Mark Forman Email & Phone Number

Louisville, KY, US

King Of Prussia, Pennsylvania, United States

I work with fintech and finserv companies who want to transform the trajectory of their business by building an intentionally designed marketing engine

Louisville, Kentucky, United States

• I was recruited into the company as a Senior Managing Director to build their PR and marketing disciplines from the ground up. After the promotion to CMO, I became broadly responsible for the brand, marketing and PR.
• Built out entire PR and Marketing ecosystem in 12 months with limited resources, culminating in industry coverage around the acquisition of a broker-dealer in 2019.
• Co-Developed and promoted ATS program which is now the leading growth program on the platform.
• Finalist in the 2020 FPA Academic Research Competition for “Managing Client Risks in Retirement with Guaranteed Living Withdrawal Benefits,” with R. Scott Strait, PhD.

Louisville, Kentucky Area

• As the leader of the Customer Experience discipline at NAS, I worked with a team to ensure a smooth transition from the Jefferson National brand to Nationwide and oversaw the re-branding and revamp of the Nationwide.
• Created and led 'CX' lab to interview users, gather feedback, and take in and test enhancements to processes and technologies aimed at improving customer experiences, and deepening relationships.
• Measured Customer Satisfaction scores of 97+ over 4 years beginning in 2013, and NPS of 81 over the course of 2017.

Louisville, Kentucky Area

• After being promoted from my previous role as Director of Digital Marketing, I launched a customer experience program that brought a persistent focus on the customer in all the actions of the company. Working with.
• Influenced cross-company agreement on how to deliver the greatest value to customers, and established metrics for defining the relationship with customers for which I was accountable.

Louisville, Kentucky Area

• In this role, I developed content-driven digital marketing strategies to promote the top-selling advisor-sold, no-load variable annuity in the industry. This included managing the creation of content shared via.
• Recognized by the Direct Marketing Association in 2011 as the top marketing team in financial services.
• Helped grow sales to $1 billion annually by 2015.

Louisville, Kentucky Area

• Role snapshot:
• Designed and developed user interfaces for first online, all-electronic insurance products: term life, and variable annuities.
• Worked with third parties to develop private-label insurance products for companies like E*Trade, Costco, HSBC, Countrywide, Ellie Mae, WAMU, and RBC/Liberty Life.
• Served as design lead for all web properties including partner website, customer account management website, marketing and sales websites.

Louisville, KY

Re-designed proprietary online producer services site for financial company. Managed projects out-sourced to local advertising agencies. Wrote copy for interactive presentations and web site.

Louisville, Kentucky Area

Produced 2 interactive computer games for museum. Helped Production Manager coordinate the production of film, video and interactive exhibits for the International Game Fish Association’s World Fishing Center Museum. Provided image research and production assistance for "Jazz Is..." an official selection of the 1999 Sundance Film Festival.

Louisville, Kentucky Area

Louisville, Kentucky Area