The financial services industry is an evolving one that makes effective marketing a moving target. Central to success is having the data that enables meaningful connections with consumers. When people are entrusting companies with their banking, mortgage, retirement savings, and investments, they are looking for brands that understand them and are responsive in the channels where they shop for financial services. What’s more, the financial services customer is more empowered and self-educated than ever before, with the ability to comparison shop and look to peers for guidance.
Successful marketing thus means having the right data, and making it actionable. Then leveraging that data to attract high-quality new customers and optimize relationships with existing customers. The reward for such intelligence-driven marketing is increased customer loyalty and successful cross-selling of products and services for greater share of customer.
For national marketing campaigns as well as localized efforts, we can deliver custom modeled audiences that resemble your best customers. We also enable you to mitigate customer churn by identifying new prospects who are most likely to become loyal, repeat customers. We don’t just find more new customers—we find better ones—the ones most likely to purchase multiple financial products and services from your organization. As a Wiland client, you can target your marketing more precisely and more profitably.
In addition to finding new, qualified customers, Wiland also helps you understand your current customers better than ever before. We offer solutions that help you analyze and optimize your CRM data to generate more revenue. As a result, you will be able to concentrate marketing resources on your most promising customers to maximize the number of financial products they purchase. We can also help you reactivate the former customers most likely to come back and purchase multiple financial products.
New Customer Acquisition
Find prospects who are the most likely to become—and stay—loyal customers. Wiland’s predictive analytics and modeling solutions identify the best new prospects from within our vast database. This approach means you can acquire new customers affordably and realize the best return on investment for your acquisition campaigns in all channels.
Increasing Revenue from Current Customers
Understand your customers as never before. Our extensive data, analytics, and segmentation allow you to concentrate your resources on the most promising customers in your CRM database. We also help you avoid the high cost of continuing to pursue the wrong customers, and focus on those whose behavior, as indicated in our data, indicates brand loyalty and the likelihood of using multiple products offered by your institution.
Reactivating Lapsed Customers
Make past customers part of your future marketing plans with Wiland’s customer reactivation modeling. We can identify the inactive customers who are most likely to become loyal customers, based on their recent, relevant activity elsewhere as observed in the Wiland Database.
Lead Scoring and CRM Optimization
Focus your marketing efforts (and dollars) on the customers who are most likely to respond to your next offer. For financial services organizations that generate a large number of leads in their advertising efforts, our predictive models will score those leads and enable you to prioritize follow-up sales and marketing efforts for maximum ROI. Our predictive modeling also determines which customers within your CRM data have the greatest potential lifetime value. We will identify customers you currently market to who are unprofitable, and find inactive customers who are more likely to come back for their financial needs.
Marketing Budget Optimization™
Cut the waste out of expensive prospecting and customer marketing. Our predictive models rank names from top to bottom based on customer behavior, giving you the confidence to remove low-performing names from online and offline prospecting efforts. Unresponsive names can be replaced with better prospects, or the savings can be applied to other campaigns or across other channels.
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President, Cooperative Data Division
To hear Tom tell it, living and working in Colorado creates a unique synergy between his personal and work life. He loves being outdoors—on his bike, on his boat pursuing that next great fish, or in the woods stalking big game. In the same way, he loves the adventure of helping clients become more successful in their multichannel marketing efforts. Whether on the water, in the woods, or here at Wiland, Tom is driven to go the extra mile to achieve something truly special.
With his 30+ years on both the client and vendor sides of the business, Tom is able to offer our clients unsurpassed multichannel marketing expertise. Having mailed tens of millions of catalogs as well as creating and delivering precisely modeled audiences for both online and offline campaigns, Tom’s wisdom and insights help our clients reach their loftiest goals for growth and profitability.
An avid road cyclist, Tom recently completed a 90-mile ride from Grand Lake, Colorado to Estes Park—and back! That’s two trips over world-renowned Trail Ridge Road (12, 183 ft.) for a total vertical climb of 8,400 feet in one ride!
