Q&A with Tom O'Regan, CEO at Madison Logic

MEDIA 7 | September 5, 2019

Q&A with Tom O'Regan
Tom O'Regan, CEO at Madison Logic is a global leader in account based marketing. In this role, O’Regan leads all company initiatives with an emphasis on positioning ActivateABMTM as the only truly global account based marketing platform built for B2B marketers.

Focused on driving Madison Logic momentum and enabling the Marketer to be the driving force for growth and change within the enterprise, O’Regan also sits on the Advisory Board of The Fiscal Times, both the Sales Executive Committee and B2B Operating Group at the IAB.

MEDIA 7: If I were to say to a bunch of people who know you, ‘Give me three adjectives that best describe you’, what would I hear?
TOM O'REGAN: 
Passionate, Optimistic, and Indefatigable

M7: Ovum has named Madison Logic a “Leader” in the Ovum Market Radar: Account-Based Marketing report. What factors have led Madison Logic to emerge as a leader in ABM?
TO'R:
Ovum recognized the strength of our ABM platform in achieving predictable growth among the fastest growing B2B organizations globally. Specifically, the ability to leverage intent data to target the right accounts, measure ABM effectiveness, shorten sales cycles, and accelerate growth. The Ovum report also highlights Madison Logic's data gateway that allows CRM and MAP platforms to connect seamlessly including Salesforce, Marketo, and Oracle Eloqua.


"AI will play a critical role in the dynamic account targeting, content personalization, and conversion metrics that will accelerate growth for B2B marketers."

M7: How will the bi-directional integration with Oracle Eloqua help Madison Logic to empower B2B marketers?
TO'R:
Communication between marketing and sales in addition to integrating with the leading CRM and MAP platforms are key factors for ABM success at large B2B organizations. With the Oracle Eloqua integration, Madison Logic seamlessly accesses target account lists to activate ABM Demand Generation and Advertising programs and transfers engagement data back into Eloqua for lead scoring. Joint clients can also take advantage of Journey Acceleration™, which personalizes messaging based on marketing funnel stage to increase the volume, velocity, and value of deals in the pipeline.


"Communication between marketing and sales in addition to integrating with the leading CRM and MAP platforms are key factors for ABM success at large B2B organizations."

M7: How do you see technology and artificial intelligence impacting the ABM landscape in the near future?
TO'R:
AI will play a critical role in the dynamic account targeting, content personalization, and conversion metrics that will accelerate growth for B2B marketers.



M7: Tom, your love for golf is well-known. Since when have you been playing golf and how do you manufacture time for it?
TO'R:
I’ve played golf since college and have met so many unbelievable people, explored so many amazing places around the world, and had incredible experiences enjoying the game of golf. With offices in NY, Boston, San Francisco, Seattle, London, Dublin, and Singapore, I have the opportunity to play with team members, partners, and clients once in a while. When I’m not working, I pick vacation spots partially on the quality of the links.

M7: What is your superpower?
TO'R:
I’d like to think I have a good eye for talent and finding people who have the skills, but more importantly I have the determination needed to grow and scale a business as a team.

ABOUT MADISON LOGIC

Madison Logic’s global account-based marketing (ABM) solution empowers B2B marketers to convert their best accounts faster. By integrating the ML Data Cloud with CRM and marketing automation platforms, intent data, and more than 20 other datasets, marketers execute a unified activation strategy across the funnel with ABM Advertising and ABM Demand Generation to align with sales, accelerate the buyer journey, and drive growth.

More C-Suite on deck

‘Crypto will promote a huge change in the financial service ecosystem,’ believes Roberta Antunes

Media 7 | November 24, 2021

Roberta Antunes, Chief of Growth at Hashdex, takes us through her wonderful professional journey and shares how Hashdex provides investors with secure access to cryptocurrency assets. Read on to find out how blockchain technology will redefine the financial service ecosystem.

Read More

'There is a revenue relationship between marketing and sales,' says Debbie Qaqish, Partner and Chief Strategy Officer at The Pedowitz Group

Media 7 | October 21, 2021

Debbie Qaqish, Partner and Chief Strategy Officer at The Pedowitz Group, takes us through her passion-fuelled worldview of marketing operations that are strategically aimed to drive revenue. In this interview, we had the opportunity to take a peek at her concept of "revenue marketing," strategic marketing operations, and her inspiration behind authoring several award-winning books. Read on to find out how to optimize sales and marketing collaboration tools, and how to leverage data to create powerful marketing campaigns.

