Senior Vice President
Bill Sheldon rejoined MarketBridge as a Senior Vice President to lead our Financial Services Practice. Bill has more than 20 years experience working with clients on data-driven approaches to sales and marketing effectiveness.
Prior to rejoining MarketBridge, Bill was the Chief Solutions Officer at Angoss Software, with overall responsibility for the design, development and deployment of predictive analytic solutions within major financial services accounts, including Great West, MetLife, Oppenheimer, Allianz, and Alliance Bernstein among others.
Prior to Angoss, Bill held the positions of Vice President of Marketing Solutions for Paradyz Analytics, a multi-channel marketing services agency, and Chief Operating Officer for CFM Partners, a leading provider of SaaS of Governance, Risk and Compliance solutions in the financial services industry.
While at MarketBridge previously, Bill led the Technology Sector and the Decision Sciences practices for nearly 15 years as Senior Vice President, working with leading technology clients such as Microsoft and IBM, among others. Bill began his career at Accenture in the Washington, DC office.
Bill holds a BS from the University of Virginia, and a Masters of Business Administration from the American University in Washington, DC.
How Cloud Native Acumatica Adjusts Their Marketing Amid SaaS CompetitionSubject: Customer Experience, Go-to-Market Strategy
Bill Sheldon spoke with Todd Wells, Chief Marketing Officer at Acumatica, on the headwinds and tailwinds the cloud-native, enterprise resource planning (ERP) software leader is facing in a changing economy.Read More
3 Go-to-Market Challenges in Asset ManagementSubject: Go-to-Market Strategy
Observations and takeaways from last month’s SME Forum, Asset Management Industry Event – “Latent Leverage: Getting More With What You Have.” Increasing the yield on data, technology, content, activation, and talent investments will be critical to overcoming pressing industry issues.Read More
Top 3 Distribution Enablement Priorities in Asset ManagementSubject: Customer Experience
We surveyed asset management leaders to understand imperatives for the digital future and found 3 distribution enablement priorities. View the top 3 priorities for market leaders in 2022 on our infographic.Read More
2021 Group Benefits: Continuing Rise of Benefits Admin Platforms-as-a-ChannelSubject: Channel Partner Enablement
A massively fragmented Benefits Administration (BenAdmin), HR, Payroll, Carrier, and PEO drives more frustration than a utility for many. Carriers and brokers will have to start thinking and acting much more like technology marketers and systems integrators moving forward in the benefits admin platform-as-a-channel inevitable …Read More
2021 Group Benefits: Shifting the Mindset from Products to SolutionsSubject: Buyer Journeys, Customer Experience, Growth Pathways, Sales Enablement
In Part 3, our team shares why Brokers and Providers are bundling coverages, the innovation potential for group benefits leaders that are transitioning from products to solutions, and 5 steps to building a customer-centric solutions strategy.Read More
2021 Group Benefits: Personalizing the Benefits Experience Via Employee SegmentationSubject: Buyer Journeys, Customer Experience
In Part 2, our team shares how the pandemic has altered employee engagement in the benefits enrollment process, what employers and employees need from carriers/brokers during this accelerated transition, and what this means for…Read More
2021 Group Benefits: Changing Distribution and Go-to-Market ModelsSubject: Go-to-Market Strategy, Growth Pathways, Sales Enablement
In Part 1 of our series, we dive into the specific go-to-market models for benefits providers as they face challenges. From employer-via-broker to direct-to consumer models, read on to see what’s happening and where things are going. We share strategies, imperatives, and foreseeable opportunities for …Read More
4 Strategies Group Benefits Providers Must Consider to Drive GrowthSubject: Market Insights
Our market intelligence team listened to 1,000’s of digital conversations this Fall around Open Enrollment to identify the top topics and themes that emerged. We combined this digital listening with client insights, competitive analysis, and our expertise to arrive at several key go-to-market themes that we believe will be critical to driving growth in the 2021 group benefits market, and beyond. An Industry …Read More
Research on Changing Consumer Perceptions in Financial ServicesSubject: Market Insights
This blog is based on an interview conducted by Bill Hortz, Founder of the Institute for Innovation Development with Bill Sheldon, SVP at MarketBridge Disruption breeds change, but the right kind of change is driven by building from your customers’ needs and perceptions. In a …Read More
Developing Your Immediate Response to FinTech DisruptionSubject: Market Insights
This blog is based on an interview conducted by Bill Hortz, Founder of the Institute for Innovation Development with Steven Lewis, SVP at MarketBridge Fintech entrants are creating financial services industry disruption by changing the customer value equation and causing a major impact on consumers’ …Read More