Tom and his “much better half” Mary enjoy cheering from the sidelines as their kids, Nate and Ellie, discover their passions while receiving their college educations. At the College of Tom Murray, they can learn about putting others’ needs first, being truthful no matter what, and avoiding the temptation to take a shortcut.
Favorite Quote: “Life is 10% what happens to me and 90% how I react to it.” —Charles Swindoll
- Phone: (303) 485-8686
- Email: firstname.lastname@example.org
Division Vice President, Consumer Services, Travel & Hospitality, Publishing & Media
Dave is a self-proclaimed man of numbers, not of words. With a double major in finance and economics, he lets the numbers do the talking…and they say quite a lot about Dave and the know-how he brings to direct marketing in both digital and offline environments. Here at Wiland, he oversees the team responsible for the delivery of solutions and services to several hundred clients.
Dave’s nearly 30 years of direct marketing experience began at Fingerhut, where he held multiple positions in the marketing department. He then moved on to catalog marketer Michigan Bulb, which was part of Foster & Gallagher. There he led the new customer acquisition marketing and circulations functions for more than four years, overseeing direct-response advertising decisions and vendor relationships. Before coming to Wiland, he held a variety of positions with Epsilon Targeting. On the side, he’s had training in effective negotiation, management and coaching for success.
Favorite Quote: “Gentlemen, you can’t fight in here! This is the War Room!” —Dr. Strangelove or How I Learned to Stop Worrying and Love the Bomb
New Business Development
SVP, New Business Development
Todd brings 30-plus years of direct and online marketing experience to Wiland. Back in the direct marketing stone age, when “dot whacks” and “mail tapes” were actually part of the English language and catalogs were the marketing channel of choice, Todd was sending out hundreds of millions of them. But with the digital marketing era on the horizon, he joined the revolution and has spent the past decade in digital advertising, specializing in the behavioral and personalization aspects of the field.
Ask him about his latest adventure leading digital sales at Wiland, and he’ll tell you that the next chapter in online marketing history is not about simple behavior, but audience engagement based on holistic, cross-channel insight. What Todd likes best about the products he delivers is how Wiland collects and analyzes campaign results. It answers the question everyone is asking “What’s truly effective, and is it measurably incremental to my other marketing efforts?”
When not having fun at work, Todd enjoys spending time with his family, renovating their 1891 Victorian house in Old Town Longmont, or fly fishing in exotic tropical locations with his son.
Favorite quote: “Life is not a journey to the grave with the intention of arriving safely in a pretty and well-preserved body, but rather to skid in broadside, thoroughly used up, totally worn out, and loudly proclaiming, ‘WOW! What a ride!'” —Unknown
VP, New Business Development
Allyson collaborates with and supports clients’ marketing efforts to help meet their business goals. Armed with a background in direct mail and digital, Allyson’s experience makes her an ideal fit for the Wiland team.
An ambitious go-getter and New Jersey native, Allyson has worked on both the publishing side and the agency side. After finishing college at the University of Delaware, she moved up to New York City to begin her career in marketing. She worked in publishing at Source Interlink Media, and at an agency, most recently at Paradsyz.
When not working, Allyson lives with her husband in Long Island City, NY. She loves to relax at home, either trying to get through all the shows on her DVR or reading a good book. On the weekends she loves exploring New York City, looking for new restaurants to try or areas to explore. Allyson is not one to shy away from any sort of adventure. After skydiving and bungee jumping, she is ready to try anything new!
Favorite Quote: “You’re only given a little spark of madness. You mustn’t lose it.” —Robin Williams
- Phone: (908) 642-4890
- Email: email@example.com
Director, Digital Sales
When you meet Patrick Flaherty, it’s not hard to see that he’s a born Irish storyteller. Patrick loves stories and shows it by taking his wife and three girls to Disney parks whenever possible. Disney sets the bar high for customer satisfaction, and that’s what Patrick also sets his sights on: delivering Wiland’s digital products and services with a smile. What’s more, he aims to elicit one as he makes clients feel he’s an extension of their own staff.