Read More

Q&A with Jeff Pedowitz, President and CEO at The Pedowitz Group

Media 7 | October 1, 2021

Jeff Pedowitz, President and CEO at The Pedowitz Group, has over 20 years of leadership experience in both B2C and B2B organisations. He is the founder and president of The Pedowitz Group, a consulting firm that helps B2B marketing organisations improve their demand generation effectiveness. He is in charge of setting the company's vision and strategic direction, as well as managing all daily operations. Before founding The Pedowitz Group, Jeff served as vice president of professional services for Eloqua, one of the world’s leading providers of demand generation software. Jeff is also a Forbes Featured Author and his latest book ‘F the Funnel' is creating a lot of buzz in the industry.

Read More

‘Crypto will promote a huge change in the financial service ecosystem,’ believes Roberta Antunes

Media 7 | November 24, 2021

Roberta Antunes, Chief of Growth at Hashdex, takes us through her wonderful professional journey and shares how Hashdex provides investors with secure access to cryptocurrency assets. Read on to find out how blockchain technology will redefine the financial service ecosystem.

Read More

'There is a revenue relationship between marketing and sales,' says Debbie Qaqish, Partner and Chief Strategy Officer at The Pedowitz Group

Media 7 | October 21, 2021

Debbie Qaqish, Partner and Chief Strategy Officer at The Pedowitz Group, takes us through her passion-fuelled worldview of marketing operations that are strategically aimed to drive revenue. In this interview, we had the opportunity to take a peek at her concept of "revenue marketing," strategic marketing operations, and her inspiration behind authoring several award-winning books. Read on to find out how to optimize sales and marketing collaboration tools, and how to leverage data to create powerful marketing campaigns.

Read More

Q&A with Jeff Pedowitz, President and CEO at The Pedowitz Group

Media 7 | October 1, 2021

Jeff Pedowitz, President and CEO at The Pedowitz Group, has over 20 years of leadership experience in both B2C and B2B organisations. He is the founder and president of The Pedowitz Group, a consulting firm that helps B2B marketing organisations improve their demand generation effectiveness. He is in charge of setting the company's vision and strategic direction, as well as managing all daily operations. Before founding The Pedowitz Group, Jeff served as vice president of professional services for Eloqua, one of the world’s leading providers of demand generation software. Jeff is also a Forbes Featured Author and his latest book ‘F the Funnel' is creating a lot of buzz in the industry.

Read More

Related News

FINANCIAL MANAGEMENT

Great Place to Work® and Fortune Name AAG One of the 2022 Best Workplaces in Financial Services & Insurance™

AAG | September 29, 2022

Great Place to Work® and Fortune have honored American Advisors Group (AAG) as one of the 2022 Best Workplaces in Financial Services & Insurance™. Earning a spot means that AAG is one of the best companies to work for in the country. The Best Workplaces in Financial Services & Insurance award is based on analysis of survey responses from more than over 176,000 employees from Great Place to Work-Certified™ companies in the financial services and insurance industry "It's an honor to be named a Great Place to Work and we are so grateful for our dedicated employees who have made us a part of this list, AAG is truly a very special place, where we do extraordinary things for seniors, so they can achieve a better retirement." -Rebecca Pacillas, AAG Chief People Officer AAG is committed to building its Caring, Driven, and Ethical culture through employee engagement, competitive compensation, and professional development. AAG recently launched One AAG, an internal sharing initiative focused on diversity, equity, and inclusion. One AAG invites its employees to share their real stories and experiences through internal company newsletters and discussion panels to create a space where diverse perspectives, cultures, and values are celebrated. In 2022, AAG was endorsed for multiple corporate accolades including Best Workplace for Millennials. AAG was also recognized by Inspiring Workplaces and awarded Arizona Top Workplaces in 2022. AAG is headquartered in Irvine California. About the Best Workplaces in Financial Services & Insurance™ Great Place to Work® selected the Best Workplaces for Financial Services & Insurance™ by gathering and analyzing confidential survey responses from more than 176,000 employees from Great Place to Work-Certified™ companies in the financial services and insurance industry. Company rankings are derived from 75 employee experience questions within the Great Place to Work® Trust Index™ survey. Great Place to Work determines its lists using its proprietary For All™ methodology to evaluate and certify thousands of organizations in America's largest ongoing annual workforce study, based on over 1 million survey responses and data from companies representing more than 6.1 million employees, this year alone. Read the full methodology. About Great Place to Work® Great Place to Work® is the global authority on workplace culture. Since 1992, they have surveyed more than 100 million employees worldwide and used those deep insights to define what makes a great workplace: trust. Their employee survey platform empowers leaders with the feedback, real-time reporting and insights they need to make data-driven people decisions. Everything they do is driven by the mission to build a better world by helping every organization become a great place to work For All™. About AAG AAG is dedicated to helping older Americans find new ways to fund a better retirement through the responsible use of home equity. As the nation's leader in reverse mortgage lending, AAG offers a suite of home equity solutions including Home Equity Conversion Mortgages, traditional and proprietary mortgages — that are designed to give seniors a better financial outcome in retirement. AAG is a proud member of the National Reverse Mortgage Lenders Association (NRMLA).

