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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

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.

Talking personalization

Talking Personalization, Part 8: Insurance

In part eight of the Talking Personalization series, we discuss the insurance and wealth management industry with Aaron Tellier, SVP, General Manager - Insurance Wealth Management at Merkle.

Articles We suggest...

4 keys to thriving in an uncertain future

If the insurance industry exists to manage future uncertainty, why are today's dominant carriers sweating their own uncertain future? One big reason is the pace of change that is centered on two major trends.
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?