Daniel W. Latimore, SVP Research & Head of Wealth Management
Biography
Daniel W. Latimore, CFA, is Celent’s Chief Research Officer, based in the firm's Boston office. As CRO he develops analyst research methodologies and coordinates topic selection across the firm. In addition to his role as CRO, Mr. Latimore is also a member of the Retail Banking team. His banking areas of focus include the banking ecosystem, digital banking and emerging technologies, and innovation. Underlying each is a keen interest in consumer behavior and technology-enabled strategy. Mr. Latimore has been widely quoted in the press, including the Wall Street Journal, American Banker, Boston Globe, CNBC, and CNBC Europe. He is a frequent speaker at industry conferences and client gatherings, having addressed audiences ranging from intimate meetings of CEOs and central banks to conference keynotes in more than a dozen countries. He led research groups at Deloitte and IBM, worked in industry Liberty Mutual and Merrill Lynch (where he lived in New York, Tokyo and London), and was a consultant at McKinsey & Co.
He received a Masters in Public Administration from the John F. Kennedy School of Government at Harvard, and an undergraduate degree from Dartmouth College. He holds the Chartered Financial Analyst designation from the CFA institute.
Latest insights
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10 March 2021
COVID-19 prompted a surge of contact center activity at banks around the world. To help answer common customer questions and deflect inquiries f… -
10 March 2021
The promise of delivering Americans low-cost and attractive banking services using an efficient, state-of-the-art tech stack has been an allurin… -
20 November 2020
Risk management has a crucial role to play in keeping financial institutions on an even keel during these turbulent times. This session focuses… -
11 October 2020
This session will cover the many ways in which capital market participants are leveraging the cloud as part of their holistic infrastructure. We…
Related events
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10 - 13 May 2021
United StatesJoin Celent's Chief Research Officer, Dan Latimore, for two special sessions during the online event: 9:35 am CT on May 10: How Can Traditiona… -
3 March 2021 11:00 - 12:00 EST (16:00 GMT, 17:00 CET)
United StatesThe past year has been a challenging yet an interesting one for the banking industry. While economies across the globe have been in recession wi… -
7 - 9 December 2020
Austin Convention Center, United StatesIt’s become clear that banks’ survival depends on making smart technology choices, not just in the apps, sites, bots and Skills they present to… -
23 - 24 November 2020
United StatesDISCOVER TOMORROW’S SOLUTIONS TO TODAY’S CHALLENGES In response to COVID-19 and the unpredictability of travel plans for the short term, Finovat…
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3 July 2019
Banking in 5G: Why Financial Marketers Should Care (Now) The Financial Brand, Bill Streeter, 03 July 2019 There are only so many “transformatio… -
7 June 2019
Where did JPMorgan Chase's Finn experiment go wrong? American Banker, Penny Crosman, Thursday, 06 June 2019 JPMorgan Chase's decision to shut do… -
30 April 2019
Model Bank 2019 Winners Revealed!On April 12, we hosted our 13th Annual Innovation & Insight Day in New York. At the event, we celebrated 23 ban… -
29 April 2019
Emily Steele, President of North America & Daniel Latimore, Celent, speak at The Temenos Community Forum 2019 in The Hague about the increase of…