Read More

CORE BANKING,FINTECH

PNC BANK TRANSFORMS DIGITAL MORTGAGE APPLICATION PROCESS

PNC Bank | September 28, 2022

PNC Bank today announced a strategic partnership with Blend, a leader in cloud banking software, to digitally optimize the company's end-to-end online mortgage application process for an improved customer experience. "Over the last few years, we've seen first-hand the growing customer demand for simplified, digital-first interactions, Through our partnership with Blend, we're now able to deliver a state-of-the-art experience that provides an ideal combination of digital self-service technology and support for our customers as they navigate one of the biggest and most important purchases in their lifetimes." -Peter McCarthy, PNC executive vice president and head of Mortgage Through PNC's enhanced mortgage application platform, customers now are able to digitally apply for a mortgage and import bank or payroll information directly into their application simply by providing their necessary credentials decreasing the amount of time it takes to locate necessary documents. Once an application is submitted, customers have a single portal for tracking its status, completing outstanding tasks, and reviewing and electronically signing loan documentation. PNC mortgage loan officers also can collaborate real-time with customers through their online portal. As an organization, our goal is to continue to partner with companies across the country to build the digital-first future of financial services, We're proud to work alongside PNC as they introduce a leading-edge, self-serve digital mortgage application solution — making the overall user experience easier and quicker for their customers and employees,said Erik Wrobel, head of Product at Blend. About PNC Bank: PNC Bank, National Association, is a member of The PNC Financial Services Group, Inc. PNC is one of the largest diversified financial services institutions in the United States, organized around its customers and communities for strong relationships and local delivery of retail and business banking including a full range of lending products; specialized services for corporations and government entities, including corporate banking, real estate finance and asset-based lending; wealth management and asset management.

Read More

INVESTMENT MANAGEMENT

GeoWealth Launches Investment Consulting Division, Introduces Manager Portal, and Expands Model Marketplace

GeoWealth | September 29, 2022

GeoWealth, a modern turnkey asset management platform (TAMP) built for registered investment advisors (RIAs), today announced several upgrades focused on providing RIAs with more personalization and choice in their investment management programs – including investment guidance, due diligence, service and support. To best serve their clients, contemporary advisors demand greater control, flexibility and customization when managing client portfolios. GeoWealth has responded by expanding its model marketplace, increasing its vetted manager menu by over 200 percent. Advisors leveraging GeoWealth’s proprietary platform have always had the flexibility to build their own models, select third-party model portfolios, or combine the two via custom Unified Managed Accounts (UMAs). GeoWealth has also further enhanced advisors’ ability to customize on the platform by onboarding Separately Managed Accounts (SMAs) and single asset class or “sleeve-level” strategies to be used as building blocks in UMA allocations. “Our mission is clear: to empower advisors by offering the technology, infrastructure and back-office resources they can leverage and customize to meet any client’s needs, We are laser focused on building the most RIA-friendly TAMP in the market and these new developments are indicative of our commitment to offering advisors additional customization and investment flexibility.” -Colin Falls, President at GeoWealth Investment Consulting Division For advisors looking for guidance and concierge-level support in building custom UMA solutions, GeoWealth is also announcing the launch of its internal Investment Consulting division. Following the recent hire of Jen Wing as Head of Asset Management in December 2021, GeoWealth has been shaping a hands-on, customizable service model for advisors who desire completely outsourced portfolio and UMA construction and maintenance while retaining their unique brand. Already well known as the technology-forward, modern TAMP, GeoWealth has grown primarily by way of firms managing their own model programs as well as with firms making their own manager selections, My team will be focused on the segment of the market that desires complete asset management support, including manager selection, portfolio construction, maintenance and white glove service,said Wing. New Manager Portal To better enable efficient model-level rebalancing and reallocating, GeoWealth is also announcing the release of its integrated Manager Portal module on the platform. The Manager Portal will allow third-party managers, as well as advisors managing client portfolios, to seamlessly communicate portfolio updates to the GeoWealth trading team for ultimate execution. Additionally, the portal allows asset managers to load their collateral directly to the GeoWealth Model Center for easy access by advisors. About GeoWealth GeoWealth is a turnkey asset management platform (TAMP) and financial technology solution built specifically for the needs of modern RIAs. GeoWealth’s user-friendly, cost-efficient, integrated technology enables advisors to access a diversified lineup of model portfolios and fully offload mid- and back-office responsibilities, including performance reporting, billing, portfolio accounting and more. Via its customizable open-architecture platform, GeoWealth enables advisors and firms to grow faster and serve clients more efficiently. Founded in 2010, GeoWealth is headquartered in Chicago, IL.

