Novantas bags Capital One Exec as Director

Steve’s breakdown: We love it when a new marketing folks come from a client who spends boatloads of cash on advertising. That’s what we have here with Paul Halpern.

NEW YORK, NY: Novantas, Inc. announced today that Paul Halpern, former Senior Vice President of Product and Marketing for Capital One, will join the Firm as Managing Director. Halpern will lead banking consulting projects on marketing mix, digital marketing, and sales.

“Paul has a reputation for driving significant revenue growth and enhancing customer relationships through solutions-based approaches to strategic development, product management, and online customer experience,” said Dave Kaytes, Co-CEO and Managing Director at Novantas. “Adding Paul to our Firm greatly enhances the advisory services we offer to the financial industry’s senior marketing executives.”

“Digital channels offer considerable new capabilities and opportunities for financial institutions,” added Halpern. “I am excited to develop strategies that will help financial institutions leverage those channels to improve customer experience, acquisition strategies, and cross-sell.”

In joining Novantas, Halpern brings over a decade of experience in results-driven marketing roles at leading financial organizations. Halpern joined Capital One in 2011 to oversee the integration of ING/Sharebuilder, for which he delivered the company’s brokerage strategy and developed a customer-centric, integrated product and marketing strategy. His accomplishments at Sharebuilder also include leading the business’s customer experience initiatives and refining the core product offerings to significantly grow average balance per new account. He had worked at Capital One previously, from 1995-2000, serving as Director of Marketing and Analysis in the New Business Development Division.

In addition to his work at Capital One, Halpern was the Executive Vice President of Product Marketing and Site Marketing at E*Trade, where he developed strategies to enhance customer experience, acquisition, engagement, and site optimization. Halpern has also served in senior marketing positions at JP Morgan Chase. He holds an M.B.A. from Harvard Business Schooland a B.S. in Electrical Engineering from Tufts University.

About Novantas

Novantas is the leader in customer science and revenue strategy in the financial services industry. The firm’s Management Consulting, Solutions, and Research divisions specialize in investigating and interpreting customer needs, attitudes, and behaviors in ways that help companies to refine marketing decisions, customer strategies, and sales and service activities. For more information, visit


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