Rebecca Bond

An extremely hands-on experienced marketing professional with sales and management experience
and strong planning and strategic capabilities.

Proven track record of developing and executing marketing programmes for software and services
companies during 15+ years in financial services marketplace.

Key Skills: good business acumen, understanding of financial services industry,

full appreciation of the support that sales operations require from marketing,
good man/team-management and communication/writing skills, strategic planning and budget capability.
.
Experience in full gamut of marketing disciplines including: product messaging; target audience
definition, identification and nurturing; direct (e)mail, telesales/lead-generation; promotional events,
on-line webinars, customer care programmes, user groups; print and web collateral;
press and analyst relations; partner relationship management, SEO ….and more.

PROFESSIONAL EXPERIENCE

Marketing Executive to VP Marketing over 3 ½ year period

FRSGlobal celebrated its 21st „birthday‟ in 2010; a year which still saw
the financial services arena in the throes of recovering from a series of
financial crises which resulted in governments around the world
www.frsglobal.com demanding more rigorous risk management and tighter regulatory
120 Aldersgate Street control. FRSGlobal specialises in meeting these demands.
London In September 2010 FRSGlobal was acquired by Wolters Kluwer
Financial Services, to become part of a 19,000 person public
22 offices in 5 regions
June 2007-current company, predominantly to provide the financial risk element of their
comprehensive global solution ARCLogics.
History with FRSGlobal:
Approached to join FRS in June 2007 with target to create and execute marketing programme to promote
the company as THE regulatory solution provider; with global operational remit (5 regions, offices in 22
countries, solutions for 40+ countries. Target audience: tier 2-4 financial institutions with global
operations, primarily banks (latterly insurance companies)) – with outward look to be attractive to
investors.
Significant branding and internal communication programme required in early stages as company had
gone through several iterations culminating in each region operating independently. Main goal was to
design a current company/product/solution message and deliver it, internally and externally, to create a
global-thinking team.
Promotion: Appointed June 2007; subsequently appointed to Senior Management Team (approx 30
people), appointed to Executive Management Team (8 people), promoted to Vice President mid 2009,
awarded share options (paid out 2010), awarded 2010 bonus (Nov 2010) in early recognition of
achievements.
Report directly to CEO, interacted regularly with the Board (Kennet & Carlyle; VCs), directed by regional
VPs of each region and interact with Product and R&D on roadmaps and forward-messaging.
Designed marketing strategy at global and regional level encompassing all aspects of marketing, including
high focus on web/electronic marketing methods. Managed marketing budget ranging from €441,000-
900,000 whilst responding to corporate and market pressures accordingly.
Created team of marketing executives with responsibility for each of the 5 regions, PR manager and 2-
person web team – sharing global marketing responsibility. Grew Marketing team from 2-10.
Managed several re-branding exercises: company (FRS – FRSGlobal), created product range and identity
to move away from consulting image, adapted message(s) to incorporate 3 mergers and acquisitions,
messaged at global and regional levels. The M&A activity also demanded considerable internal, corporate
communication responsibility to create integrated operational activity and confidence – particularly most
recent acquisition of FRSGlobal by Wolters Kluwer Financial Services.

Rebecca Bond
Email: beccibond@hotmail.com Tel: +44 (0)1763 246556
 2
Created a “Centre of Risk & Regulatory Excellence” (CoR E) to illustrate the firm‟s unique level of
2
business expertise around the world. Promoted the CoR E message and increased lead generation with
2010 Global Webinar Programme.
Lead-gen also achieved from regular global mailing supporting region and country-specific sales and
marketing campaigns: Events resulting from financial crisis, Basel II/III, IFRS, Liquidity risk, ALM (Asset &
Liability Management), SURFI (a French regulation) and many more. The entire global campaign resulted
in 84 “events” throughout 2010, VERY FEW OF WHICH were attending external exhibitions/seminars
unless by invitation to speak.
2
Saw press coverage increase as business issues addressed by our CoR Experts and regularly
approached by key journalists for comment as new risk and regulatory issues announced by government.
Analyst Relations saw FRSGlobal ranked highly in major analyst reports with direct impact on sales.
Introduced Customer Care Programme to improve the experience customers had with FRSGlobal;
resulting in increase in user case studies, references and sales support material and streamlined sales
process.
2
Changed website from „brochure‟ to „news‟-style creating a CoR E Community looking to FRSGlobal for
regular updates on risk and regulatory issues.
Used existing Salesforce system before it was replaced with SAP, and implemented Eloqua to create full
360 degree view of leads and prospect activity.
Created Salesperson‟s on-line Briefcase comprising all sales-related collateral required by global team
including comprehensive user case study content. Regularly updated and sent to electronic device (Ipad
planned).
Had been interacting well with Wolters Kluwer Financial Services at corporate communication and
regional sales levels until made redundant January 2011 as FRSGlobal merges with WKFS-Europe.
Marketing systems: Salesforce.com, ExactTarget, SAP, Eloqua, Gorkana, Enecto.

