Executive Insights: CMOs Talk Digital Transformation in Financial Services

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Shelia Reed, Chief Marketing Officer of Aspire Financial Services

Shelia Reed is the Chief Marketing Officer of Aspire Financial responsible for managing the overall strategy, direction and leadership for Aspire’s product development and packaging, brand, marketing and communications efforts, including the company’s digital and social media strategies. With over 20 years as an experienced strategic marketing leader, Shelia possesses a proven track record in creating and implementing effective marketing and product strategies and tools that result in market-share growth.


Melissa Puls, Chief Marketing Officer of Progress

Melissa Puls, Chief Marketing Officer of Progress, leads an energetic and results-driven organization, where her 20 years of experience informs Progress strategy and brand vision. Melissa inspires her team to think bigger and bolder, always recognizing that a good idea can come from anywhere and viewing problems as opportunities for inventive solutions.



Barrett Coakley, Senior Product Marketing Manager for Sitefinity, Progress

Barrett Coakley is the Senior Product Marketing Manager for the Progress Sitefinity product. Mr. Coakley has worked in various marketing positions for both startup and large technology organizations for over 20 years.

About Progress Sitefinity

Successful organizations such as NASA, Chevron, Expedia, PepsiCo, Panasonic, Roche and more, rely on Sitefinity to optimize customer experiences across multiple digital channels. Top finisher for “Usability” in the Gleansight WCM Benchmarks Report, and Winner of the 2014 People's choice Stevie Award for Favorite Content Management Solution, Sitefinity has broad industry recognition for its innovative digital marketing platform, superior usability, powerful developer capabilities and strong multisite and multilingual support.

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About Aspire Financial Services

Aspire Financial Services is a leading national service provider of smart retirement solutions, for all plan types including 401(k), 403(b), 457 and IRA. Headquartered in Tampa, FL, the company has been a Progress customer since 2013.

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In the race to keep pace with clients’ evolving expectations, financial services organizations are focusing more closely on digitally transforming their operations to enable an omni-channel customer experience.

Shelia Reed, CMO of Aspire Financial Services, and Melissa Puls, CMO of Progress, examine these challenges and how the industry is responding. They explore:

  • Digital transformation drivers
  • Defining a digital transformation strategy
  • Organizing the team to ensure success
  • Overcoming obstacles
  • Meeting 21st-century customer expectations
  • Engaging millennials
  • Measuring success