Steve’s breakdown: Between the CMO promotion and the new CIO, we believe PIC is going to be moving on digital communications plans.
BALA CYNWYD, PA: Philadelphia Insurance Companies announced the promotion of Brian O’Reilly from senior vice president of marketing to executive vice president and chief marketing officer. He succeeds Rober [...]
Posts in category Industry: Financial
New CMO & CIO at Philadelphia Insurance Companies
Steve’s breakdown: Between the CMO promotion and the new CIO, we believe PIC is going to be moving on digital communications plans.
BALA CYNWYD, PA: Philadelphia Insurance Companies announced the promotion of Brian O’Reilly from senior vice president of marketing to executive vice president and chief marketing officer. He succeeds Rober [...]
Liberty Bank deposits Covenant Bank
Steve’s breakdown: After growing into markets like Detroit, Kansas City, Mo., Kansas City, Kan, Jackson, Miss. and Houston, Liberty takes on Chicago. Not a huge bank but one that’s growing and is the 3rd largest African-American-owned bank in the country.
NEW ORLEANS, LA: Liberty Bank and Trust Co. of New Orleans has entered the [...]
Trifecta: New Chief Human Resource Officers at MasterCard, KeyCorp & Vocus
Steve’s breakdown: What we’ve got here is 3 recruitment advertising leads. If that’s not your bag, maybe you should check into it. If it is your bag, JACKPOT!
PURCHASE, NY: MasterCard today announced the appointment of Ron Garrow as Chief Human Resources Officer and member of the company’s Executive Committee, effectiv [...]
Trouble in Paradise? Accounts won one year ago this week
Steve’s breakdown: It’s Wednesday and that means our weekly instalment of Trouble in Paradise where we list the accounts won this week last year. The idea being most agency-client relationships will break within a year if they are meant to break.
EVERYWHERE USA: So here are the accounts won one year ago this week. The chart shows the client, [...]
Trouble in Paradise? Accounts won one year ago this week
Steve’s breakdown: It’s Wednesday and that means our weekly instalment of Trouble in Paradise where we list the accounts won this week last year. The idea being most agency-client relationships will break within a year if they are meant to break.
EVERYWHERE USA: So here are the accounts won one year ago this week. The chart shows the client, [...]
Oikocredit USA reviews PR
Steve’s breakdown: The good news is we have the RFP. They are due Feb. 5. View the RFP here. The better news is there is no incumbent.
WASHINGTON, DC: The U.S. arm of one of the world’s largest private financiers of so-called micro loans is in the market for PR proposals as it re-brands and seeks a younger investor base.
Oikocredi [...]
Kiva seeks kind sole for CMO
Steve’s breakdown: If you like doing good, here’s a lead that will take care of that while you take care of small businesses around the globe. The job description is below.
SAN FRANCISCO: Bring lenders to Kiva’s “front door” by making the company one of the best known and loved global brands for leveraging technology to drive soci [...]
Trouble in Paradise? Accounts won one year ago this week
Steve’s breakdown: It’s Wednesday and that means our weekly instalment of Trouble in Paradise where we list the accounts won this week last year. The idea being most agency-client relationships will break within a year if they are meant to break.
EVERYWHERE USA: So here are the accounts won one year ago this week. The chart shows the client, [...]
Growing medical office software company checks-in CMO
Steve’s breakdown: They say Kareo is the only medical office software provider dedicated to serving the small practice. If that’s true, they have a lot of advertising to make because just showing testimonial after testimonial is only going to take you so far.
IRVINE, CA: Kareo Inc., the cloud-based medical office software provider [...]
CMO opening at Arizona Central Credit Union
Steve’s breakdown: The person who gets this job will have a lot on their plate so maybe an agency could give’m a hand.
PHOENIX, AZ: Arizona Central Credit Union has an immediate opening for a Chief Marketing Officer. The ideal candidate will work to advance the Credit Union’s competitive position, consistent with its vision [...]
$5 million PR review at PayPal
Steve’s breakdown: They are saying there is a seven agency short list but if you have e-commerce & banking experience, I’d make the call.
SAN JOSE, CA: PayPal has kicked off a review of its $5m North American PR business, with seven firms expected to contend for a brief that seeks to strengthen the e-commerce giant’s co [...]
