Madi McClifty

Madi McClifty – Loyalty Manager

As Loyalty Manager at Invest Blue, Madi brings several years of experience in marketing within the financial services industry, with a particular passion for client retention and creating exceptional, client-first experiences.

In her role, Madi leads strategies designed to strengthen loyalty, boost engagement, and foster long-term relationships with our clients. She sees every retention challenge as an opportunity — to reconnect, improve, and ultimately turn satisfied clients into passionate advocates.

Using a blend of data insights and real client feedback, Madi helps identify key opportunities to enhance the client journey and ensure we continue to deliver consistent, meaningful experiences at every stage.

Madi is passionate about building genuine relationships and making sure our clients feel heard, valued, and supported throughout their journey with us.

Outside of work, you’ll likely find Madi buried in a Pinterest board or scrolling realestate.com, dreaming up the perfect design for her future home.