CMI Deepens Expertise in the Financial Services Industry

CMI, an insights and consulting firm, has added Bill Dunn to their Financial Services Business Development team, further expanding their expertise in this important vertical. 



Atlanta, GA – CMI, an insights and consulting firm, has added Bill Dunn to their Financial Services Business Development team, further expanding their expertise in this important vertical. 

Bill will consult with insights and customer experience teams on their current business and information objectives, while also providing thought leadership on emerging topics impacting the financial services industry.  Bill has broad expertise in the customer experience and loyalty space, both in the consulting space and EFM market.  His passion is in bringing the best solution to the customer challenge, whether in loyalty tracking, experience design, or new service development.

‘”CMI has an established a strong track-record in contributing to our clients’ success, said Bill Dunn upon joining CMI.  I am especially excited to join the Customer Experience Practice, as CMI offers a great portfolio of solutions as well as having immersive and analytical expertise.  Our whole focus is to align the Customer and Brand Experience with tangible business outcomes such as increased share-of-wallet.’

“‘CMI’s focus continues to be on delivering intelligence that produces exceptional brand and customer experiences,” said Beth Rounds, COO of CMI.  CMI takes a very consultative approach to our assignments; therefore it is critical that we continue to add more depth and experience to our client-facing team. We are excited to have Bill on board.”

About CMI

CMI is an insights and consulting firm servicing clients in the life sciences, financial services, insurance services and B2B industries.  We specialize in customer acquisition and loyalty in markets which have complex purchase processes.  CMI’s research solutions focus on fueling strategy via brand and marketing management, customer experience understanding and performance tracking.  We are a solutions-focused firm and pride ourselves as strategic contributors to our client’s success.  . 

For more information about CMI, visit www.cmiresearch.com.