Lori Spangard

Evaluator
DISC Type : SCD

Sr. Director - Product & Strategy, Ally Invest at Ally

Charlotte Metro, United States

Overview

Lori Spangard is a strategic leader at Ally with over 20 years in financial services, specializing in brokerage, banking strategy, and client experience. A graduate of UNC-Chapel Hill with Series 7 & 24 licenses, colleagues describe her as an innovative, professional, and excellent communicator, currently leading product and strategy for Ally Invest.

Her unique accomplishment includes authoring a white paper that forecasted the 2008 mortgage crisis, which was referenced on the front page of The Wall Street Journal.

Personality Overview

Fast But Analytical

Thorough Evaluator

Quality Focused

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Human + Digital Advice
She recently led the launch of Ally's first wealth management service that combines dedicated human advisors with a seamless digital platform, emphasizing the firm's "digital DNA".
Wealth Management
Her team recently launched Ally Invest Wealth Management, a major initiative to provide financial planning and advice to clients, a project she proudly announced and has spoken about publicly.
Customer Experience
Has a deep background in building CX disciplines and scaling them across business lines. She employs creative strategies like using advisor "money stories" to connect with clients.

Media Appearances

Lori has no verified media appearances

Work History

8-2019
Sr. Director - Product & Strategy, Ally Invest at Ally
4-2019 - 8-2019
Sr. Director - CX & Usability Research at Ally
2-2016 - 4-2019
Director - CX & Usability Research at Ally
4-2007 - 1-2012
Founder at Terrace Blue
Marketing Manager at HSBC/Decision One

Education

1994 - 1998
School of Journalism from The University of North Carolina at Chapel Hill

More Information

Social Presence :

Prographics :

Exp : 18 Location : Charlotte Metro, United States Job Level : Senior Designation : Sr. Director - Product & Strategy, Ally Invest at Ally
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Insights For Selling To Lori

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lori is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Lori

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Lori move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Lori take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Lori

Personality Compatibility


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