"Revenue growth is my passion."

A senior level strategist, innovator and change agent, Dave has deep experience in customer intelligence and business intelligence strategy, with over 25 years of Financial Services management and Consulting experience in North America, South America, Middle East, Japan and UK. He has worked as a Consulting SME with IBM, Teradata and PwC (Coopers) and has run an independent practice for over 15 years.

Dave is one of the world's most experienced and widely recognized subject matter experts in the field of Customer Profitability measurement and management, having helped Banking, Brokerage, Insurance and other companies around the world define and implement their strategies and solutions for assessing and managing customer value.

Based in Toronto Canada, Dave lives with his wife Karen, two cats and two goldfish :)


---- Practice specialties ----
Customer profitability metrics | Customer behaviour analytics |
Performance management metrics | Application and data architecture and strategy

David also created and patented the customer flow of funds concept and method for analyzing and measuring changes in customer behaviour in banks and other complex businesses.This method has been commercialized as the FlowTracker software solution for banks.

---- Industries ----
Banking | Insurance | Brokerage | Telecommunications | Rail passenger transport | Air loyalty | Energy Appliances | Casino Gaming | Consumer Packaged Goods | Retail

---- Functions ----
Strategy | Marketing | Finance | Information technology | Analytics | Metrics | Organization design

---- Domains ----
Customer Profitability Value | Customer Loyalty | Customer Retention | Business Requirements definition and analysis | System design | Data architecture

Specialties: Expert knowledge of Customer Profitability measurement and management practices, including technology and business requirements.

Expert knowledge of customer analytics, enterprise information management, application requirements

Deep industry knowledge across all pillars of Financial Services Sector.

Inventor and designer of FlowTracker customer account flow of funds analysis method software.

Chartered Accountant
IBM Worldwide Consulting Capability Center Certified Expert Level (SME) in Consulting Competency with specializations in Banking, Strategy - Business Analytics and Optimization