European Head of Financial Services Marketing

In December 2005 QUMAS, which specialised in compliance systems
for pharmaceutical organisations, received investment from Fidelity
Ventures to expand into the Financial Services market and opened
QUMAS provides centralised offices in London and Manhattan. A global team of Sales, Marketing
compliance for heavily regulated and Support individuals with experience in Financial Services and
companies. Compliance was created.
www.qumas.com This was a hands-on marketing role that also operated at senior
35 Great Saint Helen‟s management level, and required the creation and execution of an all-
London encompassing marketing programme to launch the „new‟ offering.
Manhattan, New Jersey, Boston Its prime goal wass to identify and nurture contacts, generate
and Cork awareness, gather intelligence, and identify compliance projects and
Dec 2005 – 2007 sales leads in the top 75 global financial institutions, working closely
with the Sales team(s).
Designed European Financial Services division‟s Marketing Plan and had full budget responsibility.
Managed “Strategic Messaging Group” to redefine product messaging for „new‟ target audience(s) with
input from business, sales and development divisions.
Re-branded and produced sales and marketing collateral for new division‟s offering.
>1500 enquiries generated via electronic marketing and the website. Coordinated web content and
site development to reflect new messaging, and improve search engine optimisation.
Database populated with Compliance and IT professionals from Top 75 global financial
institutions. Designed and managed the creation and use of Salesforce.com to create comprehensive
source, and management of, sales and marketing information. Trained to System Administrator level on
Salesforce.com.
>3000 ‘new’ contacts in detailed Account structure ‘touched’ regularly – resulting in $1.6m of deals
in single ¼ pipeline.
Grew awareness in target audience and identified live projects and leads through external telesales
activity executing comprehensive „nurturing‟ programme, combined with in-house direct (e)mail
campaigns.

Rebecca Bond
Email: beccibond@hotmail.com Tel: +44 (0)1763 246556
 Identified projects (>$500,000) via partners in Benelux. Promoted QUMAS within the European
partner community e.g. Enterprise Ireland, Microsoft, Accenture, Logica, BearingPoint and Oracle, and
managed the joint marketing activities.

Significant # articles published in print and on-line over 12-month period. Increased awareness
within target audience through production and publication of thought leadership pieces promoted via
external PR agency (QUILL Communication) - also have own good press contacts.

Company Handbook and Sales Manual produced. Specified procedures and trained new recruits to
S&M around lead-generation and sales cycle – generating activity and pipeline reports for sales and board
reports. Highly focused on showing the effectiveness of the marketing activity on pipeline (and required
product development).

Senior member of a 6-strong global marketing team, regularly visiting New York, Boston and Cork
offices to coordinate US/EU operations.

Global Public Relations Officer

3-month contract to provide public relations in North American and
European. Own press and analyst contacts.

Asset Control is the global leading
provider of Centralized Data
Management solutions.
www.asset-control.com
London, New York
Sept –Nov 2005
Processed company and own press list to ensure Asset Control known
to editors/journalists of publications read by target audience.
Gained print and online coverage by writing/distributing regular press
releases.
Liaised with users to write, and obtained approval for, user case studies
for publication going forward.
At end of 3-month project, the CEO created and offered me the position
of European Marketing Manager, which I declined as I had by that time
agreed to join QUMAS.

Global Head of Marketing

Iris develops solutions for the front
and middle offices of global Tier 1
financial institutions.
The role, which reported to the CEO and Global Sales Manager, was to
create and execute a strategic marketing programme to increase the
company‟s valuation by repositioning its offering as being product- rather
than service based.
Full responsibility, including budget, for global marketing operation focused
on Europe, North America and Japan.

www.irisfinancial.com
London, New York,
San Francisco and Tokyo
2001 – 2005

Re-branded by creating new messaging based around J2EE/SOA components for Fixed Income and
Equity with applications for Program Trading and Bond Pricing.
Introduced new corporate and product collateral to reflect results of re-branding exercise.
United global branches by standardising corporate procedures: sales training, global Sales & Marketing
meetings and regular reporting, managed in Goldmine database.
Improved standard of responses to RFI/P‟s by creating an authorised response process. Contributed to
and managed response process.
Improved perception in marketplace by overhauling existing website (including creating Japanese section)
with particular focus on search engine optimization, providing access to electronic collateral, and the
capture of visitor information.
Increased awareness through identifying and managing global PR programme executed by Cognito that
resulted in regular coverage in trade press and invitations to speak at events.
Expanded sales outreach by developing strong partner relationships with providers such as Sun
Microsystems (resulting in a joint funding programme with Sun Microsystems and prospective Iris
customers), BEA Systems and Oracle, and industry consultants such as Lepus and Times 10.
Management of partner relations and joint marketing.

Rebecca Bond
Email: beccibond@hotmail.com Tel: +44 (0)1763 246556
 Promoted offering and generated leads through programme of high-profile, targeted events (e.g. SIA,
Securities World, SIBOS, FOW Derivatives, and Wall Street on Java) monitoring cost-justification and
effectiveness.
Selected and project-managed the implementation of a global sales and marketing database management
system (GoldMine) to create a real-time, global sales tracking system. Used to produce and distribute
electronic newsletters and for regular direct mailings.

