Matt is a marketing strategist with over 25 years of client and agency-side experience, and with a professional focus in the consumer financial services.
In his current role as Vice President, Insurance and Wealth Management Vertical Lead at Merkle, Matt uses his deep industry knowledge and breadth of performance marketing expertise to help clients develop integrated business-building strategies, identify new marketing opportunities, and optimize program tactics and messaging.
Throughout his career, he has helped Fortune-500 companies like GEICO, TIAA, Nationwide, Morgan Stanley, Citibank and BNY/Mellon develop and implement goal-exceeding marketing strategies.
Prior to joining Merkle in 2012, Matt was Director, Integrated Marketing at Fidelity Investments, where he developed omnichannel, segment-driven strategies to grow and retain high value clients.
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 sons.
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.
Topics:
Wealth Management
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Financial Services
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.
Topics:
Email
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Wealth Management
