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.
Banks face mounting pressure to move faster and operate smarter. Real‑time payments are now table stakes, and AI has become a board‑level priority. Yet many initiatives stall for the same reason: institutions are not architected for an always‑on, data‑driven operating model.
This session examines why AI and real‑time payment efforts fail—not because of the technology itself, but because foundational gaps in data, integration, infrastructure resilience, and risk controls undermine scale and trust. Drawing on readiness frameworks and benchmark research, we will highlight where banks overestimate their preparedness and where hidden bottlenecks threaten performance, security, and customer confidence.
Attendees will learn what separates institutions that are merely connected to real‑time rails or piloting AI from those truly ready to deliver real‑time intelligence at scale—and what must be addressed first to close the readiness gap.