Bill Sheldon
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.
Bill’s Posts
Open Enrollment Digital Listening Bulletin #1
Subject: OtherWelcome to week one of our Fall 2019 Group Benefits Open Enrollment Digital Listening Bulletin. In this bi-weekly newsletter, we’ll take a look at the trends, conversations, and themes that we are seeing dominate the group benefits discussion as many carriers, brokers, heads of HR, …
Read MoreWhy the Ancillary Insurance Market is About to Boom, and Only Some Will Have Competitive Advantage
Subject: Market InsightsOffering a health plan is no longer enough. Today’s employers are adding dental, life, long-term disability and other innovative ancillary benefits in order to attract and retain the best talent in the tightest labor market in years. This means brokers and carriers need to follow …
Read More9 Requirements for Effective Cross-Selling in Financial Services
Subject: Cross-Selling, Marketing Analytics, Sales EnablementOur nine requirement guide for financial services companies to build effective and scalable cross-selling programs.
Read More2019: Eliminating Go-to-Market Friction in FinServ
Subject: OtherI had the opportunity over the Holidays to reflect a bit on our Financial Services client experience over the past year, and to think ahead to some of the key industry Go-to-Market challenges we see for 2019. I went through our blogs for 2018 to …
Read MoreWinning in the Coming B2B Payments Revolution: How Financial Institutions Can Avoid Disintermediation
Subject: OtherThe SMB B2B Payments market is heating up as the digital revolution continues to ripple through the Financial Services marketplace. The B2B payments market for the Small and Midsize Business segment (up to $1B in revenue) is expected to grow to $9.06 Tr by 2020 …
Read MoreThe Last Mile Problem: 7 Steps to Closing the Insights-to-Outcomes Gap
Subject: OtherChanging front-line behaviors with data-driven insights will be critical to realizing the benefits from your investments in analytics. It’s harder than you think! Perhaps you are one of those companies in the CMO Survey that is planning a 218% increase in analytics spend over the …
Read MoreCross-Selling is an Endurance Run, Not a Sprint
Subject: Cross-SellingThis month, Chase Sapphire signaled a new strategic focus on cross-selling with a lucrative 60,000-point signup bonus for customers opening a new Sapphire Banking premium checking account. In addition, the offer includes special VIP access to Sapphire lounges at concerts, sports and special events as well …
Read MoreThe Opportunities and Challenges of Marketing Analytics for FinServ Firms
Subject: Marketing AnalyticsThe arrival of the 21st CMO Survey in our inbox prompts us to lift our heads up from our day-to-day work with Financial Services clients and to think retrospectively about where the industry has come in the last year. It affords us an opportunity to …
Read MoreBeware of False Profits, Which May Come to You in AI clothing
Subject: Marketing AnalyticsWith all of the hype around AI, don’t overlook the importance of Human Intelligence to ensure your analytics efforts are addressing the right problems
Read MoreLet’s Talk About the HiPPO In the Room. Five Steps to Activate Data-Driven Sales and Marketing
Subject: OtherIncreasing Data and Analytics Usage is the #1 Marketing and Sales Priority for B2B Companies No one will be surprised to hear that – according to a recent Forrester study1 – 82% of B2B companies believe that increasing the use of data and analytics for …
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