About Dave Calibey

For over a decade I’ve been helping business people understand and capitalize on the opportunities afforded them by the Internet. Over that time I’ve come to recognize that good business people have the instincts and experience necessary to succeed in the online world.

You already know how to:

• Attract prospects,
• Build relationships, and
• Care for your customers.

Otherwise your business wouldn’t be successful. Well now some portion of some of those activities should take place online.

Together we can figure out what portion, build a plan, and get it done so that you can start reaping the business benefits you may be leaving on the table today.

Because you’re a good business person you’re probably going to want to know a bit more about me. So here are some of the drier  details.

Running eBusiness for a Wealth Management Company

Over the last seven years, while a VP  of eBusiness at The Hartford, I grew a departmental eBusiness team into a cross-company resource enabling it to  guide and support the Annuity, Mutual Fund, Life and Retirement Plans businesses.

The team worked with each line of business to create eBusiness strategies, roadmaps, operating plans and marketing calendars. And then worked with the line of business to execute against those strategies and plans.

Together we effectively shifted the focus of B2B online activities to sales and customer engagement while achieving cost reduction through self-service. I required us to run successful cross-product multi-channel marketing and lead generation campaigns which resulted in increased producer acquisition and product sales.

Along the way the team evolved into centers of excellence for:

• Database (email) marketing and analytics
• Online and cross-channel strategic marketing
• Online publishing and content management
• Customer experience and insight
• eBusiness project execution, emerging tools and technologies, and firm allegiance programs

We established company-level governance for eBusiness including oversight committees, roles and responsibilities, standards and procedures.

By making it affordable, and therefore an easy business decision, we were able to implement consistent branding, enhanced user experiences and integrated analytics across businesses and marketing channels. The analytics necessitated the creation of a cross-company broker-centric marketing and analytics database and deployment of a robust campaign management system.