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Dan transformed the marketing group at FTB with a focus on Customer Insight and Marketing ROI. He has been asked to speak about analytical driven marketing across North America, Europe, and Asia. He will provide an overview of the state of the art and provide practical case studies. The material will be ideal for someone less familiar with analytical-driven marketing but even advanced practitioners may fi nd the approach and examples helpful. Dan’s style is…

There is no denying that the fastest growing wealth segment in America is the mass affluent – those with between $250,000 and $3 million of investible assets. In fact, they hold one-third of all retail investment assets. But these individuals are a rare bunch. Caught between the middle-class and the wealthy, this market is often neglected by FSIs simply because they don’t know how to speak to them. This spells opportunity. According to reports, banks’…