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Merkle Insurance & Wealth Management Practice Reports Growth in 2012

February 19, 2013
Columbia, MD

Merkle (www.merkle.com), a leading customer relationship marketing (CRM) firm and the nation’s largest privately-held agency, announced record setting growth for its Insurance and Wealth Management practice. In 2012, Merkle’s Insurance and Wealth Management practice experienced a 36% increase in net revenue year over year. This growth was a reflection of Merkle’s continued focus on providing world-class CRM solutions for its clients and its expanded breadth of expertise through key additions to the Merkle team. The Insurance and Wealth Management practice also expanded its roster of iconic brands in 2012 to include AAA Northern California, Nevada & Utah Insurance Exchange, NCNU, CUNA Mutual Group, Protective Life, and SBLI.

Merkle’s Insurance and Wealth Management practice continued its momentum of employing the Connected CRM value proposition through thought leadership creation. In September, John Lee, senior vice president and practice leader, Merkle, authored a white paper entitled “Connected CRM: The Digital Marketing Value Chain”. This was complemented by Merkle’s third annual Financial Services & Insurance Exchange as well as a three part webinar series in October, November and December. The theme of the events focused on Merkle’s industry-specific point of view on how the new digital marketing value chain is taking shape; how it impacts financial services and insurance firms; and how to enable the critical strategic capabilities required by connected CRM.  

“In 2012 we noticed a trend in our industry; organizations were recognizing the importance of channel attribution and understanding how online channels work separately and together to better maximize their marketing spend in the areas that have the most impact on the consumer decision making process,” said John Lee, senior vice president , client advisory group, Merkle. “Our prediction for 2013 is that these organizations will now begin to better understand the concept of the digital marketing value chain in order to help them become more efficient marketers.”

About Merkle

Merkle is a leading data-driven, technology-enabled, global performance marketing agency that specializes in the delivery of unique, personalized customer experiences across platforms and devices. For more than 30 years, Fortune 1000 companies and leading nonprofit organizations have partnered with Merkle to maximize the value of their customer portfolios. The agency’s heritage in data, technology, and analytics forms the foundation for its unmatched skills in understanding consumer insights that drive people-based marketing strategies. Its combined strengths in performance media, customer experience, customer relationship management, loyalty, and enterprise marketing technology drive improved marketing results and competitive advantage. With 7,000 employees, Merkle is headquartered in Columbia, Maryland, with 21 additional offices in the US and 33 offices in Europe and APAC. In 2016, the agency joined the Dentsu Aegis Network. For more information, contact Merkle at 1-877-9-Merkle or visit www.merkle.com.

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