WellPoint checks in new CMO
Steve’s breakdown: In June we reported that WellPoint bought 1-800-CONTACTS and that should be a brand to keep on eye on in addition to Amerigroup which they also just purchased.
INDIANAPOLIS, IN: WellPoint, Inc. (NYS: WLP) announced today that Patrick Blair has been named senior vice president and chief marketing officer. In this role, [...]
Oanda invests in CMO
Steve’s breakdown: Oanda is ranked among the biggest online foreign-exchange platforms in terms of volume in the U.S.
TORONTO, Canada: Online retail forex giant Oanda Corp. announced two additions to its global management team on Monday, with a hire in Toronto and another in Japan.
Jesper Bruun-Olsen is the new managing director of Nort [...]
LTC Global welcomes new CMO
Steve’s breakdown: Subsidiary brands include ACSIA Long Term Care, United Insurance Group, and Senior Wealth Care so there are multiple opportunities to pitch
FORT MYERS, FA: LTC Global, Inc., a leading national distributor of senior market insurance products, today announced the appointment of Robert Paulus to the position of Chief Ma [...]
BNY Mellon banking on new CMO
Steve’s breakdown: Doremus has been handling global advertising since Sept. 2011 and Kirshenbaum Bond Senecal + Partners has been their media partners since 2004.
NEW YORK, NY: BNY Mellon, the global leader in investment management and investment services, has named Judy L. Hu as chief marketing officer, effective Feb. 1, 2013. Widely [...]
TIAA-CREF creative & media in play
Steve’s breakdown: These guys could be getting up to their 2009 number of $20 million so go get it.
NEW YORK, NY: Financial planning player TIAA-CREF is talking to agencies about its creative and media business.
The company has issued a request for proposals to more than a dozen agencies that’s due back this week, according to sources. [...]
Video project for AmEx Serve
Steve’s breakdown: We got another project from American Express via Poptent. The deadline is February 7th, 2013 and you can get the creative brief here.
NEW YORK, NY: We’re Serve from American Express – a Digital Prepaid Account. It’s a smart alternative to regular debit and other prepaid cards because it’s loaded with great features th [...]
Steel Vine Investments banks on new CMO
Steve’s breakdown: Small hedge fund invests in new CMO with Goldman and Merrill experience. Sounds encouraging . . .
CHICAGO, IL: Hedge fund Steel Vine Investments has hired a top marketer to sell its wares to high net-worth and institutional investors.
Jason Beaird was named a partner and director of marketing at the Nashville, Tenn.-b [...]
American Express OPEN has a holiday project for ya
Steve’s breakdown: Funny that Wieden + Kennedy wins this account in August and now this. One hint: carefull using their logo! The creative brief is here and the deadline is February 3rd, 2013
NEW YORK, NY: Simplify the way you manage your expenses. Introducing ReceiptMatch℠ from American Express OPEN (OPEN is the payment card issuer div [...]
SOLD: New York Stock Exchange
Steve’s breakdown: We had the New York Stock Exchange account back in the 90s at Margeotes. It was mostly print but we suspect there is a boat load of digital now. PR will also be a good pitch if you’re interested.
NEW YORK, NY: The New York Stock Exchange is being sold to a rival exchange for about $8 billion, ending more than tw [...]
Trouble in Paradise? Accounts won one year ago this week
Steve’s breakdown: It’s Wednesday and that means our weekly instalment of Trouble in Paradise where we list the accounts won this week last year. The idea being most agency-client relationships will break within a year if they are meant to break.
EVERYWHERE USA: So here are the accounts won one year ago this week. The chart shows the client, [...]
John Hancock Funds gets new marketing head
Steve’s breakdown: For any of my Margeotes|Fertitta + Partners ex-co-workers, Karen is an ex-Putnam client so you’re welcome. For the rest of you guys, she’s an ex-Hill Holiday exec so she knows what she’s doing.
BOSTON, MA: John Hancock Funds said that it has hired Karen A. McCafferty as Senior Vice President and head [...]
Brightway Insurance’s CMO
Steve’s breakdown: Brightway is on the move and this hire could be a sign of stepping up growth into their 18th state.
JACKSONVILLE, FL: Brightway Insurance has named Talman Howard as the company’s new chief marketing officer.
Brightway Insurance, a national independent insurance retail organization, has more than 110 stores nationwide [...]
