Industry Strategist - Financial Services
CDW
At a Fortune 500 insurance and financial services company, Doug led technology strategy for a major distribution business unit supporting tens of thousands of licensed agents and financial advisers. He drove double-digit revenue growth through digital transformation initiatives, cloud modernization, and enhanced data-driven engagement capabilities.
As Managing Director at a leading financial technology provider, he oversaw fraud and AML solutions serving more than 500 financial institutions while directing digital architecture teams supporting over 1,200 banks and credit unions. He designed and delivered a market-leading treasury management platform that surpassed first-year adoption expectations by more than six times.
At a top-four U.S. bank, Doug led agile development of enterprise risk reporting and analytics platforms focused on global regulatory compliance. He scaled team funding and delivery capacity significantly by successfully modernizing critical regulatory technology solutions under accelerated timelines.
Doug brings more than 30 years of financial services technology experience spanning digital architecture, treasury solutions, risk, fraud, and regulatory compliance. As an Industry Strategist, he shapes modernization strategies across banking, credit unions, and wealth management. His background includes leading architecture for financial institutions, directing financial crimes programs, and helping fintech startups scale. He holds AWS, Microsoft, and ITIL certifications and specializes in cloud, data, AI-driven fraud, and security innovation.
Every bank in America is being told the same thing: adopt AI or get left behind. Boards are asking about it. Vendors are selling it. Regulators are watching it. But here’s what almost no one is talking about—the majority of bank AI initiatives are stalling not because of the technology, but because the data underneath isn’t ready to support it.
This session tackles the uncomfortable truth that most financial institutions face an AI readiness gap—a structural disconnect between their AI ambitions and the state of their data. Banks sit on decades of extraordinarily valuable information: loan officer notes, call recordings, transaction patterns, compliance documentation, and customer interaction histories. Digital channels are generating even more of it every day—mobile session data, chatbot transcripts, onboarding drop-off patterns, and real-time behavioral signals. Fintechs don’t have the institutional depth. Big Tech doesn’t have the regulatory context. But most banks can’t use their own data either, because it’s siloed, ungoverned, and locked in formats that modern AI tools can’t consume.
We will share a practical framework for diagnosing and closing the AI readiness gap. This is not another session about what AI can do. This is the session about what your institution needs to build first.