Read More

FINANCIAL MANAGEMENT

Great Place to Work® and Fortune Name AAG One of the 2022 Best Workplaces in Financial Services & Insurance™

AAG | September 29, 2022

Great Place to Work® and Fortune have honored American Advisors Group (AAG) as one of the 2022 Best Workplaces in Financial Services & Insurance™. Earning a spot means that AAG is one of the best companies to work for in the country. The Best Workplaces in Financial Services & Insurance award is based on analysis of survey responses from more than over 176,000 employees from Great Place to Work-Certified™ companies in the financial services and insurance industry "It's an honor to be named a Great Place to Work and we are so grateful for our dedicated employees who have made us a part of this list, AAG is truly a very special place, where we do extraordinary things for seniors, so they can achieve a better retirement." -Rebecca Pacillas, AAG Chief People Officer AAG is committed to building its Caring, Driven, and Ethical culture through employee engagement, competitive compensation, and professional development. AAG recently launched One AAG, an internal sharing initiative focused on diversity, equity, and inclusion. One AAG invites its employees to share their real stories and experiences through internal company newsletters and discussion panels to create a space where diverse perspectives, cultures, and values are celebrated. In 2022, AAG was endorsed for multiple corporate accolades including Best Workplace for Millennials. AAG was also recognized by Inspiring Workplaces and awarded Arizona Top Workplaces in 2022. AAG is headquartered in Irvine California. About the Best Workplaces in Financial Services & Insurance™ Great Place to Work® selected the Best Workplaces for Financial Services & Insurance™ by gathering and analyzing confidential survey responses from more than 176,000 employees from Great Place to Work-Certified™ companies in the financial services and insurance industry. Company rankings are derived from 75 employee experience questions within the Great Place to Work® Trust Index™ survey. Great Place to Work determines its lists using its proprietary For All™ methodology to evaluate and certify thousands of organizations in America's largest ongoing annual workforce study, based on over 1 million survey responses and data from companies representing more than 6.1 million employees, this year alone. Read the full methodology. About Great Place to Work® Great Place to Work® is the global authority on workplace culture. Since 1992, they have surveyed more than 100 million employees worldwide and used those deep insights to define what makes a great workplace: trust. Their employee survey platform empowers leaders with the feedback, real-time reporting and insights they need to make data-driven people decisions. Everything they do is driven by the mission to build a better world by helping every organization become a great place to work For All™. About AAG AAG is dedicated to helping older Americans find new ways to fund a better retirement through the responsible use of home equity. As the nation's leader in reverse mortgage lending, AAG offers a suite of home equity solutions including Home Equity Conversion Mortgages, traditional and proprietary mortgages — that are designed to give seniors a better financial outcome in retirement. AAG is a proud member of the National Reverse Mortgage Lenders Association (NRMLA).

