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: Uncategorized

Welcome 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, …

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Why the Ancillary Insurance Market is About to Boom, and Only Some Will Have Competitive Advantage

Subject: Market Insights

Offering 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 …

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9 Requirements for Effective Cross-Selling in Financial Services

Subject: Cross-Selling, Marketing Analytics, Sales Enablement

Our nine requirement guide for financial services companies to build effective and scalable cross-selling programs.

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2019: Eliminating Go-to-Market Friction in FinServ

Subject: Uncategorized

I 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 …

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Winning in the Coming B2B Payments Revolution: How Financial Institutions Can Avoid Disintermediation

Subject: Uncategorized

The 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 …

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The Last Mile Problem: 7 Steps to Closing the Insights-to-Outcomes Gap

Subject: Uncategorized

Changing 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 …

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Cross-Selling is an Endurance Run, Not a Sprint

Subject: Cross-Selling

This 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 …

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The Opportunities and Challenges of Marketing Analytics for FinServ Firms

Subject: Marketing Analytics

The 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 …

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Beware of False Profits, Which May Come to You in AI clothing

Subject: Marketing Analytics

With all of the hype around AI, don’t overlook the importance of Human Intelligence to ensure your analytics efforts are addressing the right problems

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Let’s Talk About the HiPPO In the Room. Five Steps to Activate Data-Driven Sales and Marketing

Subject: Uncategorized

Increasing 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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