{"id":303,"date":"2023-07-27T15:19:01","date_gmt":"2023-07-27T15:19:01","guid":{"rendered":"https:\/\/rql.mlk.mybluehost.me\/xperisource\/?page_id=303"},"modified":"2026-10-12T22:35:55","modified_gmt":"2026-10-12T22:35:55","slug":"service","status":"publish","type":"page","link":"https:\/\/xperisource.com\/excelsior\/?page_id=303","title":{"rendered":"Services"},"content":{"rendered":"

Four Disciplines. One Business Strategy.<\/h2>\n
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Start With the Business Problem.<\/h3>\n

XperiSource helps financial-services and complex businesses create demand, strengthen operations, manage risk, and use technology, automation and AI to improve performance. Our four partner-led disciplines can be engaged independently or combined around a broader transformation.<\/p>\n

GROW<\/strong> creates opportunity. BUILD<\/strong> creates operating capability. PROTECT<\/strong> creates control and resilience. TRANSFORM<\/strong> uses technology, data and automation to make the business better.<\/p>\n

Together, they create the conditions to SCALE.<\/p>\n<\/section>\n

Our Four Disciplines<\/h2>\n
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GROW<\/h2>\n

Strategic Marketing & Growth<\/h3>\n

Mike Trainor<\/strong><\/p>\n

Create the opportunity.<\/p>\n<\/div>\n

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BUILD<\/h2>\n

Executive Advisory & Operations<\/h3>\n

Louis Ochoa<\/strong><\/p>\n

Build the business.<\/p>\n<\/div>\n

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PROTECT<\/h2>\n

Risk, Compliance & Governance<\/h3>\n

Robert J. Caracciola, J.D.<\/strong><\/p>\n

Protect the business.<\/p>\n<\/div>\n

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TRANSFORM<\/h2>\n

Technology, Automation & AI<\/h3>\n

Rick Haskell<\/strong><\/p>\n

Transform the business.<\/p>\n<\/div>\n<\/div>\n

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GROW | Strategic Marketing & Growth<\/h2>\n

Led by Mike Trainor, Partner | Strategic Marketing & Growth<\/strong><\/p>\n

GROW helps companies create qualified demand and connect marketing activity to measurable business outcomes. The practice combines executive-level marketing strategy with practical demand generation, channel development, sales enablement and performance measurement.<\/p>\n

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  • Fractional CMO and strategic marketing leadership<\/li>\n
  • Account-based marketing and demand generation<\/li>\n
  • Customer acquisition and lead-generation strategy<\/li>\n
  • Brand positioning, messaging and market development<\/li>\n
  • Dealer, lender and strategic channel development<\/li>\n
  • Content, thought leadership and executive communications<\/li>\n
  • Sales enablement and funnel optimization<\/li>\n
  • Digital campaigns, geofencing and targeted acquisition programs<\/li>\n
  • CRM, MarTech, marketing automation and data strategy<\/li>\n
  • Conversion analysis, attribution and performance measurement<\/li>\n<\/ul>\n

    The objective: create opportunity the organization can actually convert and support.<\/p>\n<\/section>\n

     <\/p>\n

    BUILD | Executive Advisory & Operations<\/h2>\n

    Led by Louis Ochoa, Managing Partner | Executive Advisory & Operations<\/strong><\/p>\n

    BUILD focuses on execution. XperiSource works with leadership teams to design, repair and scale the operating infrastructure required to turn strategy into consistent performance.<\/p>\n