First Niagara banks on new CMO
Steve’s breakdown: The new guy will handle “agency partners tasked with implementing traditional and interactive advertising, marketing and promotions.”
BUFFALO, NY: First Niagara Financial Group Inc. Thursday said it has promoted Avi Patel to serve as chief marketing officer.
Buffalo-based First Niagara (Nasdaq:FNFG) is amo [...]
Steben & Company invests in new CMO
Steve’s breakdown: This is a perfect example of a lead for small agencies who can get in there, pitch and win an account before there is a pitch.
ROCKVILLE, MD: Steben & Company, a provider of managed futures funds, has named Richard Kendrick as chief marketing officer.
Kendrick, most recently with ProShare Advisors, will oversee al [...]
MasterCard UK PR Pitch
Steve’s breakdown: This review has been sweeping the globe. In fact we reported about when it reached the USA with “MasterCard USA PR in Review”
LONDON, UK: MasterCard has said that pitches for its six-figure UK comms account will take place in mid-December.
The news, confirmed by MasterCard UK head of communications Neil He [...]
MassMutual hires specialist for Asian-Indian marketing
Steve’s breakdown: This is good news for everyone. Just like we said back in Feb of 2011, any time a marketer segments its consumers, it means more accounts to go around.
SPRINGFIELD, MA: In the wake of U.S. Census data that the Asian-Indian population is among the fastest growing in the United States, Nimesh Trivedi has been appointed [...]
TurboTax and Quicken brands seek CMO
Steve’s breakdown: It’s kind of late to be looking for a new CMO so close to tax time but what do we know? There are both great brands and could use some help. So get in there now before the marketing new boss does. OPr, even better, help them find the new boss.
Here’s the CMO job description:
SAN DIEGO, CA: After more tha [...]
Video Project: MasterCard
Steve’s breakdown: Here what they want: “Your submission should consist of two :15 second vignettes (submitted together as one :30 second-ish piece”
Get the brief here:
The deadline is: December 30th, 2012
PURCHASE, NY: Move over cash, there’s a new King in town! Imagine not waiting in lines to pay your bills with ca [...]
Trouble in Paradise? Accounts won one year ago this week
Steve’s breakdown: It’s Wednesday and that means our weekly instalment of Trouble in Paradise where we list the accounts won this week last year. The idea being most agency-client relationships will break within a year if they are meant to break.
EVERYWHERE USA: So here are the accounts won one year ago this week. The chart shows the client, [...]
Wells Fargo wants to go farther: social media in review
Steve’s breakdown: Hopefully you’ve been invited to partisipate. If not, it’s time to get your credentials over to Selected Resources International who’s handling the pitch.
SAN FRANCISCO, CA: It appears that our sources were pretty much spot-on as we’ve received confirmation that San Francisco-based financial service [...]
New marketing centric CEO at Kaiser Foundation
Steve’s breakdown: The new guy conceived of and headed up Kaiser’s high-profile “Thrive” campaign, which he called “a big part of our marketing effort.”
You know our favorite CEOs are former CMOs right? Just sayin’
OAKLAND, CA: Kaiser Foundation Hospitals and Health Plan has tapped Bernard Tyson, its [...]
MoneyGram goes truly global
Steve’s breakdown: Here’s a perfect example of the type of lead we serve up that no one else ever does. Cheers!
DALLAS, TX: Qtel and MoneyGram have announced a new partnership to make MoneyGram money transfer available through Qtel Mobile Money, a service which enables customers to transfer money to almost every country in the wo [...]
Bank of Queensland’s banks on creative review
Steve’s breakdown: This review is underway but if you’re in the neighborhood and have the right stuff, it’s worth a call.
BRISBANE, Australia: Brisbane agency Junior will not be re-pitching for the Bank of Queensland‘s (BOQ) creative account, while the brand has appointed CommBank digital marketer Andrew Murrell as ge [...]
Federation of Bakers seeks agency to promote nutritional benefits of bread
Steve’s breakdown: “The leading voice for UK bakeries has launched a creds hunt as it strives to promote the health benefits of bread.”
LONDON, UK: The Federation of Bakers, which includes brand heavyweights such as Kingsmill, Hovis and Warburtons as members, has teamed up with the Flour Advisory Bureau for the hunt.
PRWeek [...]
