
  • Identity resolution & consent management
  • Roadmap & prioritization
  • Interim role coverage

Vendor and platform selection

You are about to commit to a platform for the next five to ten years, and the decision has to hold. We translate your goals into prototypes that pin down the data and functional requirements for segmentation and personalization, settle the architecture and your future way of working with you, and shortlist only vendors that fit both, and who provide a platform your team can realistically run. Then we support the decision process so commercial and IT choose together, with eyes open.

Capabilities in use

  • Vendor and platform selection
  • Decision and orchestration blueprint
  • Data and identity architecture (unified profile, consent, data quality)
  • Operating model design
  • Scenario modeling & investment logic
  • Compliance-by-design

Platform implementation

The platform is bought. Now it has to earn its license. We model your data, identity and consent around the way you want to work, build custom integrations that pull scattered workflows into one place, and launch the first journeys and channels. Through hypercare and long after, we stay close so your users never get stuck.

Capabilities in use

  • Decision and orchestration platform implementation
  • Data and identity architecture (unified profile, consent, data quality)
  • Data capture, integration & staging development
  • Identity resolution & consent management
  • Embedded and custom channel development
  • Hypercare & user adoption support

Re-platform or rebuild

Your platform is reaching end of life, or years of use cases and data added without a system in mind have bogged it down. Whether we move you to a new platform or rebuild on the one you have, the business can't pause. We map what exists, redesign what should not survive, run old and new side by side and migrate in controlled waves, so nothing stops while we work.

Capabilities in use

  • As-is architecture & maturity assessment
  • Data and identity architecture (unified profile, consent, data quality)
  • Data capture, integration & staging development
  • Decision and orchestration platform implementation
  • Compliance-by-design
  • Analytics and system health monitoring

AI opportunity mapping

AI agents can now take on real work and real decisions, but it is hard to see where they would pay off first in your business. We walk your value chain and processes with the people who run them, pinpoint the work and decisions agents can automate or support, and weigh each opportunity by value, feasibility, data readiness and risk. You leave with a prioritized roadmap from first pilot to scale.

Capabilities in use

  • Operating model design
  • Decision and orchestration blueprint
  • Decision intelligence model development
  • Scenario modeling & investment logic
  • Roadmap & prioritization

Customer value transformation

There is both a need and an opportunity to rethink how you manage customer value. We start from your strategy and commercial goals and design everything from there, drawing on whichever mix of capabilities and engagements it takes. Together we devise a roadmap and execute it step by step, so your organization evolves to its next level and carries forward the momentum we build.

Facing something that isn't covered here?

We don't fit clients into boxes. Our greatest assets are our ears and our experience: we dig into the problem with you and right-size the remedy, whether that is a short, targeted fix or a multi-year program. More than 20 years in business have come from being an honest partner, including telling you when the answer isn't technology.

05Work

The best workhappens in partnership

For some clients we partner for the full transformation; for others, it's a single layer of the system that needs us. There can be peaks of activity followed by periods of steady operations, but we stay close enough to step up when the scope does.

  • Alm Brand Group: Post-merger integration of multi-brand revenue system

    • 6x brands
    • 800k customers
    • +1m leads per year
    Vertical
    Insurance
    Technology
    Databricks, Adobe Campaign, Salesforce Marketing Cloud, Enreach
    Frameworks
    GDPR, DORA, ISAE3000

    Situation

    When Alm. Brand Group acquired Codan’s Danish business in 2021, it became one of Denmark’s largest non-life insurers, with several strong brands running on separate technology, data and go-to-market processes. As integration progressed, the group set a higher ambition: to manage customer value as one system across brands, from first lead to renewal, while each brand keeps its distinct market position. Realizing that ambition at pace became a commercial priority, with direct impact on acquisition cost, cross-sell and time to market.

    Why Level

    Managing customer value is as much commercial as technical: technology, data and operating model must work as one system across marketing, sales and IT. Alm. Brand Group needed a partner that sees the whole chain end to end and aligns it systematically, rather than one function at a time. Level offered prior partnerships with both Alm. Brand and Codan, equal depth in engineering and commercial execution, and the capacity to step in.

