It all started with the financial crisis of 2008. Everyone across the country was impacted, and many Americans no longer fit with megabanks and the limited options they offered. People needed a different kind of banking service.
While the economy has bounced back since then, regional banks, community banks, and credit unions have been growing; and they’ve become well-equipped to serve consumers in a wide range of financial situations. This got us thinking.
In 2014, the demand for better banking solutions was still going strong, and community financial institutions (CFIs) still needed to reach a wider audience. It was time to create accessible digital marketing that connects consumers to the CFIs that can work with them like humans. That’s why we created Bundlefi.
It takes major funds to advertise a business—banks included—and with megabanks’ massive marketing budgets it’s nearly impossible to get a word in edgewise. And yet, CFIs offer a lot of the same perks such as mobile banking, credit cards and ATMs. Plus, all this comes with the flexible services that the big banks just can’t offer.
With Bundlefi, we want to make some room in the marketplace and give CFI’s a channel that makes their offerings heard, loud and clear.
What’s more, we want to simplify the search for a great CFI that’s right for you and benefits your community. At Bundlefi, we believe banking should be more than just selling products, it should create long-lasting business relationships between people and their financial institutions.
Bundlefi is the brainchild of Greg Pellitteri. With over 18 years of experience in both large and boutique financial institutions, Greg has a wealth of knowledge in retail banking, customer acquisitions and relationship management.
His focus was on commercial deposit and lending deals of $1mm-$50mm domestically and internationally. Greg is also a proven leader with a track record of creating positive work environments and motivating his teams. He has worked at JP Morgan Chase, State Bank of Long Island and most recently was Vice President of Business Development at Sterling National Bank.
Michael began his career more than 20 years ago, at a boutique private wealth management firm, where he quickly became the youngest vice president in the company’s history.
Additionally, he oversaw the Long Island region for the brokerage arm of a major international financial firm. In 2003, his entrepreneurial spirit took over and he formed his own company, PNI Capital Partners, where he currently serves as Chief Executive Officer. At Bundlefi, he’s building the sales teams from the ground up.
Before joining Bundlefi, Anthony served as principal and director for Deloitte Consulting. Anthony has over 25 years of technology experience with internet & security, ERP, and complex global implementation projects. He’s also been involved in developing lines-of-business, including business development, revenue generation and technology services & tools.
While at the State University of New York at Brockport, Rob worked as a technical writer at Moore Business Forms.
After graduating, he continued as a technical writer for both Bosch Security Systems and Xerox Corp. until he was given the opportunity to change careers and become a web developer. In 2005 he joined a start-up called CUnet, eventually becoming a project manager and later a product manager. In late 2009, Rob co-founded Appsalon, LLC offering online marketing services to private schools. Since 2013, Rob has continued to work in IT as a web technology consultant. At Bundlefi, he's the "man behind the machine."