Trouble in Paradise? Accounts won one year ago this week
Steve’s breakdown: It’s Wednesday and that means our weekly instalment of Trouble in Paradise where we list the accounts won this week last year. The idea being most agency-client relationships will break within a year if they are meant to break.
EVERYWHERE USA: So here are the accounts won one year ago this week. The chart shows the client, [...]
Allianz Global Assistance USA finally lands CMO
Steve’s breakdown: The new CMO is an operations guy so he may be open to hearing some professional marketers pitch the business.
BTW: They just launched this brand 6 months ago!!
RICHMOND, VA: Allianz Global Assistance USA, a leader in travel and specialty insurance, announced this week that travel industry veteran Alan Josephs has joi [...]
HSBC global in review
Steve’s breakdown: It must be Friday because that’s when this stuff gets out.
The pitch is going through Efficio.
LONDON, UK: HSBC, eight years after consolidating the bulk of its marketing business at JWT and other units of WPP Group, has launched a global review, sources said.
In the last global pitch, the WPP agencies beat team [...]
Wealth Access invests in new CMO
Steve’s breakdown: The new guy has a lot of big brand experience so we expect some big brand type marketing.
NASHVILLE, TN: Wealth Access, the software and services company that helps high net worth individuals and their advisors better understand and manage wealth, today announced the new hire of Brian Evans as Chief Marketing Officer [...]
UnitedHealth Group to expand into Brazil
Steve’s breakdown: So many of our suscribers want to expand in the growing marketing place of South America. Well, here’s a whoper for ya.
MINNETONKA, MN: UnitedHealth Group Inc. will spend about $4.9 billion to buy a majority stake in Brazilian health benefits and care provider Amil Participacoes SA, as the largest U.S. health i [...]
Trouble in Paradise? Accounts won one year ago this week
Steve’s breakdown: It’s Wednesday and that means our weekly instalment of Trouble in Paradise where we list the accounts won this week last year. The idea being most agency-client relationships will break within a year if they are meant to break.
EVERYWHERE USA: So here are the accounts won one year ago this week. The chart shows the client, [...]
Betterment to invest in new CMO
Steve’s breakdown: These guys have a great idea here. Now they just need a CMO to bring it to the masses. Help fill that position and the account could be yours! Here’s the job description/classified ad . . .
NEW YORK, NY: You are a brand-builder. A master storyteller. An unabashed data-junkie. You know how to think both “inside” [...]
Franklin Square rounds out marketing dept with new CMO
Steve’s breakdown: These guys are a national sponsor and distributor of alternative investment products structured for the mainstream investor. Sounds risky for an investor but smells like money to an agency. Give’em a call.
PHILADELPHIA, PA: Franklin Square Capital Partners, a sponsor of alternative investment products, has hired [...]
Trouble in Paradise? Accounts won one year ago this week
Steve’s breakdown: It’s Wednesday and that means our weekly instalment of Trouble in Paradise where we list the accounts won this week last year. The idea being most agency-client relationships will break within a year if they are meant to break.
EVERYWHERE USA: So here are the accounts won one year ago this week. The chart shows the client, [...]
Columbia Bank buys 150 new branches
Steve’s breakdown: With this sort of investment, we think a new advertising campaign might in order.
TACOMA, WA: The parent company of Tacoma-based Columbia Bank announced Wednesday it plans to acquire West Coast Bancorp, a Portland-area banking franchise, creating a bank with more than $7.2 billion in assets and more than 150 branches [...]
Oceanic Bank rebranded as First National Bank of Northern California
Steve’s breakdown: These types of mergers happen a lot and it’s been our experience that they don’t get their mareting figured out last.
SOUTH SAN FRANCISCO, CA: Today FNB Bancorp (OTCQB: FNBG) completed its acquisition of Oceanic Bank Holding, Inc., the sole shareholder of Oceanic Bank. Also completed today was the merger o [...]
ObamaCare creates another PR agency review
Steve’s breakdown: We predicted with was going to happen in back in June when we reported Biggest PR account expansion ever!!
Whether you like it or not, the entire industry and its consumers must be aware of the new healthcare system. We suspect there will be many more like this. This time it’s Nevada.
CARSON CITY, NV: The state [...]
Trouble in Paradise? Accounts won one year ago this week
Steve’s breakdown: It’s Wednesday and that means our weekly instalment of Trouble in Paradise where we list the accounts won this week last year. The idea being most agency-client relationships will break within a year if they are meant to break.
