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

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

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

Dan Bernard

Dan Bernard

Vice President,
Insurance & Wealth Management

Aaron Tellier

Aaron Tellier

Sr. Vice President,
Insurance & Wealth Management

Andy Fisher

Andy Fisher

Chief Analytics Officer

Joe Bornheimer

Joe Bornheimer

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

Matt Greenawalt

Matt Greenawalt

Senior Director,
Insurance & Wealth Management

Shiv Gupta

Shiv Gupta

Vice President,
Insurance & Wealth Management,
Analytics Lead

John Dambach

John Dambach

Vice President/Associate Client Partner,
Insurance & Wealth Management

Troy Ihlanfeldt

Troy Ihlanfeldt

Associate Partner,
Insurance & Wealth Management

David Magrini

David Magrini

Vice President of Consulting,
Insurance & Wealth Management

Mary Ann Buoncristiano

Mary Ann Buoncristiano

Vice President,
List Brokerage & Acquisition Services

See how Merkle can optimize your customer relationships.

Contact Us