Juan wraps up his interview with Jon Davies, the Senior Vice President of Digital Marketing & Strategy at Fidelity Investments. In part two, Jon talks about how you can transform an organization while maintaining customer expectations.
About Jon Davies:
Jon is senior vice president of digital marketing and strategy at Fidelity Institutional, the Fidelity Investments business that offers financial professionals and institutions access to the investment, technology, and platform solutions they need to service their clients and grow their businesses. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.
In his current role, he is responsible for FI’s marketing strategy, which includes managing multiple institutional marketing web sites including institutional.fidelity.com, clearingcustody.fidelity.com, and prime.fidelity.com. He is also responsible for marketing effectiveness and insight, as well as the marketing technology strategy and capabilities that drive the digital client experience.
Before joining Fidelity in 2015, Mr. Davies managed the B2B e-commerce personalization roadmap and strategy for Staples. Prior to that, he worked at Schneider Electric, where he led the global digital user experience group, and before that he led their global digital multimedia team.
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