Diana Roberts Email & Phone Number

Exton, Pa, Us

• Developed insights-driven marketing strategy for Financial Services and Insurance verticals, enhancing awareness and adoption of Ricoh’s services and technology.• Expanded role to include process automation, focusing on intelligent business process automation and how AI helps address client challenges across industries.• Lead Ricoh’s Account Based Marketing efforts for Financial Services vertical, consistently exceeding KPI benchmarks. • Serve as SME for media, events, strategic partnerships, and sales enablement.

Exton, Pa, Us

New York, New York, Us

• Developed retention-focused digital communications strategy to support clients through a transformative experience. • Pioneered insights-driven approach for campaign creative development.

• Aligned sales and marketing efforts, introducing technology to enhance content strategy and sales efficiency, achieving a 90% adoption rate.• Developed content governance model and managed high-net-worth segment campaigns, driving 75% increase in product adoption and 60% rise in client engagement.

Omaha, Ne, Us

• Drove adoption of Long-Term Investing offerings and product launches, including managed portfolios, a robo advisor, and interactive tools, surpassing benchmarks and earning several earned media mentions. • Asked to lead the development of omnichannel strategy focused on High Net Worth clients, increasing engagement 34% and contributing to 15% increase in net new deposits

London, Gb

• Created a content marketing strategy to educate advisors on FTSE indices and analytics capabilities. Partnered with principals and product owners on brand building and content creation.

• Led awareness and adoption of strategies and product launches for independent RIA clients, developed messaging frameworks, acted as SME for Wealth Management and Service verticals, and served as editor for monthly and quarterly advisor publications.

• Managed strategic marketing programs for global financial clients, from branding to campaign execution.

• Developed communications strategies for advisors who targeted affluent investors and retirement plan sponsors.

Denver, Colorado, Us

• Raised brand awareness 25% in new advisor target segment, through introduction of new marketing programs and enhancements to existing programs.

San Diego, Ca, Us

• Developed omnichannel strategies to support advisors, with focus on market commentary.

Boston, Ma, Us

• Supported product management to drive awareness and adoption of Fidelity products for bank, broker-dealer, independent, and insurance advisors, editor of monthly advisor magazine.

Master Of Science - Ms, Psychology

Ba, Psychology, Ba Political Science