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Dan Dougherty
Doing for consumer banking what Lyft, Airbnb and Amazon have done for their industries by delighting the end-user.
Dan Dougherty is a professional with a strong focus on helping financial institutions achieve better business outcomes by optimizing data and technology.
With a background in Business and Government studies from Skidmore College and Vermont Academy, Dan has honed his skills to drive growth and reduce risk for startups and multinationals.
Currently serving as an Enterprise Growth Executive at MX, Dan's expertise lies in consulting and connecting technology to transform data into tangible business results.
Throughout his career, Dan has held key positions such as Senior Enterprise Account Executive at Onfido, Founder - Growth Leader at Keynectup, General Manager USA at Team App, and Chief Executive Officer at Path To Value Advisors.
His professional journey also includes roles as Sales Director at Socialware, BPO Vice President - Analytics at Genpact, Global Sales Manager at eCredit at Cortera, Inc., and Senior District Consultant at Dun & Bradstreet.
Dan Dougherty is committed to empowering the financial sector to deliver optimal services for their clients, ultimately contributing to a financially strong global community.
Highlights
Listen in to this Financial Wellness journey. Asking and listening to customers - check. Planning, building, and iterating to fit into a core technical platform - check. Lifting the financial wellness of a significant cohort of customers - check. And proving that lifting financial wellness raises DEPOSITS - check, check, check. To all my Friends looking to RAISE deposits, you will love this story and the positive outcomes. Send me a message if you want to riff on how to bring this goodness to your community.
The plans are finalized for our next Friends for Financial Wellness gathering. If you have not done so and can join us - please register here: https://lnkd.in/dqf5nuTY
Friday, November 10, 2023 Hosted by Desiree Wolf with assistance from Debi Barrett at the corporate offices of Hudson Valley Credit Union. 137 Boardman Road, Poughkeepsie, NY 12603
Part 1 - Round Table Meeting Meeting Agenda (10:00 AM - 2:00 PM)
- Meet and greet networking hosted by Desiree Wolf, Chief Experience Officer @ Hudson Valley Credit Union.
- Formal introductions of our first-time guests led by Dan Dougherty, Engagement and Growth Executive @ Personetics.
- Fintech Update presented by Colton Pond, CMO @ LoanPro
- Mastermind Presentation - Leveraging data and a 'test-and-learn' learning system to create customer personalization and competitive differentiation - Dan Mercurio, CRO @ Nomis Solutions
- Networking Lunch sponsored by Hudson Valley Credit Union.
- A Member led discussion on the status and learnings from an inflight community bank core conversion (Jack Henry to Thought Machine) with Raphael Reznek, CIO, Samantha Pause CMO, and Clay Adams, CEO @ Mascoma Bank
Part 2 - Networking Fun (3:00 PM - 5:00) An afternoon hike for those seeking fresh air will take place on the trails at the US National Park - Home of Franklin D Roosevelt, Hyde Park, NY. Indoor tours of FDR's childhood home and Presidential Library are an option too. Part 3 - Networking Dinner (6:00 PM) Kips Tavern, Rhinecliff, NY - Hosted by our friend Dan Mercurio Nomis Solutions Please share this with peers that you think would appreciate learning more about participating with us.
