I leverage my 20+ years of experience to help fintechs and financial institutions make practical decisions about financial technology. I have a proven track record of delivering unbiased and insightful research and advice on trends, competitors, and market sizes in the global financial services industry. Technology is a means to a strategic end; investment in the next new thing without a clear definition of the problem being solved dooms a project.
As a speaker and facilitator at various industry events I focus on the technologies that make a difference and, more importantly, how they make that difference. Generative AI, cloud, and data top the list at year-end 2023. I bring a new perspective to executives immersed in executing their critical tasks, with a blend of expertise in financial technology, strategy, innovation, and behavioral economics. Passionate about creating value for my clients and partners, I work collaboratively to craft practical and implementable solutions.
I’ve worked with and consulted to financial institutions my entire career, from investment banking in New York, Tokyo, and London, to consulting at McKinsey & Co. in Boston, running M&A deals for Liberty Mutual, and leading thought leadership teams at IBM and Deloitte. Most recently I served as Chief Research Officer at Celent, a financial technology research firm.
With over 20 years of experience , designing , building and implementing end-to-end digital banking solutions for hundreds of banks and credit unions, I held executive positions in leading FinTechs , like Finastra and Fiserv, bringing to market platform modernization capabilities in Core Banking, Digital Banking (online / Mobile), Cloud modernization, process automation , ML/AI, Generative AI, payments and lending.
I drive end-end digital banking transformation, from ideation, technology selection, proof-of-concept development, solution design, banking ecosystem integration planning and go-to-market launch.
I ensure that the bank’s digital transformation will provide the expected results, with high customer / members impact, up-lift the FS technology capabilities, and kept on-budget and time.
As an established leader, industry thought leader and keynote speaker, I’m at the forefront of technological innovation, specializing in visioning and developing cutting-edge emerging Digital Transformation channels.
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