Business Details
Strategic Marketing Solutions for Financial Services
Founded over two decades ago, EMI Boston has established itself as a leader in sales-driven marketing solutions for financial institutions. Our team combines the analytical rigor of consulting with the creative energy of a brand agency, delivering strategies that optimize human and digital sales channels. With expertise in demand generation, sales enablement, and customer engagement, we help banks, fintech companies, and financial service providers achieve measurable revenue growth.Our approach integrates data-driven marketing with proven sales methodologies, ensuring clients gain competitive advantages in complex markets. Backed by decades of collective experience, we prioritize integrity, execution excellence, and client success in every project.
Services
Marketing for Sales
Sales Channel Enablement
Demand Generation
Customer Engagement Solutions
Market Intelligence
Value Proposition Development
Lead Generation
Sales Enablement Tools
Strategic Consulting
Cross-Sell Strategies
Highlights and features
- We have over 25 years of experience in sales-driven marketing for financial services.
- Our team combines consulting rigor with creative execution capabilities.
- We specialize in optimizing both human and digital sales channels.
- Proven track record in demand generation and sales enablement strategies.
- Clients include leading banks, fintech companies, and investment platforms.
Services
Marketing for Sales
Our Marketing for Sales approach optimizes both human and digital sales channels through strategic campaigns. We focus on generating qualified leads, improving conversion rates, and increasing customer lifetime value. Our methodology combines market intelligence with executional excellence to deliver measurable revenue impact for financial institutions.
Sales Channel Enablement
We enhance sales channel productivity by developing targeted enablement tools and training programs. Our solutions include lead qualification systems, sales scripts, and performance analytics that help financial advisors and sales teams close more deals effectively.
Demand Generation
Our demand generation strategies combine multi-channel marketing with data analytics to create high-quality lead pipelines. We implement paid search, webinars, and targeted communications that convert prospects into engaged customers for financial service providers.
Customer Engagement Solutions
We develop personalized engagement strategies that improve customer loyalty and cross-sell opportunities. Our solutions use behavioral data and targeted communications to strengthen relationships throughout the customer lifecycle in financial services.
Market Intelligence
Our market intelligence services provide actionable insights into industry trends and competitor activities. We help financial institutions identify market opportunities, refine value propositions, and develop data-backed strategies for sustainable growth.
People
Campbell Edlund
Founder and President
With over 25 years of experience, Campbell leads EMI Boston's strategic direction. He specializes in aligning sales and marketing strategies for financial institutions, bringing expertise from engagements with Bank of America, Fidelity, and Verizon.
Anthony Nygren
Executive Vice President, Investments Practice
Anthony oversees investment sector strategies with deep expertise in advisor acquisition and engagement. He has helped global financial leaders achieve 6% annual market share growth through systematic lead generation programs.
Ken Lubar
Chief Technology Officer
Ken directs technology marketing strategies, navigating digital transformation challenges for clients. His team develops innovative solutions that address evolving buyer behaviors in the technology sector.
Charlene Paradise
Director, Payments Practice
Charlene leads payments sector initiatives, developing strategies that address emerging trends in digital payments and financial technology. Her work focuses on optimizing channel marketing effectiveness.
Mark Malloy
Executive Creative Director
Mark drives creative strategy, developing award-winning campaigns that balance brand building with measurable sales impact. He ensures all creative outputs align with business objectives and market demands.
Questions
What services does EMI Boston specialize in?
We specialize in sales-driven marketing strategies for financial institutions, including channel optimization, demand generation, and customer engagement solutions.
Which industries do you serve?
Our primary focus is financial services, including banking, investments, payments, retirement solutions, and technology sectors.
How long has EMI Boston been in business?
Our team has over 25 years of combined experience delivering marketing solutions for financial institutions.
What differentiates EMI Boston from competitors?
We uniquely combine consulting rigor with creative execution, focusing specifically on marketing strategies that directly impact sales outcomes.
Can you help with digital marketing for financial services?
Yes, we develop data-driven digital marketing campaigns that enhance lead generation and improve sales channel productivity.
