Biography
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.
Latest insights
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8 October 2018
We’ve now got a little bit of distance from Finovate, held in New York on September 24-25. Others have written about the many individual companie… -
21 May 2018
Banks are saying the right things on digital, but aren't yet executing it really well. Our eighth digital panel revisits our inaugural effort, ex… -
15 May 2018
Winners at Finovate Spring have been announced. What, though, were the key themes that emerged across 54 company presentations? We’ve distilled t… -
24 April 2018
Celent recognizes MoneyLion as the 2018 Model Bank: Financial Wellness for their Nonbank Mobile Platform Using State of the Art Techniques to Hel…
Related events
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19 November 2018 08:30 - 12:00 AST (07:30 EST, 12:30 GMT, 13:30 CET)
120 Bremner, Suite 800, Toronto M57 0A8, CanadaOverview Join us for this exclusive, invitation-only event.Senior executives from leading financial institutions will discuss the emerging impact… -
2 November 2018
1:30 p.m. – 4:30 p.m. ｜9 - 7 - 1 Akasaka, Minato, Tokyo Midtown Tower 16th Floor, MMC Tokyo MidtownOverview Celent is pleased to hold our next installment of the Celent’s Roundtable Series in Tokyo on November 2, 2018. This exclusive, invitatio… -
29 - 30 October 2018
Hong KongFinovateAsia is returning to Hong Kong! Join us and Celent Analyst, Dan Latimore, for two days of wall-to-wall fintech activity, featuring Finova… -
22 - 25 October 2018
Sydney, AustraliaSibos brings financial leaders together to network, collaborate and find solutions to industry challenges. The theme for 2018 is “Enabling the di…
Related news
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30 October 2018
It’s conference and presentation season again, so I’ve been on the road speaking to a lot of clients and industry players (banks and service prov… -
28 September 2018
Many of you know that I’m a cheap New Englander. I buy my cars used, then drive them into the ground. We had an understanding with our trusted me… -
23 July 2018
As Celent analysts meet to discuss what we’re hearing from clients, one theme percolating for a couple of years has recently come to a boil: cust… -
31 May 2018
We’re in full swing for conference season. We hosted our own Innovation & Insight Day last month in Boston, and recognized 25 winners for their i…