Jeffrey DiLaura

Jeffrey is a proven Senior Executive, Entrepreneur, and Consultant with 30 years of success in finance, banking, insurance, financial services, accounting, brokerage, and investment management. Leveraging extensive experience in sales, operations, and service, he is a valuable asset for similar-sector companies looking for strategy, turnaround, growth, systems and automation. His broad areas of expertise include leadership; strategic planning; executive and management consulting; business analysis, strategy, intelligence, planning; and development; sales operations and management; lead generation and management; product development; process improvement; change management; problem solving; capital markets; asset and wealth management; customer service; and CRM.

In his executive career, Jeffrey has held leadership positions at Relationship Velocity LLC (Managing Partner); Charles Schwab (SME/Consultant); USAA (SME/Consultant); PNC (SME/Consultant); Bowne (SME/Consultant); Cotelligent (SME/Consultant); and Xerox (SVP, Global Sales & Marketing). Jeffrey has served as subject matter expert and consultant in numerous assignments and deals, based as fee, equity, percentage, or incentive arrangements. For Charles Schwab, he came in to consult across all retail divisions to find new lead sources. In 2 years, he helped them achieve 25% lift in lead generation, delivering $1B boost in new assets. For a smaller $35-40M investment management company, Jeffrey’s stellar lead and growth strategies resulted in $217M net new assets. He built his own investment management firm as an insurance company within a regional bank, growing it to $6M in assets. For USAA, he formulated and directed a new formal lead management program featuring a relationship management review, driving from 6M to 10M members in less than 6 years. For a $250K startup, he implemented his lead management system and elevated to $2.5M revenue in 2 years.

Jeffrey leads a consultancy with expertise across the financial services industry, including wealth management, asset management, capital markets, retail banking, consumer lending, and life, health, and P&C insurance. He directs specializations in new product design and development; compensation design; lead-to-revenue management; distribution modeling; infrastructure support; sales and sales management transformation; contact center interaction optimization; cross channel marketing; insights management; experience architecture; and sales and marketing operations and CRM optimization. Applying Jeffrey’s principles and methods, he and his associates have executed multiple financial success scenarios, including $314M in new AUM; 17% revenue increase to only 1% cost increase; 66% attrition reduction; 371% digital product sales increase; and 48% sales closing ratio increase.

He also started and sold the first cloud-based and mobile-enabled CRM software company, subsequently selling it to a Fortune 500 company in 12/2000. Jeffrey also built an outsourced data management and sales reporting division within an acquiring company – a longstanding benchmark for the asset management industry. He invented true wallet share analysis for the RIA and asset management channels; and has designed and successfully implemented more than 50 CRM solutions globally.

Jeffrey obtained a Bachelor Degree in Business Administration and Management from Hofstra University. He has published a number of benchmark studies, including incentive compensation for wealth management, the secret of asset growth is managing net flows, modern lead management for financial service companies, the 32 lead sources every company needs to know, workflow automation ergonomics and economics, the value of experience architecture, among others. His accomplishments have also been recognized by many industry rating services.