His several decades in direct marketing, another decade in a family business and many years as administrator for a large church add up to a lifetime of experience making his customers smile. Patrick’s love of stories and smiles spills over into all aspects of his life, from volunteering with youth groups to helping nonprofit charities find the support they need to thrive. The Boulder-bred Patrick also smiles through the many magnificent miles of cycling and running in the area. Then come the stories of a true Irishman—which he wisely recognizes as blarney, the talk that aims to charm, flatter or persuade. Service, stories, and smiles: that’s Patrick.
Favorite Quote: “Twenty years from now you will be more disappointed by the things you didn’t do than by the ones you did. So throw off the bowlines. Sail away from the safe harbor. Catch the trade winds in your sails. Explore. Dream. Discover.” —Mark Twain
SVP, Client Services
Jan’s work-hard, play-hard philosophy has propelled her 20-year direct marketing career since 2007, first at Neodata, then at CK, and finally at Wiland. She’s good at juggling multiple tasks and staying organized. Yoga has taught her to be flexible, mindful and present—a winning combination. Her tremendous energy goes into her family, her grandchildren, her hobbies, and her work, where her roster of clients reads like a Who’s Who of the publishing industry. That love of publishing complements her love of service as Jan deciphers her clients’ challenges, then creates effective plans to help them reach their goals.
Jan earned her B.A. in business administration and, recently, her M.S. in organizational leadership, both from Colorado State University. She plans to teach college-level business classes online. Meanwhile, she’s busy beading, crocheting, cooking, reading, hiking, repurposing thrift-shop finds, and helping build houses with Habitat for Humanity. Jan is all about hands-on service, and she loves to discover good ideas and unique solutions that work for the good of her Wiland clients.
Favorite Quote: “Strive not to be a success, but rather to be of value.” —Albert Einstein
Client Services Director
April began her direct marketing career with the legendary National Demographics & Lifestyles (NDL) in 1993 before moving on to Arvato, part of Bertelsmann, which often took her to Germany (including during the World Cup in 2006).
April came to Wiland in 2007, where she advanced to outside sales. In 2012, when cancer struck, April’s family and Wiland colleagues lovingly helped her through the tough times. Today, as a survivor, she says, “Wiland is like a family to me. I have a completely different perspective on life these days and always look at the positive in everything I do.”
When not at work or checkups, the avid motorcyclist (who started riding long before it was cool for chicks to ride) hits the road year-round in the mountains, plains, and everywhere in between. She loves hanging out with her beloved dog, Lucky, noting that rescue is a two-way street.
Favorite Quote: “When life gives you lemons, make lemonade.” —Dale Carnegie (attributed) by way of April’s mother
Client Services Director
Jodi has spent her entire career in publishing and related industries. She started in telephone customer service at Neodata in 1989. More recently, she worked in circulation at Interweave and F+W Media. She joined the Wiland team in 2015 and is excited to work with a talented group of people who share the same passion for helping Wiland’s clients with honesty and integrity.
Jodi chose to be a single mom when she adopted an 11-year-old girl. Of her daughter she says, “She keeps me young and makes me feel old all at the same time.” She also has a soft spot for her “fur babies,” currently a dog and a bunny.
Favorite Quote: “Unless someone like you cares a whole awful lot, nothing is going to get better. It’s not.” —Dr. Seuss
SVP, Product Management
Dave is passionate about learning and exploring, both at work and in his personal life. He loves to challenge his own ideas and notions, always seeking to improve. These traits, coupled with his love of facts and statistics, drew him to direct marketing some 20 years ago; and these virtues are brought to his role at Wiland, where he oversees product development and marketing for the many vertical markets that Wiland serves.
