My approach requires little client “heavy lifting” and in short time our team: - Completes an inventory of warehoused market and enterprise metrics - Identifies and profiles high-value and profitable customers - Determines any market or enterprise insight "gaps" that should be filled - Catalogs existing processes for automated outbound customer communications - Reviews direct marketing campaigns and CX improvement initiatives underway - Develops a plan for business growth that targets likely profitable prospects - Coordinates with our media partner to develop creative content for targeted marketing - Campaigns are directed to only client’s high-potential prospects, and - Delivers a timely assessment of client’s marketing ROI.Value-add and client benefits include: - Data-driven guidance for cost-effective marketing communications - A marketing strategy that separates profitable from unprofitable customers - Guidance on proactive/reactive customer retention and win-back programs - Characteristics of consumers who are most likely prospective customers - Direct marketing campaign ROI for each targeted customer segment, and - Interactive planning and media performance tracking. I have a passion for collaborating with functional business leaders to identify industry, competitor, enterprise, product, and customer information needed to support strategic decision-making. Ease with senior management ensures priorities and deliverables are coordinated with their business objectives. Strong relationship building skills, plus the ability to simplify large amounts of information with concise written and verbal communications, differentiate my interaction with clients.To kick-start acquiring more value from market and enterprise data you have already purchased and have realized little benefit from your investment, call me at (508) 269-3628 or email me at lane.mann@phoenixmi.com and I look forward to speaking with you.

Built and led a research function in response to requests from business units for objective guidance on howto differentiate Fidelity with technology. A large component was a competitive intelligence capability.•Identified requirements for a new online trading platform targeting active retail traders.•Provided a rationale for resource allocation to enhance platform capabilities and to gain market share.•Presented recommendations for platform improvement to the highest levels of brokerage management.

Led cross-functional teams responsible for identifying unique capabilities of brokerage and fund competitors.•Designed and managed studies of online technology deployed in retail and institutional markets.•Briefed business management on market capabilities likely to impact Fidelity’s online offering.

Recruited to build a market research and business planning function for the defined benefit/pension business.•Developed a key account service program that flagged institutional client relationships at risk.•Designed and managed a program to obtain objective client feedback following a finals win or loss.•Identified products most likely to achieve rapid near-term demand among institutional clients. •Initiated the first e-commerce marketing strategy to include online portfolio analytics and services.

Built a research function responsible for providing investment management sales & marketing group heads with objective information to improve service delivery overall, and at the level of each relationship.•Developed a service quality scorecard to identify institutional clients at risk in the UK and US.•Created an innovative approach for the sales team to consult on defined contribution plan design.•Internal market research consultant to managers of the mutual funds and 401(k) business groups.

Co-managed a research team responsible for market assessment of JPMorgan’s investment banking capabilities among Corporate Finance and Emerging Markets clients in Asia, Europe, South America, and the US.•Facilitated management reviews in Argentina and Brazil to identify and prioritize action steps.•Global feedback of investment banking capabilities were the basis for a new advertising campaign.•Provided managers of the ADR, Emerging Markets, Foreign Exchange, Futures, and Global Fixed Income business with market input for repositioning products to leverage JPMorgan’s competitive strengths.

Joined and ultimately managed a team responsible for the analysis of complex quantitative and qualitative studies conducted on behalf of large corporate clients including segmentation and other multivariate statistical analyses.•Internal consultant on the design of product development and positioning research.•Delivered new business presentations for B-B and B-C research across numerous industries.•Created and delivered a training program in multivariate analysis for the research staff of corporate clients.

Led the design and management of public policy studies on higher education in the US.•Coordinated research vendors on study design and administration.•Collaborated with internal teams to identify information needed to support policy initiatives.