Theresa Baker

As a senior direct marketing executive serving the financial institution industry sector, I provide clients with innovative, customer-centric solutions in the deposit, loan, investment services, electronic banking, customer loyalty and small business product areas.

I have a proven track record at various financial organizations as well as almost two decades of experience on the direct marketing agency side of the business. During this time, I have lead teams that have brought bottom line results to more than three dozen leading financial institutions in the US and Canada as well as firms in the retail, hospitality, travel, and B2B sectors.

As a frequent industry speaker, author and recognized authority on measured media, I work with clients and key marketing executives in trying to use customer and prospect insight to drive bottom line results.
Specialties

Customer acquisition, activation, utilization and retention programs for the consumer and B2B segment using measured media such as direct mail, email, and other alternative channels. Specialized experience with new customer on-boarding programs, Loan Processing, B2B marketing, customer experience processes and deposit generation.