Dan Welbaum Email & Phone Number

DL Welbaum & AssociatesBusiness Overview and Value PropositionDL Welbaum & Associates is an agile, experienced, and results-focused consulting practice that specializes in enhancing the marketability of financial-services technology. We create and execute successful sales and marketing strategies and processes that help our clients:• Profitably launch technology solutions• Gain new clients• Achieve market leadership• Increase company value• Position their businesses for profitable acquisition.Our four decades of success include:• Launching the industry’s first “programmer-less” mid-range core-bank processing system. Originally developed as the “Kencom” system for The Kirchman Corporation later becoming Dimension 3000, the business was later sold to Metavante (which was then acquired by FIS).• Bringing to market the first-ever high volume, high speed check-image bank-statement solution. Originally developed by the banking group of Cincinnati Bell Information Systems (CBIS) in Maitland, FL, it was later acquired by Fiserv.• Introducing the world’s first remote-meeting solution for DataBeam and Future Labs. DataBeam was acquired by Lotus Development Corp.—which was acquired by IBM, and then sold to HCL Technologies Limited. Future Labs was later reborn as WebEx—which was acquired by Cisco.• Launching the industry’s first 32-bit, Windows-based mortgage-loan origination system for Florida Informanagement Services, which led to its acquisition by Fiserv.• Enabling Mortgagebot to achieve market dominance with its innovative online mortgage-application solution, growing from 400 to over 1,100 clients in four years—culminating in the its sale to D+H (later acquired by Vista Equity Partners and then merged into Misys to form Finastra).• Helping EnableSoft to significantly expand the banking client base for Foxtrot, its powerful robotic process automation (RPA) solution—the company was recently acquired by Nintex.

Listed skills include Executive Management, Business Development, Start Ups, Financial Services, and 45 others.

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  Northern Illinois University