Chad Carpenter

About Chad Carpenter

Hi, I\'m Chad—a dynamic marketing executive with over 20 years of experience leading brand…

Experience

1. Vice President, Marketing Optimization

   Wellby Financial

   Jun 2023 — Present

   Leveraging data analytics to continually optimize Wellby Financial’s digital services, focusing on user behavior, conversion rates, and engagement metrics to inform web and mobile app improvements. Spearheaded the integration of cutting-edge digital systems, unveiling a user-centric website and establishing a refreshed visual and verbal brand identity. Expertly navigated internal and external system transitions, enhancing the digital banking experience and user journey. • As a pivotal digital leader, steered all facets of operations, introduced a robust digital reporting automation system, and efficiently managed an $8M budget. Empowered a team of 22 direct and indirect reports and cultivated productive vendor partnerships. • Seamlessly translated organizational vision into a tactical roadmap, laying the groundwork for a multi-year marketing strategy focused on a member-centric digital journey. • Through journey mapping analysis, website-to-application completion was improved by 22%, resulting in additional $1.2M in vehicle lending per month within the first month of optimization. • With the pricing committee, developed certificate offers in a challenging rate environment, combined with AI member intelligence for high propensity targeted lists resulting in an 87% increase in deposits equaling a $7M increase MoM.