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Aaron Tellier

SVP & GM, Insurance & Wealth Management
Aaron Tellier

Aaron has been delivering business results in the wealth management and broader financial services industry since 2000. Throughout his career, he has focused on the development of leading customer relationship marketing (CRM), sales, business intelligence and analytic capabilities for companies such as Merrill Lynch, Morgan Stanley, AXA, Nationwide, Bank of America, and Bank of Montreal. In 2010, his efforts earned Merrill Lynch a CRM Enterprise Excellence award from Gartner and 1to1 Media.

Aaron is known for his innovative solutions to tough industry challenges in financial advisory services, online brokerage, retirement, and distribution. At Merrill Lynch, he led a cross-functional CRM organization that bridged the gap between business strategy, technology, and sales and marketing execution. Notable examples of his expertise include real-time multi-channel interaction management, marketing operations, dynamic segmentation, actionable client analytics, cross-selling, and retention strategies.

Aaron holds a BS in political science from the US Naval Academy and an MBA from Yale School of Business Management

Aaron's Articles, Blog Posts, Webinars and More

Delivering the promise of 1:1 customer engagement

Delivering the promise of 1:1 customer engagement: Closing the gap between marketing vision and execution

Changing policyholder, prospect, agent, and advisor expectations require a new way of reaching target audiences—both in terms of channels and content. As a senior marketing executive, you have already made significant investment in marketing automation and digital delivery capabilities. Optimizing these investments is essential to delivering the personalized marketing solutions and superior customer engagement outcomes necessary for success​

Next Best Action

Why You Need to Know Your Customer's Next Best Action

The way companies do business and view customer relationships today has drastically changed. Knowing who your customers are and providing seamless experiences is more critical than ever.

Webinars We suggest...

Humanizing the Client Experience in a Digital World

Financial services companies have every intention of delivering value to clients. But, oftentimes the breadth of customer touch points and our own business objectives get in the way of our ability to truly connect with consumers.
Webinars We suggest...

Creating Personalized Financial Advisor Experiences

We know how difficult it is to get the attention of financial advisors in today’s crowded and competitive marketplace. The explosion of digital communication channels—which was supposed to make things easier—has made breaking through even more challenging.
Blog We suggest...

Three Ways Wealth Management Companies Can Leverage Their Websites

Wealth management companies are often guilty of using their website as nothing more than an online brochure. After all, user engagement tools such as online search and display are really more for industries that use mass marketing tactics, not specialized, relationship-focused sales with a long cycle, right?