Financial services customers today are overwhelmed by choice and complexity. Meeting their needs and guiding their financial future starts with radical audience-centricity—knowing what needs, wants, and moments of truth drive buyer decisions, and using a combination of voice-of-the-customer programs and digital listening to improve customer experiences.
Many established financial services firms remain tethered to complex legacy operations from the back end all the way to the front lines—while fintechs disrupt at will, building fresh from the ground up. But bigger firms have an untapped advantage. By leveraging oceans of customer data, analytics can increase innovation speed, and deliver richer, more tailored customer experiences. We help identify friction points, buying signals, and attrition warnings to drive agile conversion and retention programs.
Balancing a multitude of direct and indirect selling channels–wholesalers, internal sales, advisors, agents, and direct-to-consumer initiatives–is a big challenge. Unmanaged channel conflict, whether internal or in the market, hurts efficiency and pushes buyers away. We combine a deep understanding of financial services channels with rigorous, proven methodologies for optimizing coverage to create more efficient, more effective go-to-market schemas.
With limited insight into which cross-sell opportunities were worth their selling manager’s time, our client wanted an in-depth look at their installed base of more than 30,000 mid-market customers. Who were the high-propensity cross-sell buyers, and how could an indicator be triggered to the relationship and account managers for immediate action?
With over 20+ years working with financial services clients, Bill knows the most effective data-driven sales and marketing approaches for banking and investment clients. 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. Recently Bill has been helping investment firms navigate the changing distribution landscape and align sales and marketing teams in digitally focused initiatives.
Steven Lewis leads the Go-to-Market solutions practice at MarketBridge, guiding the development and delivery of strategic efforts with sales and marketing leaders. Steven has deep industry expertise in working with clients like American Express, Visa, HSBC, and US Bank. His unique point of view helps industry leaders navigate routes to market and business dynamics to drive go-to-market effectiveness and cohesion.
Melanie Russo leads the marketing solutions practice at MarketBridge, guiding the development and delivery of strategic efforts with sales and marketing leaders. Melanie has industry expertise working with MarketBridge clients like Capital One and Nasdaq. She alos has prior experience working with money managers and CNBC during her time as a Vice President of Marketing at InvestorPlace, as well as previous experience as a Senior Vice President at SenecaOne Finance.