Dave Mcnab Cpa, Ca Email and Phone Number
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Dave Mcnab Cpa, Ca personal email
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We are the Deposit Champions in Financial Services, leading the Industry with Active Deposit Management strategies and tactical tools. Money flows are the behavior we see when people make financial decisions to meet their changing needs. Decoding money in motion is what we do.... uniquely, with patented technology. That's what you need to price and market deposits intelligently.Dave is a senior strategist, innovator and change agent, Dave has deep experience in customer intelligence and business intelligence strategy, with over 35 years of Financial Services management and Consulting experience throughout North America, South America, the Middle East, Japan and the UK. Accredited as a CPA-CA and an IBM Certified Expert in both Financial Services and Strategy and Analytics domains, Dave has long been a student of the industry with a passion for innovation at the intersection of business and technology in the industry. Dave created and patented the customer flow of funds concept and method for analyzing and measuring changes in member behavior in Credit Unions, which he and his team have commercialized as the FlowTracker Deposit Analysis solution. ---- Practice specialties ----Deposit pricing and customer/ member behavior intelligenceCustomer profitability metrics | Customer-centric deposit analytics | Performance management metrics | Application and data architecture and strategy---- Industries ----Banking | Insurance | Brokerage | Telecommunications | Rail passenger transport | Air loyalty | Energy Appliances | Casino Gaming | Consumer Packaged Goods | Retail---- Functions ----Strategy | Marketing | Finance | Information technology | Analytics | Metrics | Organization design---- Domains ----Deposit Pricing | Customer Behavior | Customer Profitability/Value | Customer Loyalty | Customer Retention | Business Requirements definition and analysis | System design | Data architectureChartered AccountantIBM Worldwide Consulting Capability Center Certified Expert Level (SME) in Consulting Competency with specializations in Banking, Strategy - Business Analytics and Optimization
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Customer Success At Flowtracker AnalyticsFlowtracker Analytics Inc. Mar 2016 - PresentToronto, Ontario, CaWe're the Deposit Champions.Our Active Deposit Management solution for Credit Unions and Banks = Patented Data Analytics + Prebuilt Business Intelligence + Knowledge Transfer to your team. Unique and powerful insights enable maximum control over cost of funds in any economic environment. Accessible, Actionable Analytics are what we deliver, along with extraordinary expert advice.FlowTracker enables Banks and Credit Unions to focus on Deposit pricing, true sales, attrition and cross-selling eliminating the diversion of effort towards internal competition amongst channels, locations and products caused by product substitution. Dave is the inventor of the underlying method and business architect / designer of the solution.FlowTracker reveals true customer/member behavior at the account level using just 7 fields of data every bank has on file. The solution consists of a patented analysis method, platform independent software, business rules that are readily customized to work with any bank's data and the banking business expertise to radically improve accuracy of depoit pricing, sales, attrition and product switching analysis bank-wide. If you're a Bank or Credit Union executive, book some time with me to see how we can help you or learn more at https://www.flowtrackeranalytics.com
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Executive Consultant, Business Analytics & StrategyIbm Global Business Services May 2010 - Mar 2016Armonk, New York, Ny, UsStrategy and transformation consulting with a focus on monetizing analytics and business intelligence. Engagements target identification of business opportunities where insight and information can yield tangible benefits. Strategies may include operational and analytical technology, people and process capabilities including data sourcing, data warehousing, CRM, campaign management, loyalty, price optimization, operations optimization and the like. Typical strategic roadmaps span 3-5 years running anywhere from 500k through 100 million in investment. -
PresidentObjective Business Services Inc. Jun 1997 - Apr 2010Leading discovery workshops with executives who want to scope out a Customer Profitability strategy, functionality and business financial model methods to be supported is something I do better than most, since I've been doing it for 25 years - all around the world. I also help clients know their customers better by giving them objective advice and subject matter expertise in these areas:1. Customer profitability metrics (strategy, methods, requirements, design, implementation, application)2. Customer behaviour analysis (implementation, application)3. Performance management metrics (what to measure through to compensation design)4. Application and Data architecture and strategy. Senior level subject matter expertise in the domains above working with "A" list clients in Canada, USA, Caribbean, Central and South Americas and Middle East regions.
