Rob Reale

Enthusiast
DISC Type : i

Associate Partner at Insight Financial Marketing

Woodbridge, Virginia, United States

Overview

Rob Reale is an Associate Partner at Insight Financial Marketing, where he helps financial institutions leverage technology and customer behavior analysis to drive growth. With a career in financial services since 1990, he specializes in data-driven marketing strategies. He holds a BA from Virginia Tech.

Away from work, Rob is an avid runner who embraces challenges, drawing parallels between running against the wind and finding personal strength. He enjoys traveling, with a recent trip to Boston including a visit to Fenway Park for a collegiate football game, reflecting an appreciation for spontaneous discoveries.

He has a keen interest in analyzing how fintech companies like Robinhood are using cross-selling to compete with traditional financial institutions.

Personality Overview

Story Driven

Optimistic

Non-Confrontational

Unlike D or C types, they are convinced more by stories and testimonials.  They tend to be agreeable by nature, so take their promises with a pinch of salt.
 They are more about building relationships than just cutting deals.

Topics They Care About

Behavioral Analytics
Writes and speaks about using customer transaction data, such as ACH, to predict behavior and identify cross-selling opportunities for financial institutions.
Data-Driven Marketing
Focuses on helping credit unions and banks define objectives and develop marketing data strategies to deepen customer relationships and drive profitable growth.
Fintech Competition
He analyzes and writes about the competitive strategies of companies like Robinhood, advising traditional banks on how to respond to their cross-selling tactics.

Media Appearances

Rob has no verified media appearances

Work History

10-2008
Associate Partner at Insight Financial Marketing
1-1996 - 10-2008
VP, Group Leader at Wachovia
7-1992 - 12-1995
Branch Manager at RHR, Inc

Education

BA from Virginia Tech
Education details unavailable from WSHS

More Information

Social Presence :

Prographics :

Exp : 33 Location : Woodbridge, Virginia, United States Job Level : N/A Designation : Associate Partner at Insight Financial Marketing
URL has been copied!

Insights For Selling To Rob

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Invite them for a lunch or a drink/coffee
  • Maintain high, positive energy and convey confidence

DONT's

  • Don’t be too formal with them, they trust informality more
  • Avoid overloading them with too much information
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rob is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Rob

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Rob move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Rob take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Rob

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.