About Us
With over 30 years of experience in transforming marketing, we specialize in crafting innovative strategies and tactics that deliver double-digit growth and measurable ROI.
At i2a Advisors, our name embodies our philosophy: Insights to Action.
In a world overflowing with data, insights alone are not enough — they must lead to meaningful, measurable action. Our expertise lies in translating insights into strategies that propel businesses forward, bridging the gap between knowing and doing.
We guide our clients through the three seminal questions:
- What? — What do the data and insights tell us?
- So What? — Why does this matter for your business?
- Now What? — (And most importnatly) What specific actions should we take to achieve results?
Many firms stop at the first two questions, but it’s the “Now What” where true impact is made.
With decades of experience transforming marketing organizations — from strategy and analytics to execution — we specialize in turning insights into tangible business outcomes.
We customize our approach to fit the unique situations and the specific needs of our clients, creating impactful strategies and tactics that lead to sustainable growth and a competitive edge in the financial sector. Whether it’s building modern marketing capabilities, optimizing performance marketing, or leveraging data and AI for competitive advantage, we provide our clients with the tools and strategies necesary for driving sustainable growth.
For our clients, this means less uncertainty, faster decision-making, and a clear roadmap to achieving their goals.
Because in the end, action — not just insight — delivers results.
Our services range from:
- Strategic Projects: Marketing planning, Brand strategy, customer segmentation, and customer insights and market research.
- Data, Analytics, & Martech: Martech & marketing automation, data management, and data analytics.
- Demand Generation: Customer acquisition, onboarding, cross-sell, and retention strategies
- Organization Design & Operating Model: Marketing organization design, competency assessment, and training
- M&A Integration: Conversion planning, onboarding, retention, and post-integration growth strategies
- CMO On-Demand: Access to expert CMO guidance for pressing marketing issues
Our Mission
We believe data-driven marketing and strategic insights should be accessible to all, not just large industry leaders.
By linking insights with actionable strategies, we empower financial institutions to uncover opportunities, drive growth, and compete effectively.
Our Core Values
- Client-Centered Approach — We start with what matters most to our clients, crafting strategies that meet them where they are and accelerate their path to success.
- Deliver Meaningful Impact — We focus on outcomes, ensuring our work drives measurable value and lasting growth.
- Best-in-Class Expertise – We bring deep experience, strategic insight, and innovative thinking to every engagement.
- Solutions-Oriented Mindset – We approach challenges with a “can-do” attitude, always finding ways to move forward.
- Enjoy the Journey – When done right, marketing is not only effective — it’s energizing, creative, and rewarding.