Alex Cavalieri

Director of Marketing Operations

Alex Cavalieri serves as the Director of Marketing Operations overseeing content, digital, CAIS IQ learning design, and project management. Prior to CAIS, Alex Cavalieri was the Head of Marketing and Strategy at CION Investments and Advisor I/O (A CION Company). Before that, he served as a Vice President at BlackRock, leading digital growth areas for iShares and U.S. experiences. He also held other roles in BlackRock overseeing digital experiences within the Retirement Marketing division and BlackRock’s Campus Recruiting, as well as various strategy, marketing, and sales roles at Glocal, Omni Corporation, and Workbridge Associates. Alex received his Bachelors in Communications and Rhetorical Studies from Syracuse University.

All Sessions by Alex Cavalieri

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Day 1: Nov 3, 2022

Day 2: Nov 4, 2022

4:20 pm

4:20 pm


How to Find the Right Balance Between Speed, Continuity, and Change for Your Financial Services Organization

Digital transformation is a journey, not a destination. Leading digital transformation is about securing buy-in from senior stakeholders, choosing the right software and driving down costs within your organisation. Whether through a lack of understanding of the benefits of going digital or sometimes out of personal concerns, all projects meet some opposition in the drive to digital marketing transformation. Find out what success looks like for your business, within a digital journey and how to avoid the failures and missed opportunities that are all too common within digital transformation strategies.  Putting the best roadmap in place. Build your own blueprint to:

  • Embrace greater integration and complexity without compromising short term growth
  • Maintain a lead on local and global financial global regulation and standards
  • Balancing the best new tech approaches and old-school channel expertise

Finding your best approaches to faster acceleration of cost reduction and restructuring