Aaron Tellier

Practice Lead, Insurance & Wealth Management

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.

All Sessions by Aaron Tellier

Printer Friendly See Full Agenda

Day 1: Nov 17, 2020

Day 2: Nov 18, 2020

12:30 pm

12:30 pm


Driving digital results through behavioral economic principles

In marketing, especially digital marketing, where you have fractions of seconds to influence a customer action, you’ve got to know how to tap into the human decision making process at a deeper level. During this session we’ll challenge your perceptions about what it means to be customer centric and we’ll show you how a basic knowledge of behavioral economics can help your digital experience stand out from the crowd.
Source insights on how to:
• The changing face of financial services customers and what is next for marketers
• Building experiences which tap into behavioural economics
• How to customise your digital experiences
Building an integrated, robust digital experience