Fractional CMO · Financial Services
Lucid vision. Enduring Impact.
Leveraging 20+ years of GTM leadership at Wall Street powerhouses, Ishi Puri delivers fractional CMO leadership to financial firms ready to execute with clarity and measurable growth.
About Lucid Impact
A seasoned Chief Marketing Officer, on a fractional and flexible basis.
Ishi brings over 20 years of progressive leadership in strategy, branding, and communications at top firms like Bank of America, Merrill Lynch, and Charles Schwab.
She has worked alongside industry leaders, internal teams, and external partners to turn bold visions into tangible success. Now, she's bringing her expertise to innovative firms looking to challenge the status quo.
Ishi founded Lucid Impact to provide financial firms with a seasoned Chief Marketing Officer and access to subject matter experts on a fractional, flexible basis.
Work & Impact
Results measured in numbers and lasting relationships.
25+
Products & integrations
Launched and managed 25+ financial products and four historic marketing integrations.
$3T+
AUM marketing leadership
Directed integrated strategies for Bank of America and Charles Schwab's premier wealth segments.
$500M+
Affluent Segment Growth
Designed and executed omnichannel programs generating $500M+ in annual NNA from 2019 to 2022.
$440B
Advisory relaunch
Rebranded and launched Schwab Wealth Advisory to accelerate acquisitions and deepen client relationships.
20M
Financial Planning
Launched Bank of America Merrill Lynch's flagship report on financial planning that drove record impressions and conversions.
65%
Lead generation
Support national sales team, launched advisory programs to enhance conversions, and reduce attrition by 65%.
Institutions Served
Mission
To understand financial customers and businesses better than anyone else. The sharper our insights, the greater our impact.
Marketing for enduring growth
A strategic function, not a quick-fix hack.
As a dedicated partner, Ishi immerses herself in understanding the firm's vision and challenges. She leads strategic marketing and collaborates with internal teams and external experts to drive growth.
With marketing expertly managed, founders can focus their energy on product, operations and sales to improve efficiency and fuel meaningful growth.
Approach
Three movements, one direction.
Revving the Discovery Wheel
Gaining a clear understanding of customer pain points, evaluating the current strategy, and aligning leadership are the crucial first steps to ensuring success.
Building Momentum
Directing marketing excellence through flawless, swift execution, where even the smallest details are meticulously crafted.
Ascending Greater Heights
While achieving immediate goals is essential, the real prize lies in nurturing the firm's long-term vision and its sustained growth.
Services
A range of services to choose from.
Research
- Audience analysis
- Competitive review
- Surveys & focus groups
- Analysis of results
- Implementation
- Vendor management
Strategy & Planning
- Strategy review
- Leadership alignment
- Market assessment
- Customer lifecycles & segmentation
- Integrated & GTM plans
- Product & digital strategy
- Events & sales enablement
- KPI management
Branding
- Vision & personas
- Voice & positioning
- Value proposition
- Brand guidelines
- Messages
- Multi-channel implementation
- Testing & brand updates
Communications
- Communication & content strategy
- User experiences & websites
- Pitch decks & RFPs
- Thought leadership
- Email marketing
- Webinars & podcasts
- Print production
Key agency & research collaborations
Testimonials
In their words.
“Ishi is fearless and relentless in the pursuit of quality work and results.”
“She'll challenge, listen, collaborate, and ultimately bring out the best in those around her.”
“A knowledgeable and experienced marketing leader who knows what it takes to execute flawlessly.”
“When given a challenge, Ishi really enjoys digging in and figuring out how to solve from multiple angles.”
“Anyone who adds Ishi to their organization is getting a top-shelf talent.”
Inspiration
Curiosity, inspiration, and bold execution.
Ishi sees strong parallels between her passion for travel and business success both fueled by curiosity and a willingness to venture off the beaten path. In life and work, she is guided by a few timeless words of wisdom:
Going deep
“If I had an hour to solve a problem, I'd spend 55 minutes thinking about the problem and five minutes thinking about solutions.”
— Albert Einstein
Customer obsession
“You've got to start with the customer experience and work backward to the technology.”
— Steve Jobs
Collaboration
“If you want to go fast, go alone. If you want to go far, go together.”
— Nelson Mandela
Simplicity
“If you can't explain it simply, you don't understand it well enough.”
— Albert Einstein
Strengths
- Strategic ideation
- Structured problem solving
- Focused execution
- Effective communication
Recognitions
- Key Contributor Award, Charles Schwab
- Spirit Medallion, Bank of America
- Midas Award, Bank of America
Education
- MBA in Marketing, Temple University, Philadelphia
- BA and MA in Economics, India
