Insurance and Wealth Management

Merkle helps insurance, wealth management and healthcare leaders attract and cultivate relationships with the best target customers.

Though insurance marketing and wealth management marketing are fundamentally different, they share the following common attributes:

  • Long consumer decision cycles
  • Critical, but often deferred, consumer needs
  • High-costs and often low immediate tangible benefits (the gratification of one-click Amazon Prime orders and overnight delivery don’t apply)
  • Complex channel issues that often involve brokers and agents

We help companies embrace a Connected CRM (cCRM)® approach to create market advantage that yields a profound impact on key performance indicators. The combined use of big data, analytic insights, marketing technology, and tactics—deployed across offline and online marketing channels marketing channels—enables these leaders to target, engage, convert, retain, and grow relationships with desired customers.

Our Solutions

Cost effective acquisition, client engagement, cross-sell, and retention continue to challenge online brokers, wirehouses, asset management companies, and broker/dealers. Merkle can help.

Today’s consumers are engaging across all distribution channels.Is your digital media portfolio delivering scalable, personalized messages that help convert and retain your target audience?

The Affordable Care Act forever changed the healthcare market. Merkle can optimize acquisition and retention efforts with data, analytics, technology, and campaign execution across all channels.

Our Clients

Protective Life
AAA
Geico
Globe Life
Gerber Life Insurance Company
MetLife
Humana
GMAC Insurance
Delta Dental
AARP
Assurant
Regence BCBS
Tianping Auto Insurance
Medical Mutual
Travelers
Emblem Health
WellPoint
The Hartford
Chubb
Nationwide
New York Life

Our Team

With nearly 150 years of insurance, wealth management, and healthcare industry experience — on the both the agency and client side — our team truly understands the challenges you face and has the ability to help you produce better results.

John Lee

John Lee

Executive Vice President,
Vertical Markets

Andy Fisher

Andy Fisher

Chief Analytics Officer

Dan Bernard

Dan Bernard

Vice President,
Insurance & Wealth Management

David Magrini

David Magrini

Vice President of Consulting,
Insurance & Wealth Management

Joe Bornheimer

Joe Bornheimer

Vice President,
Insurance & Wealth Management Practice,
Technology Solutions Partner

Mary Ann Buoncristiano

Mary Ann Buoncristiano

Vice President,
List Brokerage & Acquisition Services

John Dambach

John Dambach

Vice President/Associate Client Partner,
Insurance & Wealth Management

Aaron Tellier

Aaron Tellier

Sr. Vice President,
Insurance & Wealth Management

Troy Ihlanfeldt

Troy Ihlanfeldt

Associate Partner,
Insurance & Wealth Management

Matt Greenawalt

Matt Greenawalt

Senior Director,
Insurance & Wealth Management

Dan Brostek

Dan Brostek

Vice President,
Insurance & Wealth Management Practice

See how Merkle can optimize your customer relationships.

Contact Us