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Bob is the director of the financial services segment at SiriusDecisions. He is a marketing and sales leader with a background in asset management, corporate banking and brokerage. At SiriusDecisions, he works with marketing leaders in the financial services industry on organizational and strategic alignment, marketing compliance, marketing investment and budget and content strategy.

Capturing Insights from a Disjointed Tech Stack
  • Only 32 percent of marketing organizations in financial services can access a BI tool
  • Conducting an inventory of data existing across the platform yields new insights
  • Aligning and prioritizing measurement goals with sales helps to focus efforts and limit requirements

October 27, 2016

Social Media Archiving: Key Considerations
  • Marketing should have input in the selection process for a social media archiving solution
  • Consider the social media platforms currently in use and the need for the archiving solution to evolve in line with the strategy
  • Harness the data from your archiving solution to gain insights and inform your social media strategy

June 22, 2016

Financial Marketers: Questions to Ask Tech Vendors
  • Ask about regulatory compliance as early in the process as possible
  • Data security should be evaluated before piloting any new tech and should include an audit of the vendor’s security features, processes and procedures
  • Be certain that the vendor’s offering can be fully integrated with your existing archiving platform

December 23, 2015