VP Corporate Development
Personetics
Dan is a senior financial services and fintech leader with deep experience defining and executing technology strategy to drive large-scale digital, regulatory, data, and agile transformations. He has built and scaled data engineering, analytics, software, and platform organizations to turn complex data into business value and differentiated customer experiences. As VP of Corporate Development at Personetics, Dan builds strategic partnerships that accelerate innovation and distribute AI-driven personalization through digital banking platforms, advancing Personetics’ mission to democratize financial wellness and advice while driving primacy, balances, and lower servicing costs for banks.
With the emergence of budgeting and saving-focused fintechs, traditional banks face a critical challenge in digital banking: how do you provide clients with real-time, helpful and actionable insights that can deepen relationships while preserving the client trust that sets you apart? In this session, leaders from KeyBank and Personetics will share how KeyBank is transforming its digital banking experience by balancing innovation, client preferences, and measurable business outcomes.
This discussion will cover how KeyBank differentiated mobile and desktop experiences to better serve distinct client segments, how rigorous employee pilots and rapid iteration cycles are enabling confident, agile execution at scale, and how banker-facing intelligence is surfacing the right insights at the right moment to deepen client relationships and help clients move forward on their financial journeys. Attendees will also get a look at how KeyBank is positioning itself against fintech competitors while leveraging trusted, personalized digital experiences to strengthen client relationships and drive long-term growth.