Rich Smith

Chief Marketing Officer

Award winning Chief Marketing Officer with a history of building profitable companies and top-tier brands for the financial services, health care, insurance, and consumer financial products industries. I help CEO’s and PE firms differentiate their businesses in the most competitive industry segments and have a track record of delivering results in high-pressure situations including: hyper-growth private-equity funded start-ups, newly acquired companies, stalled or declining sales, post-bankruptcy turnarounds, and companies facing a financial, regulatory, or public relations crisis.

Particular expertise as a B2C and B2B CMO and P&L Owner; creating and executing go-to-market strategy, aligning sales & marketing, scaling lead generation, brand positioning & brand refresh, growing production from $0 to $25B+, assembling high-performing teams, launching new products & locations, digital transformations, data driven marketing, public relations, crisis communications, competitive analysis, in-depth market research, strategic positioning, and relationship-building with clients and internal corporate verticals.

Target Industries & Segments: Financial Services, Healthcare, Mortgage, Banking, Insurance, Credit Card, Consumer Financial Products, Wealth Management, FinTech, MarTech, Addiction Treatment, Mental Health, Eating Disorder Treatment, and Behavioral Health.

Member of the North American Advisory Board of the CMO Council and the Governing Body of the CMO Collective. Frequent speaker and panelist at industry events and conferences.

All Sessions by Rich Smith

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Day 1: Nov 3, 2022

2:35 pm

2:35 pm



Why Customer-Centric Digital Transformation Begins Within

Over 30% of financial services customers say they’re likely to recommend a brand because of the transformation efforts its undertaking. Drive bottom-line results and hit key performance indicators by unlocking what matters most to your customers. Gain practical tips on:

  • The necessary steps to create your own digital transformation blueprint
  • Strategies to utilize your data to build personalized experiences for your customers
  • Top benchmarks and KPIs to measure how you stack up against your competitors

Align your brand strategy to the operations of your business.

Day 2: Nov 4, 2022