Product Strategy | Product Management | User Experience Research and Design | Digital Experience Platforms | Marketing Automation | Data-centric Solutions | Journey Management | Financial, Wellness and Insurance Industry Expert | AI and Machine Learning Technologist
Financial & Healthcare marketing, product management, customer experience and brand executive seeking leadership with a dynamic advisory, retirement, asset management or healthcare organization.
Focused on creating business value and driving revenue. Demonstrated experience identifying market trends, creating and executing strategy, developing award winning programs and thought leadership, leading change and driving client impact.
18+ years developing marketing and regulatory initiatives for leading financial & health brands-- I have a strong track record of delivering smart growth and value creation for clients and partners.
Focused on creating business value and driving revenue. Demonstrated experience identifying market trends, creating and executing strategy, developing award winning programs and thought leadership, leading change and driving client impact.
18+ years developing marketing and regulatory initiatives for leading financial & health brands-- I have a strong track record of delivering smart growth and value creation for clients and partners.
TESTIMONIALS
- I am pleased to recommend Cindy Volker for her outstanding contributions to build a world class product management team and leading the digital transformation of Retirement and Workplace Marketing & Regulatory communication. - Jim Young, Head of Product @ Broadridge Financial
WHITE PAPERS
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Reimagining the participant experience for a digital world
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Transforming the participant experience
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The Participant Experience in the New Fiduciary World
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CASE STUDY
Adobe case study: Bridging the retirement experience gap.
"Advances in marketing automation technology have tremendous potential to chip away at the retirement savings gap. Adobe came into the picture for us as we started looking to transform our approach to communicating with the US working population about retirement savings"
- Cindy Volker Vice President of Customer Experience & Product Strategy, Broadridge
SPEAKING ENGAGEMENTS
SPEAKER BIO:
Cindy Volker served as Vice President of Product Strategy and Product Management for marketing + regulatory communications with Broadridge’s Mutual Fund and Retirement business. In this role, she lead a team of experts, working with leading retirement providers to help them develop best-in-class digital marketing and regulatory experiences for their plan participants, advisors and sponsors.
Cindy has over 20 years of financial marketing experience and is a leading expert on marketing and regulatory trends in the financial services industry. Prior to joining Broadridge, Cindy held similar roles in strategy, digital marketing, business transformation and benefits management positions with fortune 500 firms. Cindy is a frequent author, speaker and contributor to industry associations on the topic of digital transformation, customer experience design and regulatory strategy in financial firms.
Cindy Volker served as Vice President of Product Strategy and Product Management for marketing + regulatory communications with Broadridge’s Mutual Fund and Retirement business. In this role, she lead a team of experts, working with leading retirement providers to help them develop best-in-class digital marketing and regulatory experiences for their plan participants, advisors and sponsors.
Cindy has over 20 years of financial marketing experience and is a leading expert on marketing and regulatory trends in the financial services industry. Prior to joining Broadridge, Cindy held similar roles in strategy, digital marketing, business transformation and benefits management positions with fortune 500 firms. Cindy is a frequent author, speaker and contributor to industry associations on the topic of digital transformation, customer experience design and regulatory strategy in financial firms.
SPARK |
DCIIA Panel |
NICSA WebinarThe Future of Financial Wellness
(1/20/2021) |
INDUSTRY RESEARCH
RRC, DCIIA: Retirement Income Solutions: RK Study |
UX Study: Design influence on investor selection
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... much more to come....
MEDIA
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Adobe Blog
How Broadridge Financial is changing the way we recieve retirement benefits, shareholder information, and more (9/24/20) Benefits Pro Fiduciary Rule prompts 401(k) providers to halt innovation, focus on compliance (10/28/2016) Plan Adviser Social Media Boosting Client-Adviser Relationships (10/28/2016) |
Advisor Perspectives
Fiduciary Rule Could Curtail Provider Communications with Participants (10/28/2016) Plan Adviser Fiduciary Rule Could Curtail Providers' Communications with Participants (10/28/2016) (8/19/2020) |