Research & Advisory
New York, United States


Stephen focuses on retail banking trends, with an emphasis on fintech startups, emerging technology, and digital transformation. He has worked with some of the largest banks in the US and globe to influence digital strategies and identify opportunities in the space. Prior to his current home in New York, Stephen was based out of Madrid, concentrating on issues related to banking across Europe.

Stephen’s recent consulting work includes: market entry strategy for a global financial services vendor, market opportunity assessment for large tier 1, and digital transformation strategic assessment for large tier 1 bank.

Stephen has been a frequent speaker at large conferences such as CARTES Paris, American Banker’s Retail Banking Conference, and Cumbre Financiera Panama, as well as at industry roundtables and vendor events. He has been quoted in publications such as Forbes, The San Francisco Chronicle, American Banker, Banking Exchange, and others.

Stephen earned his degree from the University of California Los Angeles. He speaks English and Spanish.

Latest insights

  • 18 August 2020
    Public cloud adoption has been growing steadily in many industries. Financial institution (FI) cloud adoption has been slower, though, because t…
  • 21 July 2020
    The path to digitization can challenge financial institutions, especially community banks, in several ways. From the provider perspective, small…
  • 20 July 2020
    The initial shock and aftershocks of the pandemic will force financial institutions to rethink their long-term strategic IT spending priorities.…
  • 6 July 2020
    Craig Focardi and Stephen Greer sit down to discuss some of the potential opportunities for community banks coming out of the COVID-19 pandemic.…
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Related events

  • 29 September 2020 10:00 - 11:00 EDT (15:00 BST, 16:00 CEST)
    United States
    Cloud in 2020 continues to evolve at breakneck speed while making a steady and significant impact on financial services. Institutions are increa…
  • 12 October 2020
    United States
    Cloud Migration in Banking: Getting it Right! The path to cloud has many routes, with some starting slowly, while others enact sweeping cloud m…
  • 16 July 2020 10:00 - 11:00 EDT (15:00 BST, 16:00 CEST)
    United States
    BANK IT SPENDING DURING COVID-19: A SEISMIC SHIFT The initial shock and aftershocks of the pandemic will force financial institutions to rethink…
  • 4 March 2020
    United States
    Meet up with Arin Ray, Stephen Greer, and Patricia Hines at Finastra Universe New York. Now in its fifth year, the Finastra Universe conference…
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