James Roy Email & Phone Number

Hicksville, NY, US

• Lead short- and long-term strategic plans for digital sales, service, and customer engagement. Createand manage comprehensive digital marketing strategy and roadmap that embraces analytics, content,and intelligent.
• Define, architect, and implement marketing technology strategy focusing on expanding digital marketingcapabilities and scale through analytics, automation, and management of the customer experience.Educate and.
• Collaborates with Sales and Product Teams on setting online acquisition and revenue goals via digital marketing strategies and channel engagement tactics.
• Drives strategic outcomes through holistic, contextually personalized banking experiences. Using qualitative and quantitative analytics and insights to identify new customer opportunities, as well as test, validate.
• Directs highly complex, cross-divisional data, technical development and design projects including marketing technology integration, marketing analytics, and customer experience management.
• Manages team of digital marketing leaders and their multidisciplinary team members for digitalexperience, customer engagement, customer experience, data activation and marketing technology.

Bridgeport, CT, US

• Responsible for driving innovation, measurable business value and positive customer outcomes across retail, commercial and wealth businesses through the design, orchestration, and optimization of customer-centric.
• Defined and implemented progressive marketing technology strategy and roadmap centered on customer data, analytics, journey management and real-time personalization. Partner with IT stakeholders to scale and extend.
• Conceptualized and implemented a leading AI-based, real-time interaction management solution, Pega Customer Decision Hub (CDH) on email and web channels delivering over 2.5 million monthly personalized interactions..
• Drive strategic outcomes through seamless, contextually personalized banking experiences. Using qualitative and quantitative insights, identify new customer opportunities, as well as test, validate, and optimize.
• Boost customer revenue, deepen relationships, and foster loyalty across key customer journeys through performance marketing programs and digital self-service. Contributed to increases in online account originations and.

Newport Beach, California, US

• Led a multi-discipline team, including experience designers, content managers, email marketing specialists and marketing data analysts, in the identification, development and orchestration of client journeys to.
• Defined journey-based framework and technology strategy for increasing advisor engagement including segmentation strategies, content distribution, personalization, digital self-service, and educational tools.
• Built targeted, integrated campaigns to increase awareness and consideration of focus funds, including multi-touch email initiatives, dynamic site personalization and paid media optimization, which resulted in a.
• Developed comprehensive marketing technology strategy and roadmap to facilitate a more personalized, journey-based approach to customer experience management.
• Managed comprehensive global marketing performance report that included metrics and insights, including customer experience, websites, content marketing, events, and paid media.

New York, NY, US

• Led a digital experience team spanning design, UX, marketing technology, content strategy and social media to generate product awareness, demand, and affinity through exceptional digital experiences for global retail.
• Developed automated marketing programs, utilizing CRM data to increase advisor site utilization, identify and promote product cross-sell opportunities, and deepen advisor engagement
• Implemented Eloqua for marketing automation and lead management to streamline, automate and measure digital marketing initiatives to generate actionable business intelligence for sales distribution
• In partnership with distribution teams, conceptualized and delivered an industry-lauded subscription service which provides personalized newsletters based on advisor content preferences
• Developed a custom content management system (CMS) which powered both the firm's public-facing website and an award-winning advisor portal