With a wide range of experience in industry and as a consultant, Dan brings examples from outside financial services to help banks improve their customer relationships, with a particular emphasis on the importance of technology and culture.
Dan's coverage areas include digital and omnichannel banking, innovation, artificial intelligence, and the banking ecosystem. He has a passionate interest in behavioral economics, exploring why consumers and humans make the decisions they make, and what the implications are for banks.
Dan has been widely quoted in the press, including the Wall Street Journal, American Banker, Boston Globe, CNBC, and CNBC Europe. He is also a frequent speaker at industry conferences and client gatherings, having addressed audiences ranging from intimate meetings with CEOs and central banks to keynote conference speeches in more than a dozen countries.
Prior to Celent, Dan led research groups at Deloitte and IBM, worked in industry at Merrill Lynch (where he lived in New York, Tokyo and London) and Liberty Mutual, and was a consultant at McKinsey & Co.
Dan received a Masters in Public Administration from the John F. Kennedy School of Government at Harvard, and an undergraduate degree in Philosophy from Dartmouth College. He holds the Chartered Financial Analyst designation from the CFA Institute and sits on the Boston Fed's Consumer Payments Research Center Advisory Board.
July 24 2017PFM has been a digital banking buzzword for some time, but existing industry initiatives haven't been widely adopted. A fresh perspective on PFM,…
July 12 2017Artificial Intelligence in Banking today is more smoke than fire. AI is a broad umbrella under which exist a myriad of technologies and applicati…
June 14 2017Celent has released a new Flash Insight report titled PFM Is Dead, Long Live PFE. The report was written by Dan Latimore, Senior Vice President o…
April 05 2017
Winner of Celent Model Bank of the Year, 2017, is CaixaBank from Spain. It has embraced customer-centricity for years and today is focused on usi…
12 - 14 September 2017
New York, United StatesFinovate returns to NYC September 11-September 14 with an expanded FinovateFall! The first two days will follow Finovate’s signature format of fa…
16 - 19 October 2017
Toronto, CanadaFor nearly 40 years, Sibos has brought financial leaders together to network, collaborate and make sense of changes in the industry. The Sibos co…
22 - 25 October 2017
Las Vegas, United StatesMoney20/20 is the world’s largest marketplace for ideas, connections and deals in Payments and Financial Services. It’s where leaders – represent…