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External Consultant / Banking Customer Profitability SmeTeradata Div. Of Ncr 1998 - 2002San Diego, California, UsGlobal pre-sales and implementation Subject Matter Expert support for Value Analyzer - Teradata's customer value analysis solution. Conducted pre-sales customer profitability seminars with bank executive teams throughout USA, Japan, Chile, Argentina, Brazil, Colombia, Trinidad, Abu Dhabi, Dubai and Israel.Speaker at conferences of Bank Administration Institute (BAI), Canadian Marketing Association, and national banking association conferences in Chile, Argentina, Colombia and the Caribbean.SME role to many successful customer profitability implementations including Royal Bank's - featured in a Harvard Business School case study. -
Director & Controller Trust & InvestmentRbc Royal Bank Jul 1994 - Jun 1997Toronto, Ontario, CaBusiness Unit CFO.Re-designed sales force compensation for commissioned sales force to align with product profitability and size tiers. This change improved NPV of the sales force by over $ 7 million p.a. while simultaneously improving quality of business booked and compensation of high performers.Implemented first account-specific customer profitability application.Initiated first business unit product costing analysis. -
Director & Controller Retail BankingRoyal Trust Corporation Jun 1992 - Jun 1994CaController Retail BankingThe usual functions: reporting, planning, control, business unit management team duties. -
Director Accounting SystemsRoyal Trust Corporation Apr 1987 - Jun 1992CaDirected and managed development and support of financial systems and analytical databases. Introduced database analysis technology applications for Finance, including Funds Transfer Pricing, Customer Profitability, Credit Risk forecasting. Responsible for mainframe environment production systems development and control: general ledger, bank reconciliation / clearing, funds transfer pricing, branch compensation, cost allocations.
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ConsultantCoopers & Lybrand Consulting Group Mar 1985 - Mar 1987Selection and implementation of computer solutions.The CLCG practice merged into PriceWaterhouseCoopers (PWC) then was acquired by IBM Consulting.
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Senior Staff AccountantCoopers & Lybrand Jul 1982 - Feb 1985GbDesignated as Chartered Accountant in 1985.
Dave Mcnab Cpa, Ca Skills
Dave Mcnab Cpa, Ca Education Details
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Queen'S UniversityExecutive Marketing Program -
Institute Of Chartered Accountants Of OntarioFinance
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Queen'S UniversityFinance
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Royal St. George'S CollegeHssgd
Frequently Asked Questions about Dave Mcnab Cpa, Ca
What company does Dave Mcnab Cpa, Ca work for?
Dave Mcnab Cpa, Ca works for Flowtracker Analytics Inc.
What is Dave Mcnab Cpa, Ca's role at the current company?
Dave Mcnab Cpa, Ca's current role is Founder & Customer Success Exec. @ FlowTracker Analytics Inc..
What is Dave Mcnab Cpa, Ca's email address?
Dave Mcnab Cpa, Ca's email address is da****@****ess.com
What is Dave Mcnab Cpa, Ca's direct phone number?
Dave Mcnab Cpa, Ca's direct phone number is +190577*****
What schools did Dave Mcnab Cpa, Ca attend?
Dave Mcnab Cpa, Ca attended Queen's University, Institute Of Chartered Accountants Of Ontario, Queen's University, Royal St. George's College.
What skills is Dave Mcnab Cpa, Ca known for?
Dave Mcnab Cpa, Ca has skills like Analytics, Strategy, Business Intelligence, Business Analysis, Crm, Management, Business Analytics, It Strategy, Data Warehousing, Financial Services, Business Strategy, Requirements Analysis.
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