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Aaron Tellier

EVP & GM, Insurance & Wealth Management, Merkle
Aaron Tellier

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

Aaron's Articles, Blog Posts, Webinars and More

Webinars We suggest...

Building Meaningful Customer Relationships Through Digital Experiences Part 5: Optimization

Authored by: Aaron Tellier, Jennifer DeGiovanni, Kartik Poduval |
Published on: Apr 16, 2021
The key to any meaningful relationship is the ability to listen and adapt. A customer-driven marketing experience is no different, especially as customers evolve their preferences and needs more quickly than ever before.
Topics: Financial Services | Insurance & Wealth Management | Customer Strategy | Analytics
Webinars We suggest...

Building Meaningful Customer Relationships Through Digital Experiences Part 4: Orchestration

Authored by: Aaron Tellier, Jennifer DeGiovanni, Peter Rogers |
Published on: Apr 16, 2021
To foster a meaningful customer relationship, the right orchestration platforms are a necessity. However, all the data and technology investments in the world won’t build meaningful customer relationships if your teams are not set up to enable high-speed and high-volume experiences.
Topics: Financial Services | Insurance & Wealth Management | Customer Strategy | Marketing Technology
Webinars We suggest...

Building Meaningful Customer Relationships Through Digital Experiences Part 3: Planning and Activation

Authored by: Aaron Tellier, Jennifer DeGiovanni, Amy Thorne |
Published on: Apr 16, 2021
Today, your customers expect experiences that are immediately meaningful, unique, and that provide value beyond what they can receive elsewhere. Marketers can no longer manage and drive every single customer moment that may arise.
Topics: Financial Services | Insurance & Wealth Management | Performance Creative | Performance Media & Digital Advertising | Customer Strategy | Digital & User Experience (UX)
Webinars We suggest...

Building Meaningful Customer Relationships Through Digital Experiences Part 2: Identity and Audiences

Authored by: Aaron Tellier, Jennifer DeGiovanni, Gerry Bavaro |
Published on: Apr 16, 2021
Winning in the moments that matter is all about having access to and gathering insights from, the right data. In today’s world, financial services organizations are met with a somewhat overwhelming amount of customer data, and yet only a fraction of that data is used to nurture relationships.
Topics: Financial Services | Insurance & Wealth Management | Customer Strategy | Digital & User Experience (UX) | Identity Resolution
Webinars We suggest...

Planning for a New Reality: Marketing Strategies for Insurance and Wealth Management

Authored by: Aaron Tellier, Evan Nicholson, Matthew A. Regan, Shirli Zelcer |
Published on: May 07, 2020
Like it or not, the marketplace that insurance and wealth management marketers operate in is fundamentally altered. The COVID-19 crisis has forced consumers into a heightened digital world, so their expectations are higher than before.
Topics: Insurance & Wealth Management | Email Marketing & Digital Messaging | Digital & User Experience (UX) | Analytics | Digital Experience Analytics
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