Our Team:

Ed O'Brien

Director, Banking Channels Advisory Service

Email: eobrien@mercatoradvisorygroup.com
781-419-1726

Roles and Responsibilities

Ed is Director, Banking Channels for the Mercator Advisory Group. Ed’s research focus areas include ATM, Branch, Call Center, Mobile Banking, and Online Banking channels. This research comprises analyses of customer segmentation and technology shifts from the perspective of banking channels.

Background

Previous Experience
Ed’s experience includes over 20 years in corporate strategy, market research, market and competitive intelligence, product marketing, and analytics roles. His background encompasses such initiatives as deposit strategies, debit and credit cards, wealth management, small business, customer analytics, asset management, market segmentation, and cross-sell opportunities across various lines of business.
This expertise includes launching and supporting new products, technologies, and services for banking and financial services, consulting, and enterprise software firms.

Ed’s background incorporates, development of go-to-market strategies, planning and managing large-scale product rollouts, and assessing the impact of existing and proposed initiatives.

Ed’s marketing specialties include marketing strategy and market research as well as the use of complex analytics tools, such as SAS, SQL, and CRM applications, to better understand customer demand and determine key market drivers.

Ed has also consulted with, and presented to, a wide variety of firms in the banking and financial services, retail, and enterprise software industries. He is also active with the American Marketing Association, the Strategic and Competitive Intelligence Professionals, the Association for Strategic Planning, the Boston Product Management Association, and The American Society for Training and Development.

Education
Ed holds a BS degree in Business Administration from Boston University, and an MBA degree with a concentration in Management from the Bentley University McCallum Graduate School of Business.