
White Paper
Sponsored by Orion Advisor Technology
Advisor Technology Outlook: Questions You Should Be Asking Your Advisor Tech
Answer these questions to ensure you can increase client satisfaction and prospect engagement in 2021.
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Companies all over the country are adjusting to new ways of doing business in these challenging times. How can marketers adjust to meet the changing landscape, and be nimble enough to support the new needs of both their customers and internal constituents?
Hear from ALM’s experts in the legal, financial, employee benefits, insurance and commercial real estate industries explain how marketers are adapting to the new reality.
Join this webcast to learn:
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Jill Black | VP of Marketing | Onit Jill Black is a seasoned marketing and communications professional with nearly 20 years of experience. As VP of Marketing at Onit, she is responsible for the management and execution of all aspects of the marketing function including demand generation, messaging and brand awareness, email marketing and public and analyst relations. |
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Andrew Chesney | President, North America | Fundamental Media Andrew runs all US operations and sits on the board of the Fundamental Group. Prior to Fundamental, he worked in the media industry for companies including The Daily Mail Group, IBC Conferences, Informa Plc and latterly Funds Europe/ Funds Global magazines, as well as working on a consultancy basis for a number of leading publishing houses. |
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Michelle Gibilisco | Director of Retirement Plans Business Development | Mutual of Omaha Michelle brings more than15 years of marketing experience in the financial services industry. She currently leads the Mutual of Omaha Retirement Plans Marketing, Participant Experience, and National Accounts teams. Michelle’s mission is to offer retirement solutions that help engage, enroll and educate customers, ultimately helping them achieve their retirement vision. |
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Keith Edwards | VP & Legal Markets Leader Keith serves as the Vice President, Legal Market Leader for ALM Media. He leads marketing services across the ALM family of 20 industry-leading legal media brands, including Law.com, The American Lawyer, Corporate Counsel and The New York Law Journal. As part of his role, Keith advises law firms and legal technology and services companies about how to best drive thought leadership, brand awareness, and lead generation. |
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Adam Dunn | VP & Financial Markets Leader Adam is Vice President, Financial Market Leader for ALM Media. In this role, Adam oversees sales and business development for the Investment Advisory Group, Credit Union Group and Treasury & Risk Group. A seasoned and consultative sales executive, he understands the needs of his market and clients and works toward delivering high-quality solutions to grow their businesses. |
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Peggy Schecter | VP Insurance and Real Estate Market Leader Peggy is the Vice President. Insurance & Real Estate Market Leader for ALM Media. She leads marketing services across ALM’s leading Insurance – PropertyCasualty360, and BenefitsPRO and Commercial Real Estate – GlobeSt.com brands. Schecter is a results driven media leader who works with clients to design / optimize integrated print and digital solutions to reach the leading decision-makers and influencers across these communities. |
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Joann Kropp | VP of Products, ALM Joann is Vice President for Product and Data Strategy for ALM Media. In this role, Joann leads a team that develops and manages digital advertising products for all of ALM’s brands in the legal, financial, insurance, benefits, and commercial real estate markets. Joann works extensively with ALM’s clients to create best-in-breed digital solutions that drive results. |
White Paper
Sponsored by Orion Advisor Technology
Advisor Technology Outlook: Questions You Should Be Asking Your Advisor Tech
Answer these questions to ensure you can increase client satisfaction and prospect engagement in 2021.
eBook
Sponsored by Orion Advisor Technology
Propelling the Advisor-Client Journey with a Robust Client Portal
As the needs of your clients and prospects change, make sure your technology can keep up.
Guide
Sponsored by Orion Portfolio Solutions
How to Exceed Investor Service Expectations: An Advisor's Guide to Expanding Value Propositions
The best way to deliver quality service is by understanding what clients want from your interactions.
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