Read More

CORE BANKING,FINTECH

PNC BANK TRANSFORMS DIGITAL MORTGAGE APPLICATION PROCESS

PNC Bank | September 28, 2022

PNC Bank today announced a strategic partnership with Blend, a leader in cloud banking software, to digitally optimize the company's end-to-end online mortgage application process for an improved customer experience. "Over the last few years, we've seen first-hand the growing customer demand for simplified, digital-first interactions, Through our partnership with Blend, we're now able to deliver a state-of-the-art experience that provides an ideal combination of digital self-service technology and support for our customers as they navigate one of the biggest and most important purchases in their lifetimes." -Peter McCarthy, PNC executive vice president and head of Mortgage Through PNC's enhanced mortgage application platform, customers now are able to digitally apply for a mortgage and import bank or payroll information directly into their application simply by providing their necessary credentials decreasing the amount of time it takes to locate necessary documents. Once an application is submitted, customers have a single portal for tracking its status, completing outstanding tasks, and reviewing and electronically signing loan documentation. PNC mortgage loan officers also can collaborate real-time with customers through their online portal. As an organization, our goal is to continue to partner with companies across the country to build the digital-first future of financial services, We're proud to work alongside PNC as they introduce a leading-edge, self-serve digital mortgage application solution — making the overall user experience easier and quicker for their customers and employees,said Erik Wrobel, head of Product at Blend. About PNC Bank: PNC Bank, National Association, is a member of The PNC Financial Services Group, Inc. PNC is one of the largest diversified financial services institutions in the United States, organized around its customers and communities for strong relationships and local delivery of retail and business banking including a full range of lending products; specialized services for corporations and government entities, including corporate banking, real estate finance and asset-based lending; wealth management and asset management.

Read More

INVESTMENT MANAGEMENT

GeoWealth Launches Investment Consulting Division, Introduces Manager Portal, and Expands Model Marketplace

GeoWealth | September 29, 2022

GeoWealth, a modern turnkey asset management platform (TAMP) built for registered investment advisors (RIAs), today announced several upgrades focused on providing RIAs with more personalization and choice in their investment management programs – including investment guidance, due diligence, service and support. To best serve their clients, contemporary advisors demand greater control, flexibility and customization when managing client portfolios. GeoWealth has responded by expanding its model marketplace, increasing its vetted manager menu by over 200 percent. Advisors leveraging GeoWealth’s proprietary platform have always had the flexibility to build their own models, select third-party model portfolios, or combine the two via custom Unified Managed Accounts (UMAs). GeoWealth has also further enhanced advisors’ ability to customize on the platform by onboarding Separately Managed Accounts (SMAs) and single asset class or “sleeve-level” strategies to be used as building blocks in UMA allocations. “Our mission is clear: to empower advisors by offering the technology, infrastructure and back-office resources they can leverage and customize to meet any client’s needs, We are laser focused on building the most RIA-friendly TAMP in the market and these new developments are indicative of our commitment to offering advisors additional customization and investment flexibility.” -Colin Falls, President at GeoWealth Investment Consulting Division For advisors looking for guidance and concierge-level support in building custom UMA solutions, GeoWealth is also announcing the launch of its internal Investment Consulting division. Following the recent hire of Jen Wing as Head of Asset Management in December 2021, GeoWealth has been shaping a hands-on, customizable service model for advisors who desire completely outsourced portfolio and UMA construction and maintenance while retaining their unique brand. Already well known as the technology-forward, modern TAMP, GeoWealth has grown primarily by way of firms managing their own model programs as well as with firms making their own manager selections, My team will be focused on the segment of the market that desires complete asset management support, including manager selection, portfolio construction, maintenance and white glove service,said Wing. New Manager Portal To better enable efficient model-level rebalancing and reallocating, GeoWealth is also announcing the release of its integrated Manager Portal module on the platform. The Manager Portal will allow third-party managers, as well as advisors managing client portfolios, to seamlessly communicate portfolio updates to the GeoWealth trading team for ultimate execution. Additionally, the portal allows asset managers to load their collateral directly to the GeoWealth Model Center for easy access by advisors. About GeoWealth GeoWealth is a turnkey asset management platform (TAMP) and financial technology solution built specifically for the needs of modern RIAs. GeoWealth’s user-friendly, cost-efficient, integrated technology enables advisors to access a diversified lineup of model portfolios and fully offload mid- and back-office responsibilities, including performance reporting, billing, portfolio accounting and more. Via its customizable open-architecture platform, GeoWealth enables advisors and firms to grow faster and serve clients more efficiently. Founded in 2010, GeoWealth is headquartered in Chicago, IL.

Read More

Spotlight

Madison Logic

Madison Logic

Madison Logic’s global account-based marketing (ABM) solution empowers B2B marketers to convert their best accounts faster. By integrating the ML Data Cloud with CRM and marketing automation platforms, intent data, and more than 20 other datasets, marketers execute a unified activation strategy acro...

Events

Resources