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Dan Bernard

VP, Client Services, Insurance and Wealth Management
Dan Bernard

Dan leads Merkle’s service delivery for financial brands with the integration of media, creative, technology, data, and customer strategy that creates competitive advantage for clients.  Dan’s experience spans direct and intermediary distribution models and includes many direct-to-consumer product launches. 


Dan joined Merkle in 2011 from The Hartford, where he led personal lines Marketing Analytics and Customer Marketing teams. Prior to that, he was a sales and marketing strategy consultant in the pharmaceutical industry.

Dan received an MBA with distinction from the Tuck School of Business at Dartmouth and a BA in economics from Haverford College. 

Dan's Articles, Blog Posts, Webinars and More

Chat bot conversation on laptop

Insurtech and the CMO: Understanding How Virtual Assistants Will Impact Your Brand

Insurance companies are planning to introduce multiple artificial intelligence (AI) applications over the next few years. Insurance CMOs have a major stake in this evolution considering how these technologies are positioned will affect brand perception, engagement, and other marketing outcomes.

The Death of the Digital Marketing Career

"If you want a career at the cutting edge, go digital. Learn search. Learn site. Learn social." This was the advice we gave (or perhaps received as) young marketers 10 years ago. And it's been a fairly constant refrain since that time - a nearly sure bet given ever-expanding budgets and the proliferation of new digital channels.

But it is 2016 and something feels different. In nearly every corner we are starting to ask digital marketers to be something they are not. Digital marketing as a career is dying. And there is more than a little irony in what is coming next. In 2016, marketing is going "old school," creating a significant skill and talent gap. More than ever, we need our old school marketers back!

Blog We suggest...

What's Important to Today's Insurance Marketers?

This is the third article within the Marketing Imperatives Series for Insurance & Wealth Management Executives Insurance industry competition has long hinged on scale—carriers would compete for the best shelf space in the broadest agent/broker network with the winners building the most robust risk
Blog We suggest...

Is ‘Big Data’ Big Enough? Part 2

At its core, Connected CRM is about pulling customer strategy throughout a company’s organization and infrastructure, operationally linking strategy with financial management and experience delivery platforms.
Blog We suggest...

Is ‘Big Data’ Big Enough?

Over the last few weeks, I’ve been surprised at the number of times I’ve been asked about Big Data and, more importantly, what’s next. What’s next – as in what is the next big thing? At first, I found this a little surprising.