Summit Exchange

One platform. Every step
from audience to attribution.

Summit Exchange is the campaign infrastructure underneath the data. Audience exploration, identity matching, DSP activation, landing pages, dynamic qualifiers, lead management, display campaigns, attribution — all in one platform.

Open Summit Exchange ↗ Talk to Our Team ↗

Platform · End-to-End Infrastructure

Every step. One platform.

A single licensing agreement covers the entire stack. No vendor stitching, no integration cost, no data leak between systems.

Audience Explorer
→
Identity Match · Squyr
→
DSP Activation
→
Unbranded Campaign
→
Dynamic Qualifier
→
Branded Landing
Lead Capture
→
Lead Validation
→
Lead Routing
→
Lead Delivery
→
Attribution Matchback
One contract
A single licensing agreement covers the entire stack. No vendor stitching, no integration cost, no data leak between systems.
One operational surface
Brand teams operate the campaign from one platform. Audience, creative, qualifier, form, lead routing, attribution — all in Summit Exchange.
One growing dataset
Every campaign feeds Summit's data layer. The cohort grows in real time as the platform operates.

Platform · Audience Explorer

Sales-driven audience exploration.

Real cohort sizes. Real-time filtering. Eight use cases. Direct path to licensing.

Acquisition
T3 + CTC
Pre-claim intent.
Use case: New patient acquisition
Modeling
T3 + T1 + T2
Observed seed quality.
Use case: Lookalike expansion
AI Input
T3 + T1
Verified training data.
Use case: Model training
Optimization
T3 suppress + T1 retarget
Don't burn CPM on hand-raisers.
Use case: Efficiency improvement
Access Programs
T2 (93K access cohort)
Process-blocked patients.
Use case: Access program targeting
Adherence
T1 + GLP-1
Multi-year fill cadence.
Use case: Refill & persistence
HCP Activation
HCP + condition
166K confirmed NPIs.
Use case: HCP-targeted campaigns
Attribution
T3 seeded → T1 match
End-to-end funnel.
Use case: Closed-loop measurement

Use case driven. Tier mix auto-configured. Every number on screen ties to a real cohort property.

Platform · Bilateral Exchange

Brand brings their data. Summit brings ours.
We find the overlap. Nobody loses control.

When a pharma brand wants to match their first-party PHI against Summit's cohort, Squyr runs the bilateral exchange under the hood. The brand's PHI never leaves their environment. Summit's data never leaves Summit's environment.

Brand Side
Brand PHI
Local hashing in brand environment. Hash · sign · transmit one-way. Verify Summit signatures · receive matched IDs. Brand's data never left brand environment.
Squyr Protocol
Hash · Encrypt · Sign
Transmit · verify · unwrap in under 90 seconds. Bilateral. Auditable. Hash-chain integrity verified on both sides.
< 90 sec exchange · Auditable · Bilateral
Summit Side
Summit Cohort
Local hashing in Summit environment. Receive · verify · respond signed. Compute overlap · receive matched IDs. Summit's data never left Summit's environment.
Learn more about Squyr →

Platform · DSP Activation

Push the cohort. Every major DSP.
One click.

Once a cohort is built and matched, push it to the DSP of choice. Hash format converted per DSP requirements. Audience ID returned and stored. Refresh schedule configurable per audience.

M
Meta Ads Manager
Custom Audiences API · hashed identifiers
G
Google Customer Match
Customer Match · cross-platform
T
The Trade Desk
First-party data onboarding
D
DeepIntent
Healthcare-native DSP

Activation happens downstream of Squyr's bilateral exchange. PHI never enters the DSP. Bilateral architecture preserved. Partner-owned DSP credentials. No central credential pool.

Platform · Unbranded Sponsor Capability

Summit runs the ads
pharma brands can't.

Meta, Google, and many DSPs restrict pharma brands from advertising prescription drugs directly. Unbranded condition campaigns can run, but the legal sponsor must be an independent entity. Summit serves as that sponsor.

Stage 1 · Unbranded ad on Meta
"Free diabetic cookbook"
"60-second OSA screener" · "BMI risk check"
Run by Summit · Meta-compliant. Native Instant Form OR Summit-hosted landing.
Dynamic Qualifier · Skip questions Summit already knows from the seed list. Only ask what's new.
Stage 2 · Qualified user routed
Branded landing page
Qualified user routes to branded landing page for the full pharma campaign experience.
Branded ISI · Important Safety Information rendered per MLR
Branded CTA · Full pharma campaign experience
Lead delivery · Captured and routed to brand CRM
The structural bridge between Meta's audience and the pharma brand's funnel.

Platform · Dynamic Qualifier Studio

Logic-tree qualifier. Built per brand.
Optimized over time.

Every unbranded ad funnels users through a dynamic qualifier — a branching question flow designed to filter only the patients matching the brand's target profile.

Competitor Qualifier · Cold Traffic
Q1: Do you have type 2 diabetes?
Q2: Are you currently on medication?
Q3: What's your BMI range?
Q4: Are you currently on metformin?
4 Questions · 35% Completion
Summit Qualifier · Seeded Traffic
Q1: Do you have type 2 diabetes? — known
Q2: Sex / Age band — known
Q3: BMI range — known
Q1: Are you currently on metformin? (the only new question)
1 Question · 78% Completion · 2× conversion lift
2× conversion lift on Summit-seeded traffic vs. cold traffic competitors.

Platform · Landing Page Studio

Build landing pages.
Or recreate them.

Two output modes for every campaign.

Mode A · Summit-Hosted
Templated landing page
20+ templated pages covering common pharma scenarios. Drag-and-drop editor. Brand variables for logo, colors, fonts, copy. Pre-installed pixels for all major DSPs. Mobile-responsive, accessible, sub-2-second load. Multi-form sequential chaining for cross-brand opportunities.
Mode B · Native DSP Form
No landing page
Meta Instant Form or equivalent on other DSPs. Qualifier embedded in the DSP's native form flow. Zero latency. Maximum completion rate. Best for high-volume, low-complexity campaigns where speed matters more than brand control.

Platform Comparison

Why brands choose Summit over
traditional programmatic agencies.

Traditional Agency / DSP
Audience definition: keywords, browsing data, demo segments
Measurement: click-through, view-through, modeled conversions
Data access: third-party cookies, panel data, no Rx visibility
Startup time: 6–12 weeks for audience build
Reporting cadence: monthly digital metrics, no Rx linkage
Traditional approach
Summit Platform
Audience definition: Rx behavioral signals, HCP prescribing data, journey stage
Measurement: geo holdouts, cohort Rx lifts, channel attribution
Data access: consented Rx data, HIPAA-compliant, pharmacy-anchored
Startup time: <48 hours via Exchange; <3 weeks custom build
Reporting cadence: weekly Rx lift reports, monthly attribution stack
Patient-centric & compliant

Ready to activate?

Start with the Summit Exchange
or build a custom audience

Browse pre-built packages and activate in under 48 hours, or engage our team to build a custom patient audience from your specific brief.

Browse the Exchange Request custom build