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

  • 6 October 2019
    Application Programming Interfaces (APIs) have become a staple of discussion regarding emerging financial services technologies, and yet many in…
  • 6 October 2019
    Last week I attended Finovate Fall 2019 with a couple colleagues of mine in New York.For those who’ve never been, Finovate hosts five events (Sp…
  • 19 September 2019
    The traditional vertically integrated business model of banking faces significant profitability pressures, driven largely by low margins and dec…
  • 4 September 2019
    Jack Henry & Associates’ (JHA) acquisition of Geezeo, a provider of financial management solutions for consumers and businesses, is emblematic o…
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Related events

  • 23 - 25 September 2019
    United States
    FinovateFall is returning to Times Square! Join us in New York City September 23-25, for a showcase of fintech solutions, insights that deliver…
  • 25 July 2019
    Webinar: 7:00 AM San Francisco | 10:00 AM New York | 3:00 PM London, United States
    How can a bank position itself to be at the center of customer engagement and avoid being squeezed out by nimble incumbents, digital giants, and…
  • 17 July 2019
    Build the Bank Platform of the Future: Omnichannel & the Role of Open Banking New business models are emerging in banking, and these are underpi…
  • 19 - 21 June 2019
    Austin, TX, United States
    Stephen Greer and Bob Meara will be a session speakers at this year's Digital Banking conference in Austin, TX. Digital Banking is the leading a…
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Related news

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