Lisa Nicholas

Visionary
DISC Type : Ds

SVP FI Marketing Products & Strategy at Vericast

Georgetown, Texas, United States

Overview

Lisa Nicholas is the SVP of FI Marketing Products & Strategy at Vericast, with over 25 years of experience helping financial institutions grow using data and AI. A graduate of St. Edwards University with a Masters degree, colleagues describe her as a strategic, passionate, and forward-thinking leader focused on industry transformation.


She recently earned a certificate in AI Prompting from The University of Texas at Austins McCombs School of Business.

Personality Overview

Early Adopter

Big Vision Person

Risk Tolerant

They exhibit a rare combination of being result-oriented but patient at the same time.  They are very professional in their approach and can weigh multiple perspectives together. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

AI in Marketing
Leads AI innovation at Vericast and recently earned a certificate in AI Prompting, showing a clear focus on applying artificial intelligence to marketing challenges in finance.
Data-Driven Growth
Her work centers on helping banks and credit unions use consumer data intelligence to increase lead generation, drive growth, and compete with fintechs.
Marketing Transformation
Her career is dedicated to transforming marketing and sales for financial institutions, with a focus on leveraging technology and data for a modern omnichannel strategy.

Media Appearances

Vericast Launches Checking Engine. Featured in CXM Today

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Vericast - Leadership Team. Featured in The Org

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Work History

10-2023
SVP FI Marketing Products & Strategy at Vericast
3-2022 - 10-2023
VP Strategy - Financial Services at Vericast
12-2021 - 3-2022
Associate Partner at IBM
11-2020 - 12-2021
Director at Wipfli LLP
2020
Strategic Advisor at The Appointment Scheduling & Booking Industry Association

Education

8-2004 - 12-2006
Master's degree from St.Edward's University
1991 - 1996
Bachelor's degree from Northern Michigan University

More Information

Social Presence :

Prographics :

Exp : 29 Location : Georgetown, Texas, United States Job Level : Leadership Designation : SVP FI Marketing Products & Strategy at Vericast
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • During followups, use phone or text if needed, they should be fine
  • Use phrases like 'your team deserves', 'best in class' etc.

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lisa is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Lisa

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Lisa move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Lisa take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Lisa

Personality Compatibility


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