Before joining the company, Dave spent nearly a decade in senior marketing positions at multi-brand catalog retail companies including Astral Direct and Concepts Direct. He also has significant service-side experience, having worked with major direct-marketing clients at EDS, the Polk Company and Prime Response.
Dave graduated from Fort Lewis College in Durango, Colorado, and from the University of Colorado at Boulder, where he received his MBA and, more importantly, met his wife. Having lived in Springfield, Missouri for a number of years near the beautiful Ozark Mountains, Dave and his family have returned to Colorado where the much larger Rocky Mountains form the iconic western skyline. When not developing new marketing solutions for our clients, Dave enjoys watching his teenage son and daughter play competitive soccer, traveling to lands near and far, and, of course, exploring.
Favorite Quote: “It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” —Mark Twain (attributed)
SVP, Digital Product Manager
Immersed in the exciting personal computer revolution of the 80s, Will cut his teeth on desktop publishing and computer graphic arts. After earning a bachelor’s degree in education and physics from Brigham Young University and an MBA from North Carolina State University with an emphasis on product innovation and marketing, he developed online storefronts and other early web technology.
He then helped other innovative companies turn ideas into viable marketing tools. Recently, his focus has been on the appropriate, secure use of consumer data for effective marketing; optimization tools for creative, audience and media; cutting-edge technical developments in digital marketing; and the evolution of mobile, local, video and other rapidly emerging digital channels.
Will says his true work and passion is at home, where he helps care for, and learns from, six amazing children. He teaches safety and leadership skills to Boy Scouts and to adult Scout advisers. An accomplished and award-winning Toastmaster, Will stands ready to address any gathering. As our go-to guy on digital, Will expands Wiland’s bandwidth by translating geeky concepts into simple explanations and thorny technical challenges into elegant product solutions.
Favorite Quote: “Real genius is nothing else but the supernatural virtue of humility in the domain of thought.” —Simone Weil
VP, Product Management
Throughout his career, Wells’ core mission has been to help companies thrive by identifying their challenges and building solutions that fuel success. He brings this same results-oriented outlook to his role as Vice President of Product Management at Wiland.
After graduating from Amherst College in his native New England, Wells began his over 20-year marketing career at direct marketing powerhouses The Danbury Mint and Time Life. More recently, he’s helped companies like The Discovery Channel, Time, Inc., and EBSCO succeed by leveraging data and digital platforms to engage audiences and by leading multi-channel integration initiatives. As part of the Wiland team, Wells enjoys having daily opportunities to use his multifaceted experience to support clients and colleagues alike.
As a recent Colorado transplant, Wells’ top hobby has been gaping awestruck at the Rocky Mountain vistas with his wife and two sons. He also enjoys jogging with his dogs, cheering on and coaching his lacrosse-obsessed sons, and relishing the unfolding of each day with family and friends.
Favorite Quote: “It’s not that I’m so smart, it’s just that I stay with problems longer.” – Albert Einstein
Lia’s Colorado roots run very deep. Her great-grandfather settled a mining town south of Boulder around the turn of the 19th century, and her family has been here ever since. After two years at Walla Walla College in Washington state, she headed back to the University of Northern Colorado, where she earned her B.A. in psychology, and she’s been in Colorado ever since.
Lia spent nearly six years in marketing, sales and event planning at the Fort Collins Country Club. Here at Wiland, she manages all aspects of our corporate identity and brand, along with trade show attendance, sponsorships, marketing messaging and strategy, and web content. She flies all over the country for Wiland, but when she’s not doing the traveling she loves, Lia enjoys her country home at the base of the foothills. She and her husband, Zack, have property with a small flock of chickens, sheep, a dog, and a huge garden. Lia enjoys fishing, boating, hiking and camping, and spending time with family.
Favorite Quote: “Remember there’s no such thing as a small act of kindness. Every act creates a ripple with no logical end.” —Scott Adams