Ron Shevlin is a senior analyst at Aite Group. He specializes in retail banking issues including sales and marketing technologies, customer and marketing analytics, loyalty management, P2P lending, personal financial management, social computing, online banking, customer experience and consumer behavior.

Mr. Shevlin is a recognized thought leader for his pioneering research on right-channeling consumer interactions, the impact of customer advocacy on future purchase intention, and developing sense-and-respond marketing capabilities to improve sales and marketing efforts. He has been widely quoted in press, in publications such as U.S. Banker and Credit Union Management, and has been a keynote speaker at numerous industry/client events including BAI Retail Delivery, CUES CEO Network, DMA Financial Services, NICSA Technology Forum and Forrester Finance Forum.

Prior to joining Aite Group, Mr. Shevlin was a vice president at Epsilon, where he led the database marketing firm's financial services consulting practice. He helped banks, brokerages, and credit card issuers assess their database marketing and analytics competencies, develop marketing strategies and plans, build marketing performance scorecards and measure customer engagement to improve their marketing effectiveness and efficiency.

Prior to his time with Epsilon, Mr. Shevlin was a vice president and principal analyst at Forrester Research, heading up Forrester's research efforts on customer loyalty, profitability and consumer channel use in the financial services industry. As part of his consulting work, he conducted consumer research studies, developed predictive buying and channel usage models, designed effective online marketing campaigns and Web sites, and helped financial services firms craft profitable online channel strategies.

Mr. Shevlin received an M.B.A. in Finance and Statistics from the University of Texas at Austin, and a B.A. in Economics from SUNY Binghamton. He is also the author of Snarketing 2.0: Marketing In the Age of Social Media, published in October 2011.


Speaking / Consulting Topics

  • The Future of Retail Banking
  • The Future of Credit Unions
  • How  Mobile Technologies Will Reshape the Future of Financial Marketing
  • Big Data Opportunities for Credit Unions