Global Head of Marketing and European Sales Executive

Intuitive Products International
A boutique consulting company
providing back office technology
services to financial institutions.
www.ipicorp.com
London, New York
1995 – 2000
After 5 years of successfully promoting IMAGE-GEN with Lombard and
Open Image I joined IPI to expand its operations throughout North
America and Europe, with the aim to open a London office within 2 years.
Both of these targets were achieved.
This was a unique role that came with both Sales AND Marketing
responsibilities.

Contributed to CEO and Head of Consulting Services‟ company business plan and produced 2-year Sales
& Marketing plan, with associated budget, with focus on increasing awareness of IPI in North America and
European financial centers.
Brought together disparate team of employees operating as on-site consultants, by establishing and
managing a Manhattan office in the Helmsley Building, and creating a social environment that greatly
improved communication and business intelligence.
Created awareness of IPI and Scrittura through direct mail campaigns, white papers, editorial and events
(on relatively small budget). Developed the website and associated collateral.
Operated as part of, and supported, the global sales team by providing product/ business intelligence,
specifying requirements, configuring applications to reflect prospects‟ requirements and giving product
demonstrating and presentations.
Actively took part in sales and marketing worldwide, including presenting at exhibitions, speaking at
seminars (International Banking Association – NY, 1998) and demonstrating to prospects.
Improved perception in marketplace by generating press coverage through in-house PR activity: writing and
placing articles, briefing press and contributing to editorial.
Coordinated global sales operations by implementing ACT sales management tool.
Instigated co-marketing and co-development projects with major trading software suppliers (e.g. Infinity,
Imagine and Renaissance).

Member of senior management team and Special Matter

Lombard Risk provides trading
systems, risk management and
regulatory software and
independent valuation services
to the financial industry.
www.lombardrisk.com
London, New York
1993 – 1995
Expert
In 1993 Lombard Risk bought the sole sales and marketing rights to
IMAGE-GEN from Open Image Systems (OIS - see below) to integrate with
their OBERON risk management software.
OIS became Lombard Document Systems (LDS), part of the Lombard
Risk Group managed by John Wisby, CEO.
In December 2000 LDS, renamed as IDOX, floated on the Alternative
Investment Market.

Facilitated the integration of IMAGE-GEN and OBERON by working with Lombard‟s development team
resulting in a combined solution that provided traders with immediate access to deal and counterparty
data/documentation whilst negotiating deals.
Developed and executed marketing plan to promote the solution(s) globally from London, New York and
Singapore offices.

Rebecca Bond
Email: beccibond@hotmail.com Tel: +44 (0)1763 246556
 Operated as Special Matter Expert and developed new sales team in above locations. Trained
salespeople, designed and gave product demonstrations during sales cycle, tailored product application
to meet client‟s requirements, created RFP process.
Expanded existing implementations through effective account management.
Actively promoted IMAGE-GEN by presenting at seminars, writing articles and white papers and
developing sales messaging for specific target audiences (e.g. local councils).
Enabled implementation and support from USA by appointing local partners with experience in financial
services technology (Intuitive Products International – see above)
Relocated to Manhattan during 1994/5 to promote and sell IMAGE-GEN in North America, meeting
st
1 year’s sales target of $1m.

Shareholder and Operations Manager

Open Image Systems are the original designers and authors of IMAGE-
GEN, a Sybase document management system, tailored to meet the
Open Image Systems requirements of the trading environment.
www.idoxplc.com
Kingston upon Thames
In 1990 I, as one of a 5-stong team of professionals, identified a business
requirement for small-format document capture; the pre-cursor to “the
1990 - 1993 paperless office”.

Open Image Systems was created and became highly successful in providing DMS to the top banks in the
City. The first client was Morgan Stanley, whose office in St Mary‟s Axe was destroyed in 1992 by terrorist
activity. IMAGE-GEN enabled them to have access to counterparty and trade support documents from
Canary Wharf within 24 hours and resume trading.
This was a unique experience that called upon all the team‟s skills and knowledge to set up and build a
company that employed up to 25 people and competed with the likes of Kodak and Documentum - giants in
the DMS industry.
After 3 years of successfully developing and selling IMAGE-GEN, Open Image Systems sold the sales and
marketing rights to Lombard Risk Group and as a member of the senior management I joined Lombard.

CONTACT DETAILS
Address "The Walled House"
1 Playle's Yard
Bassingbourn
Herts
SG8 5XW, UK
Personal Email beccibond@hotmail.com
Home Tel No +44 (0)1763 246 556
Mobile +44 (0)7733 768 053
LinkedIn profile http://www.linkedin.com/profile/view?id=1601125&trk=tab_pro

Good knowledge of the following systems: Salesforce.com, ExactTarget, SAP, Eloqua, Gorkana, SharePoint
and Enecto (as well as usual office suite software).

PERSONAL DETAILS
Interests Fund raiser for Mercy Ships / originator of Togo Teddy Bear campaign; Guide
Dogs for Blind and Operation Smile
Photographic assistant specialising in weddings
Hobbies include: dogs, yoga/meditation, films and being sociable

Rebecca Bond
Email: beccibond@hotmail.com Tel: +44 (0)1763 246556