The formation of Rock The Boat Marketing represents my conviction that digital strategies have the potential to transform financial services marketing. In small ways, in big ways, in ways I’m eager to be part of as a consultant and collaborator.
My goal is for the Rock The Boat Marketing site to be the resource I would have wanted when I was “on the inside” as a financial services marketer. Count on it for a mix of reporting, observation and, ideally, information exchange on issues involving financial services companies and their inevitable embrace of digital media.
My name is Pat Allen, and my financial services marketing and communications experience includes several years in senior marketing and communications positions with Chicago’s great investment management companies (Claymore Securities as Director of Marketing, Calamos Investments as Director of Web Channel Development, Morgan Stanley/Van Kampen Investments as Director of Marketing Communications and Scudder Funds/Kemper Funds as Director of Electronic Communications) and several years in senior editorial and publishing roles for retail banking’s leading professional services organizations (BAI as Director of the Publishing channel and the U.S. League of Savings Institutions as Senior Editor). My consulting work with investment managers and associations dates back to 2001.
Since 1996, when I led a wee team in the development of the intermediary industry’s first Web site (Kemper.com), my passion has been directed toward the speed-to-market communications advantage and measurability of digital media. And, even though my real job today is consulting, I still manage a few Web sites. In the third quarter of 2009, I founded AdvisorTweets, LLC, whose curated Web site AdvisorTweets.com aggregates the Twitter updates of U.S.-based financial advisors.
Follow us on Twitter--@RockTheBoatMKTG and @AdvisorTweets!
If you’re involved in financial services and you think that it’s time to consider the possibilities of working with Pat Allen and Rock The Boat Marketing's network of hard-working professionals, let's talk.