Caspian Yu

Energizer
DISC Type : I

Chief Marketing Officer, Wealth Management at BMO

Toronto, Ontario, Canada

Overview

Caspian has no verified overview

Personality Overview

Full Of Energy

Enthusiastic

Relationship Oriented

They are friendly, approachable and love to make new connections.  They are really good at seeing what the long-term impacts of their decisions could be. They are always positive and upbeat, so take their promises with a pinch of salt.

Topics They Care About

Caspian has no verified topics they care about

Media Appearances

Caspian has no verified media appearances

Work History

2-2024
Chief Marketing Officer, Wealth Management at BMO
3-2022 - 1-2024
Managing Director, Canadian Credit Cards & Payments Marketing at BMO
11-2019 - 2-2022
Director, Canadian Credit Card & Risk-based Marketing at BMO
6-2018 - 11-2019
Director, North American Banking Experience Marketing & Personal Banking Marketing Strategy at BMO
3-2015 - 5-2018
Senior Manager, Customer Growth, Everyday Banking, and Segment Marketing at BMO

Education

1999 - 2003
Bachelor of Business Administration (BBA) from Schulich School of Business - York University
2002 - 2002
Bachelor of Business Administration (BBA) from National University of Singapore

More Information

Social Presence :

Prographics :

Exp : 22 Location : Toronto, Ontario, Canada Job Level : Leadership Designation : Chief Marketing Officer, Wealth Management at BMO
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Insights For Selling To Caspian

During A Call Or A Meeting

DO's

  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Share some stories about how you you have helped people in similar positions succeed
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t be too formal, focus on building comfort and trust
  • Avoid cutting into their flow
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Caspian is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Caspian

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Caspian move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Caspian take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Caspian

Personality Compatibility


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