Jeff Fleischman

Fleischman was hired in 2015, charged with giving the 169-year-old insurer a Millennial-friendly digital facelift. He spoke to CMO.com about that effort, why the company’s chose rugby as its first sports sponsorship, and overall thoughts about transforming life insurance marketing.

As an industry, we are falling behind in providing our clients with a customer experience that is informative and useful, which raises the risk of disruption. If Steve Jobs had asked people what they wanted from a cell phone, they would have told him, “Just make sure my calls don’t drop.” We need to take the same lens to life insurance — people don’t understand what life insurance can do for them, and how it can be used throughout life.

The advisor/wealth management business from one that was exclusively high touch to one that is a social and integrated customer experience. Younger generations are expecting a different approach and engagement model than their parents and grandparents. Learn how to respond to these changes while remaining compliant with company and regulatory rules to grow and nurture a book of business.

Financial service companies are under growing pressure from a seismic shift in consumer adoption and usage of smartphones/tables and social media driven by technology. This has opened the door for new and innovative competitors to challenge banks and financial services companies for market share in traditional banking services. Globally, millennials and consumers in general are rapidly adopting mobile payments as a primary method to move money. The lessons are the same regardless of industry -… Show more

Financial service companies are under growing pressure from a seismic shift in consumer adoption and usage of smartphones/tables and social media driven by technology. This has opened the door for new and innovative competitors to challenge banks and financial services companies for market share in traditional banking services. Globally, millennials and consumers in general are rapidly adopting mobile payments as a primary method to move money. The lessons are the same regardless of industry - adapt, innovate, and engage or risk losing relevancy and market share. Learn how these trends are unfolding and how companies can respond to them. Show less

Content+Social Media+Mobile=A New Sales Paradigm. Learn how the financial advisor industry is using these to drive customer acquisition and asset growth Consumers now expect firms to have a social media presence – digital natives require it. This presentation highlights recent trends, learnings, and a roadmap in how to respond to these changes.

Brand sentiment is influenced by what we read on the web, tweet, and share – one doesn’t need to purchase a product or a service to be influenced. NPS worked well and its principles are still valid today, however, social media should take its place as the primary source for measuring brand sentiment.

A comprehensive overview of the payments space specifically mobile payments, and how macro trends are driving revolutionary changes in how consumers purchase and transact. Mobile Payments (mPayments) is rapidly becoming the payment vehicle of choice for consumers worldwide. The primary drivers that have influenced this growth include mobile banking, social media, enabling technology, “unbanked” communities, and consumer/retailer acceptance of mobile commerce.

I think there are some instances in which social media can create a sense of isolation. Conversely, there are other occasions when it increases connection to and engagement with others. I’d go a step further and postulate that, from a business perspective, social media makes us all more connected and engaged in ways that would not otherwise be possible.