EVERYWHERE USA: So here are the accounts won one year ago this week. The chart shows the client, [...]
Charles Schwab is talking to creative shops
Steve’s breakdown: You know who needs to talk to Chuck? YOU!!~
By the way, we predicited this last year when we reported: Two account review predictions in one post: TD Ameritrade & now Schwab. We know that was a year ago but it still counts!!
SAN FRANCISCO, CA: Charles Schwab, which has worked with Havas’ EuroRSCG, New Yor [...]
Trouble in Paradise? Accounts won one year ago this week
Steve’s breakdown: It’s Wednesday and that means our weekly instalment of Trouble in Paradise where we list the accounts won this week last year. The idea being most agency-client relationships will break within a year if they are meant to break.
EVERYWHERE USA: So here are the accounts won one year ago this week. The chart shows the client, [...]
Standard Life puts digital account in play
Steve’s breakdown: “Standard Life, the pensions and investments company, is reviewing its digital advertising account.” The AOR creative will not be effected.
EDINBURGH, Scotland: Dare was the incumbent until April this year after it won the business in 2009 following a pitch.
The appointed agency will be expected to develo [...]
MasterCard PR in Review
Steve’s breakdown: I used to love the jingle “MasterCard . . . . International – so worldly, so welcome”. Anyway, this is a hugh account so getting in there sooner than later will help.
PURCHASE, NY: MasterCard has called a review of its lucrative US public relations business, drawing interest from a number of the co [...]
Nationwide puts PR in review: Is advertising next?
Steve’s breakdown: The “Join the Nation” campaign is in full swing and we suspect they are looking to get the word out. Question: Does anybody else have a sneaky suspicion the ad account is going next? It’s just a little hateful – right?
COLUMBUS, OH: Nationwide Insurance has invited a number of firms to partici [...]
New CMO at Allstate: Keep an eye on esurance
Steve’s breakdown: They seem pretty happy with the campaign they have now but you never know when a new CMO comes in. My bet is he does an advertising review for the esurance account. Insurance for the Modern World is a nice campaign but just too soft.
NORTHBROOK, IL: Allstate (NYSE:ALL) today announced that Sanjay Gupta will join its [...]
Mogl looks to hire a big dog the to lead marketing
Steve’s breakdown: This rewards for shopping company looks to have found a better way to opperate. I remember working on FreeRide.com before the bubble burst. Wow, were they dreaming!
Anyway, they seem to be leaning toward digital and viral marketing so if that’s your bag, get to know this folks.
SAN DIEGO, CA: Mogl CMO Job Descr [...]
Virtual Piggy banks on new marketing head
Steve’s breakdown: All you kid advertising agencies out there should give this one a look over.
HERMOSA BEACH, CA: Virtual Piggy, Inc. (OTCBB: VPIG), an innovator in safe-online youth purchasing, today announced that they have appointed entertainment industry marketing executive Joanne Wong to head up their global marketing efforts.
“Vi [...]
Kaiser Permanente gets new VP of Advertising & Brand Management
Steve’s breakdown: The key line in this article is: She “will lead Kaiser Permanente’s brand experience, advertising and digital strategy functions. She will oversee the organization’s award-winning “Thrive” advertising campaign, which debuted its ninth season of new ads during the 2012 Summer Olympics.”
OAKLAND, CA: Alexa [...]
Deloitte & Touche searches for new CMO
Steve’s breakdown: Here we go again with another major marketer looking for a CMO. Just so you know, this is a confidential search so they might now admit they need a CMO but don’t let that stop you.
NEW YORK, NY: Here’s the job description: One of the largest audit, tax, and advisory firms in the nation as well as the New Y [...]
Chartis insurance puts the word out for a new CMO
Steve’s breakdown: We’ve been covering these kinds of stories from the begining but starting today, we’re going to be doing it a lot more proactively. The idea is two fold:
1) If you can help a prospective client find a new CMO, you’re in a great position to get the business.
2) Knowing that a prospective client is l [...]
Media biz of National Australia Bank in review
Steve’s breakdown: This $40 million account also includes brands NAB, MLC and UBank.
MELBOURNE, Australia: The National Australia Bank’s media contract is being put out to pitch with a “selected group of agencies” invited to take part.
Incumbents Zenith Optimedia, which has held the account for six years, has been invited to take part. [...]