Robert Macdonald Email & Phone Number

Portland, Oregon Area

We help clients use AI to accelerate their customer personalization capabilities and their profit growth. We have worked with category leaders in: Financial Services, Healthcare, Retail, Manufacturing and Services. And we have partnerships with large and smaller business services firms who bring us in to work together with their clients.

Portland, Oregon Area

Developed strategy and content for data-driven thought leadership corporate communications, working with team members in U.S. and London, and Acxiom agencies to produce and package the final results.

Portland, Oregon Area

Managed and expanded client consulting relationships on a multi-year basis with category leading clients across industries including financial services, airlines, hospitality, retail and non-profit. Working collaboratively with clients and very capable analytical, digital and data teams, we helped clients achieve transformational profit growth.

Cleveland/Akron, Ohio Area

Led client engagements in this emerging analytics firm which was acquired by Acxiom in 2008. Worked with seven of the top 15 banks, a top U.S. card issuer for SMB fleet companies and several of the largest payment service providers to the financial services industry. Directed team including research contractors that managed the complete overhaul of small business checking product lines for the U.S. arm of a global bank and for a top-10 bank. Launched search-engine optimization marketing for Quinetix that resulted in substantial new client relationships in financial services and communications.

Cleveland/Akron, Ohio Area

Founded this firm to provide custom marketing communications consulting services. Developed user features and interfaces for a custom CRM system under development by a start-up. Created content for multi-panel capabilities piece for capital markets and foreign exchange services for a major bank.

Cleveland/Akron, Ohio Area

Member of senior management team of Key Commercial Real Estate, one of the top-10 commercial real estate lenders in U.S. Managed teams that originated, underwrote working with Credit Risk team and closed loans through multiple channels. Panelist in commercial mortgage securities conference on topic of online loan originations.

Cleveland/Akron, Ohio Area

Provided marketing leadership during a period of rapid expansion into new markets, working with senior managers, KeyCorp’s agencies and other marketing partners. Outstanding loan balances tripled during this time to $7.5B. Created greatly increased awareness through advertising, with $250mm in new construction loans attributed to responses to ads in WSJ and trade magazines.Established Key as a leader in partnering for financing referrals with new Internet commercial real estate listing sites. Developed a micro site on key.com for Key Commercial Mortgage Pre-Qualifier enabling borrowers to estimate the potential loan amount, rate and terms, and roll that into an online application. This Pre-Qualifier was included in “Financial Innovations around the World” publication by Business Banking Board.

Cleveland/Akron, Ohio Area

Following a major merger, provided multi-channel marketing support for Key’s 450 commercial bankers from Maine to Alaska, working directly with the senior commercial bankers and marketing managers in states/regions, and with multiple agencies and providers. Presenter at national and regional direct marketing conferences.Successfully piloted then expanded nationally a multi-channel business prospect acquisition program and processes for these 450 commercial bankers. Set-up an outsourced CRM/fulfillment center to provide a cultivation stream of personalized communications to target prospects, with a feedback loop on the status and outcome. Conversion rates of 6% achieved through this process, with an expanded pool of warm prospects for each banker.

Albany, New York Area

Started up the business marketing function for KeyCorp, focusing on small and mid-size businesses in the bank’s markets, working directly with state commercial banking leaders and their marketing managers. Sponsored and contracted for focus groups sessions in four states with small, mid-size business owners and managers, with eye-opening results.Prior Experience - Regional/local sales and marketing management positions in banking - Seattle, WA