David Milligan

David Milligan Email and Phone Number

Principal Innovation Lead @ Ulysses Partners
Charlotte, NC, US
David Milligan's Location
Charlotte, North Carolina, United States, United States
David Milligan's Contact Details

David Milligan work email

David Milligan personal email

n/a
About David Milligan

Bringing something new to the market - a new product, service, or way of working - is difficult. Not understanding or accepting this reality has caused much frustration for many organizations and leaders. It's especially challenging in banking and financial services, which have many regulations to comply with, and large numbers of customers to serve. But it's not impossible - and when it's done right, the satisfaction of seeing what you made out in the world is incredible.I have been fortunate to lead pioneering teams in corporate strategy, banking innovation, fintech partnerships, and digital transformation for almost 20 years. Over this time, I have held many roles - from bank executive leading innovation & new ventures, to fintech firm founder, to management consultant with top-tier advisory firms & clients. Highlights include:- Pioneered the corporate innovation program in a large bank, building an innovation culture with 40K employees. At the same time, created new lines of business via the earliest fintech partnerships, including a SME banking solution used by over 400k business customers.- Culminated with the bank being recognized as "the most innovative bank in the world" by BAI, Chicago in 2012. - Co-founded the first Fintech engagement platform, used by over 130 financial institutions & 7k fintech firms; successfully exited by selling this business to KPMG International.From these experiences, I've developed an in-depth understanding of corporate innovation and how to leverage new technology to drive positive change in financial services.Executives and leaders in financial services (esp. banking) and technology firms (incl. established fintech and large tech providers) are dealing with unprecedented change & complexity. The financial services landscape is changing fast, with technology giving access to customers to diverse players, both established and new. Banking and fintech business models have evolved over the past decade, from more direct vendor relationships to a more complex array of platforms and partnerships. Within this context, the need to innovate has never been greater.Today I lead a boutique consulting firm that brings together a team of specialists and a network of global alliances with deep experience and insights. Together we help clients navigate the complexity of bringing new ideas to market, using a combination of real-world experience, proven methodologies, and leading solutions - which we call the "UP Way".Get in touch with me to find out more, or visit our website: https://ulysses-partners.com

David Milligan's Current Company Details
Ulysses Partners

Ulysses Partners

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Principal Innovation Lead
Charlotte, NC, US
Employees:
3
David Milligan Work Experience Details
  • Ulysses Partners
    Principal Innovation Lead
    Ulysses Partners
    Charlotte, Nc, Us
  • Ulysses Partners
    Principal
    Ulysses Partners Mar 2020 - Present
    With my team, I work with banks, fintech firms & large technology providers, to help them identify trends and opportunities in technology & financial services. We help fintech & other tech firms work with banks & other FS clients, and also help them to enter new markets. In turn, we help banks to innovate, define and meet strategic goals, including via technology partnerships. I'm also a frequent speaker and guest lecturer on fintech, including courses with the Kenan-Flagler Business School at UNC Chapel Hill and the Haas School of Business at UC Berkeley.
  • Kpmg Matchi
    Associate Director (Vp) And Global Head
    Kpmg Matchi 2017 - 2019
    Global, Oo
    Key Highlights:- Led KPMG Matchi unit to support over 130 large corporate clients globally for their technological solutions needs in line with strategic business goals. - Grew KPMG Matchi platform to an online resource with curated profiles of more than 7K emerging tech firms around the world, which was utilized by KPMG’s large clients to drive innovation and technology strategies.
  • Kpmg Matchi
    Ceo & Co-Founder
    Kpmg Matchi 2013 - 2017
    Global, Oo
    Key Highlights:- Co-founded and grew the company to a niche global firm with businesses in the US, UK, Europe, Australia, Africa, the Middle East, and Asia. - Successful business led to a strategic alliance and eventual sale to KPMG International in May 2017.
  • Fnb South Africa
    Head Of Business Insights & Innovation
    Fnb South Africa 2010 - 2013
    Johannesburg, Gauteng, Za
    Based in Johannesburg, First National Bank is one of the largest banks in Africa with 44K staff members and 11M customers across the personal, consumer, commercial, wealth and corporate banking markets.Reported to divisional CEOs, providing business insights for high-level decision-making. Helmed a team comprising Senior Strategy Analysts and external researchers, guiding and coaching them to achieve business objectives. Key Achievements: - Placed the bank as a leader in innovation, earning recognition as the most innovative bank in the world by BAI, Chicago in 2012. Represented FNB at global innovation conferences.- Pioneered the group-wide innovation program, gaining opt-in from 35K employees. - Created new lines of business via partnering with fintech firms, including a SME banking solution used by over 400k business customers.
  • Fnb South Africa
    Head Of Growth, New Markets, Strategy & Innovation
    Fnb South Africa 2007 - 2010
    Johannesburg, Gauteng, Za
  • Fnb South Africa
    Head Of Innovation Management & Project Support - Branch Banking
    Fnb South Africa 2003 - 2007
    Johannesburg, Gauteng, Za
  • Monitor Group
    Senior Strategy Consultant
    Monitor Group 2000 - 2003
    Cambridge, Massachusetts, Us
  • Action Equipment Company
    Marketing Director
    Action Equipment Company Jan 1996 - Jan 2000

David Milligan Skills

Strategy Management Consulting Business Strategy Banking Management Entrepreneurship Business Analysis Leadership Strategic Planning Analysis Project Management Change Management Business Planning Portfolio Management Financial Services Finance Business Process Improvement Retail Banking Project Portfolio Management Market Research Marketing Research Organizational Design Cross Functional Team Leadership Strategy Development New Business Ventures Financial Analysis Stakeholder Management Business Commercial Banking Governance Managerial Finance Product Development Project Planning Mergers And Acquisitions

David Milligan Education Details

  • University Of Cape Town
    University Of Cape Town
    Business Administration
  • University Of The Witwatersrand
    University Of The Witwatersrand
    Law

Frequently Asked Questions about David Milligan

What company does David Milligan work for?

David Milligan works for Ulysses Partners

What is David Milligan's role at the current company?

David Milligan's current role is Principal Innovation Lead.

What is David Milligan's email address?

David Milligan's email address is da****@****mac.com

What schools did David Milligan attend?

David Milligan attended University Of Cape Town, University Of The Witwatersrand.

What skills is David Milligan known for?

David Milligan has skills like Strategy, Management Consulting, Business Strategy, Banking, Management, Entrepreneurship, Business Analysis, Leadership, Strategic Planning, Analysis, Project Management, Change Management.

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