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Brian S. Morris

Vice President, Client Partner, Financial Services
Brian S. Morris

Brian S. Morris is a Partner at Merkle and has more than 20 years of financial services industry experience. Mr. Morris has worked with banks, insurance, and financial markets companies around the world in developing and advancing their customer data and analytics strategy, which includes customer/marketing analytics, enterprise data management, data quality, situational and advanced analytics, Big Data discovery analysis, and data visualization. 

In addition, Mr. Morris developed the offerings, the methodologies, and the team of practitioners to align organizations to financially justify and sustain small and large scale customer-focused data and analytics transformational initiatives. Mr. Morris has extended a patented business value methodology that has been leveraged by practitioners across multiple industry verticals and geographies worldwide.

Specialties: customer analytics & data strategy development, advanced analytics, financial analysis/modeling, financial strategy development, benefits realization strategy development, metrics analysis, business process reengineering, call center optimization, negotiations, business development.

Brian's Articles, Blog Posts, Webinars and More

Marketing Technology Benchmarks Across Financial Services and Insurance

Marketing Technology Benchmarks Across Financial Services and Insurance

Join Merkle’s Marketing Technology Strategy team for a webinar as they explore marketing technology practices among leading financial services and insurance organizations on topics such as activation, workflow, orchestration, insights, marketing database, and ID management.

Short Title
5 Tips to Getting Customer Centricity Right

More and more financial institutions want to transform their organization to be more customer centric and focus on transforming their customer relationship marketing capabilities. Like many in the industry, banks have seen the impact of digital and how it’s changing the way in which marketing must interact with customers and prospects. The concept of data-driven, highly addressable messaging at every touchpoint requires new internal skills and organizational design.

[button class="ff-btn ff-btn-wide ff-btn-orange" url="http://thefinancialbrand.com/51368/customer-centric-banking-strategy/"]Read Article »[/button]

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Is My Car Going to Tell Me I am Fat?

The Internet of Things is at a tipping point, and it will soon give companies the ability to collect an enormous amount of data. That dawning reality poses a challenge for marketers. Are you ready to capitalize on the Internet of Things while also being sensitive to your customers' privacy expectations.