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Matthew A. Regan

Director, Financial Services
Matt Regan

Matt is a marketing strategist with over 20 years of client and agency-side experience, and with a professional focus in the consumer financial services.

In his current role as Strategy Director at Merkle, Matt uses his industry knowledge and breadth of performance marketing expertise to help our clients develop integrated business-building strategies, identify new marketing opportunities, and optimize their program tactics and messaging.  

Throughout his career, he has helped Fortune-500 companies like Morgan Stanley, Nationwide, Fidelity Investments, Citibank and The Bank of New York develop and implement goal-exceeding marketing programs.

Prior to joining Merkle in 2012, Matt was Director, Integrated Marketing at Fidelity Investments, where he developed multi-channel programs to grow and retain high value clients. Recent efforts included leading the marketing for Fidelity’s cross-company retail drive into Fixed Income; the evolution of High Net Worth ($1M+), high-touch marketing programs; growing customer assets and retention through sales-integrated, education-driven marketing.

Matt is a graduate of New York University’s Stern School of Business (MBA) and St. Lawrence University (MA). He resides in Edgartown, Massachusetts with his wife and two boys.

Matthew's Articles, Blog Posts, Webinars and More

4 Ways Financial Marketers Can Take Their Strategic Plan To The Next Level

Here's how financial marketers can hurdle the array of mental barriers erected by consumers, and make sure they aren't wasting money on messages delivered to the wrong people at the wrong time.

Marketing Insights: Gamification

How can you make the difficult and tedious task of budgeting fun for consumers? Gamification is an increasingly popular way, and not just for video game geeks.

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Email: A Force Multiplier for Response

Merkle has a wide array of performance marketing strategies and tactics at its disposal to drive response. Often these techniques use cutting-edge digital technologies or modeling techniques, and sometimes both. But just as often, we find that low-tech approaches can generate response magic too.