    Outcome

    The group has set a two-year roadmap with Level and delivered its first milestones: consolidated MarTech orchestration across brands, rewired lead routing and distribution, sales teams aligned to the new model, and Level consultants in key interim roles. The work continues side by side with the group’s teams, building in-house capability, a data-driven commercial excellence discipline and a leaner MarTech stack. Each step is measured against strategic goals and key commercial metrics.

  • Avtalat: Scenario-Based Roadmap for Unifying Three Brands into One

    • 200k+ employers
    • 5m+ employees
    Vertical
    Insurance
    Technology
    Salesforce Marketing Cloud, Salesforce Data360
    Frameworks
    GDPR, ISAE3000

    Situation

    Fora, Collectum and Avtalat are joining forces under one organization and brand, bringing together three established identities, complex backend systems, customer data and communication platforms. The ambition is to create one unified experience for millions of Swedish employers and employees. But consolidating technology, data and brand awareness while maintaining business continuity is no small task. The transition requires a carefully managed approach that preserves customer trust, ensures seamless communication and guides customers through the change without losing them along the way.

    Why Level

    Successfully integrating three organizations requires more than technical expertise. It demands a partner who understands the business, customer journeys and underlying architecture. With a long-standing, proven relationship with the organizations, including involvement in Fora’s original MarTech setup, Level brings deep domain knowledge and hands-on experience from major post-merger integrations in Nordic insurance. This combination enables Level to bridge strategic ambitions, customer experience and technical realities when evaluating the path forward.

    Outcome

    Level delivered a pragmatic, scenario-based integration roadmap, outlining the advantages, trade-offs and implications of different approaches. Each scenario considers domain architecture, data integration, MarTech orchestration and customer experience, ensuring that technical decisions support commercial and operational objectives. By making dependencies, risks and opportunities transparent, Level provided a fact-based foundation for decision-making, helping the organizations navigate complexity and confidently define their path towards a unified future.

  • Norlys: End-to-End Commercial Performance Management Across Energy and Telecom

    • 800k+ owner-customers
    • 3.5m+ customer relationships
    Vertical
    Telco, Utility
    Technology
    Salesforce Marketing Cloud, Snowflake, Enreach
    Frameworks
    GDPR, ISAE3000

    Situation

    Norlys is Denmark’s largest integrated energy and telecom group, owned by more than 800,000 energy customers. Through mergers and acquisitions, including Stofa and, in 2024, Telia Denmark, it has brought energy, fibre, TV and mobile together under one brand. With a broader portfolio came a bigger commercial opportunity: managing go-to-market performance as one system, from lead sources and routing to sales and up- and cross-sell, across products whose data still lives in different legacy billing and delivery systems.

    Why Level

    Commercial performance can only be managed when the whole chain is visible, from the first lead investment to the closed sale. Norlys needed a partner that could optimize that chain end to end rather than one link at a time, while solving the hard data problems underneath it. Level offered a decade inside Telia’s MarTech team, commercial depth in go-to-market performance, and the engineering to model data across products, brands and systems.

    Outcome

    Norlys now manages go-to-market performance end to end with Level: lead source spend is optimized against results, routing logic steers leads through the MarTech stack into the dialer, and sales performance is followed with one view across the chain. Underneath, a data model unifies customers and CRM activity across products, legacy brands and systems, enabling systematic up- and cross-sell on consolidated MarTech stacks. Next, leads are being brought into the same data and orchestration universe as customers.

  • Viaplay: Data-Driven Personalization Across Streaming Channels and Apps

    • 5x markets
    • 4.4m subscribers
    Vertical
    Media
    Technology
    Adobe Campaign, Databricks
    Frameworks
    GDPR, ISAE3000

    Situation

    Viaplay Group is one of the Nordic region’s leading streaming services, competing against global platforms with significantly larger budgets. With rich customer profile, behavioral and streaming data, the opportunity lay in turning that data into actionable, personalized customer experiences. Viaplay set out to compete smarter: activating data effectively, increasing automation and personalization, and orchestrating communication across channels, including inside the streaming apps, to drive engagement and customer lifetime value.

    Why Level

    In streaming, customer value is won or lost inside the product, so MarTech, data and the streaming platform must work as one system. Viaplay needed a partner combining strategic expertise with hands-on execution across CRM, data engineering and product development. Building on a long-standing partnership, Level offered deep streaming industry knowledge and the engineering and operational capabilities to design, implement and continuously optimize customer engagement across the lifecycle, working as an extension of Viaplay’s CRM team.

    Outcome

    Together with its CRM, data engineering and product teams, Viaplay has established a scalable MarTech architecture with Level, connecting customer, behavioral and streaming data to advanced orchestration, including channels inside the streaming apps. Automation and personalization have increased significantly across the customer lifecycle. Level continues to evolve the architecture and capabilities with the CRM team, measured against engagement, operational efficiency and customer lifetime value.

  • TV4 Media: Real-Time, AI-Enabled Orchestration of a Multi-Brand Streaming Business

    • 900k customers
    • +28% streaming time
    Vertical
    Media
    Technology
    Braze, Snowflake, Salesforce Service Cloud, Salesforce Data360
    Frameworks
    GDPR, ISAE3000

    Situation

    TV4 Media, home to TV4 and TV4 Play in Sweden and MTV in Finland, has moved towards a streaming-first business while transitioning from Telia to Schibsted ownership. The focus is on leveraging modern data and MarTech capabilities to deliver more relevant, personalized customer experiences, strengthen customer engagement and drive long-term customer value. With news and live sports at its core, the ability to engage customers in real time is essential.

    Why Level

    When news breaks or a match kicks off, customer value is won in seconds, across email, push and the streaming apps themselves. TV4 Media needed a partner that could bring together data, technology and customer engagement across its brands and markets, while adapting to evolving business needs. Level offered media domain expertise, engineering depth from data platform to in-product orchestration, and hands-on experience developing and optimizing the MarTech ecosystem.

    Outcome

    Since 2020, TV4 Media has worked with Level to consolidate TV4, TV4 Play and C More onto a modern data and MarTech platform, reducing brand-specific technical debt along the way. Centralized orchestration enables more coordinated and personalized customer engagement across channels, including within the streaming apps. With AI connected across orchestration, data, documentation and development, governed by TV4’s own framework, new features and CLV programmes reach customers faster and at higher quality.

  • Falck: Commercial Transformation Built on Customer Data

    • 1906 founded
    Vertical
    Services
    Technology
    Treasure Data, Microsoft Azure
    Frameworks
    GDPR, ISAE3000

    Situation

    Falck is one of Denmark’s best-known names in assistance, safety and health, serving private households and businesses through subscriptions across a broad range of services. Behind the scenes, customers, agreements and products are connected in complex ways. As ambitions for customer lifetime value grew, Falck’s Danish B2C and B2B organization set out to change how it works with customer data, segmentation and automation: modernizing key systems and building a foundation for a more data-driven way of working with customers.

    Why Level

    A transformation like this depends on understanding the business as much as the data. Through nearly two decades of partnership, Level knew Falck’s business, its complex customer data and the platforms that came before. Falck needed a partner that could bring that knowledge into a joint effort with its own CRM, MarTech and IT teams, and judge where to adapt the new platform and where to model the data instead.

    Outcome

    Together, Falck’s CRM, MarTech and IT teams and Level have changed how the organization works with its customers. A new customer data platform, fed from Falck’s central data platform, gives commercial teams one picture of complex customer and product relationships. Teams have become far more self-reliant, segmenting customers and launching new activities themselves, so CLV initiatives move from idea to execution faster, on a foundation built for data-driven customer work.

06About

On site or online,across the Nordics

  • 2005Founded
  • CopenhagenHeadquarters
  • DKK 30m+Annual revenue
  • 8+ yearsAverage employee tenure
  • 20+Customers

Who we are

We stay calm when complexity rises and give advice that holds up, even when it isn’t the easiest answer. We know strong foundations take work, and that they make growth possible: clean data, sound architecture and ways of working people can sustain. So we do the thorough work first. That’s what makes bold steps safe.

We invest in people on both sides of the partnership. Long tenure gives our consultants deep experience, and we hand it on, so our clients’ teams come out of every engagement more capable than they went in. The result is fewer surprises, steadier hands and progress that lasts.

07Contact

Start witha conversation

Where are you based?

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…or feel free to contact us directly. Søren is your go-to for Denmark and Norway, and Jesper for Sweden and Finland.

Søren Brahm LauritsenManaging Partner sl@levelconsulting.com+45 21 20 80 62LinkedIn
Jesper ÅkessonClient Lead & Partner ja@levelconsulting.com+46 731 41 60 55LinkedIn
“Their approach was extremely concrete and practical. They clearly explained step by step what needed to happen and how the transformation would be executed.”
Head of CRM & MarTech, Falck
“I genuinely see the people at Level as an extension of my team, rather than external consultants.”
Head of CRM, Viaplay
“They understand the systems, the business context, and the organisation deeply enough to work independently.”
Head of Customer Engagement, Tryg
“They challenge us when needed, even when doing so means less revenue for them. Win-win in the long run.”
Head of CRM, Viaplay
“They consistently challenge us to think differently and follow best practices rather than simply continuing with the way we have always worked internally.”
Head of Communication & Marketing, Avtalat

08FAQ

Frequentlyasked questions

  • Level is a Nordic consultancy, headquartered in Copenhagen, that builds customer value systems: the technology, data and operating model that turn go-to-market investment into customer lifetime value. Level sizes the opportunity, architects the system, engineers the stack, and operates and optimizes it for enterprise clients across the Nordics. Level Consulting A/S was founded in 2005 as ONE Marketing A/S.

  • Level works with customer data, decisioning, orchestration and analytics platforms, including Salesforce Marketing Cloud, Adobe Campaign, Bloomreach, Braze, Databricks, Snowflake and Microsoft. Level is platform-independent and starts from the client’s existing stack and technology choices, which have also included Adobe Experience Platform, Adobe Journey Optimizer, Salesforce Agentforce Marketing, Microsoft Dynamics 365 Customer Insights, Treasure Data, Tealium iQ, Tealium AudienceStream, Selligent, Portrait Dialogue, Unica Campaign, Acoustic, Enreach Flows and Enreach Outbound.

  • Level works with mid-sized and large companies in Denmark, Sweden, Norway, Finland and Iceland, mainly in insurance, pension, energy, telecom, media and manufacturing. Besides GDPR, many of Level’s clients operate under sector regulation such as DORA, so compliance is built into how Level designs and runs their systems.

  • An engagement with Level usually starts with a conversation about the client’s situation, followed by a short, scoped first step such as a customer value system assessment, a vendor selection or a defined delivery. Scope and success criteria are agreed before any larger commitment is made.

  • Level offers fixed prices for defined deliveries, such as assessments, selections and implementations, and time and materials or retained teams for ongoing development and operations. Interim roles are priced per role and period.

  • Level builds AI into customer value systems, mainly as decision intelligence: propensity and next-best-action models, segmentation and personalization. Level also uses AI in its own delivery to shorten development time and raise quality. For client work, Level only uses AI where the client has explicitly allowed it, under the client’s governance and in AI infrastructure the client makes available.

  • Yes. Level often takes over inherited platforms. It maps what exists, stabilizes what is critical and improves the rest step by step, either by re-platforming or by rebuilding on the same platform, while the business keeps running.

  • Every year, Level’s GDPR practices are audited by its external auditor, and its controls for processing personal data are reviewed in an independent ISAE 3000 assurance report. Level’s operations are designed to comply with its clients’ DORA requirements. Level helps clients build security by design into every technical component and into their manual and automated procedures.

  • No. Level hands on its experience through documentation, training and side-by-side work, so client teams come out of every engagement more capable than they went in.

  • Yes. Level regularly works alongside creative agencies, platform vendors, system integrators and internal IT. It takes the role the client needs without duplicating what others already do.

  • A first conversation with Level can usually take place within days, and a scoped first step typically starts within two to four weeks.

  • Both. Level works on site or online across the Nordics, in whatever form the work needs, in Danish, Swedish and English.