David M Wallace Email and Phone Number
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I am a technology market research executive specializing in digital transformation and the impact of data and AI on customer experience. I have a proven ability to influence C-suite audiences with insightful analysis and am a credible witness to emerging trends. As an articulate communicator, I naturally listen to clients, probe to identify needs, and research market conditions to grow revenue. I take a collaborative approach with clients and colleagues, enabling positive outcomes and shared successes.Strategic Expertise:Technology Strategy Research | Digital Transformation | Customer Experience | AI & GenAI | Martech | Customer & Marketing Analytics | CDP | Market, Product & Solutions Strategy | Sales & Alliances Enablement | Fintech & Regtech | Regulatory Compliance | Business Development | Enterprise Risk Management | Fraud & AML |Industry Knowledge:Tech Provider Marketing Strategy | Tech Provider Go-To-Market Messaging | Banking & Financial Services Technology
Cameron School Of Business At Unc Wilmington
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Member, Cameron School Of Business Executive Advisory BoardCameron School Of Business At Unc WilmingtonNorth Carolina, United States
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Executive AdvisorCustomer Data, Customer Analytics, Martech, Ai, Fintech, Cx Strategy, Tech Marketing Strategy Apr 2024 - Present
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Research Director, Customer Data And AnalyticsIdc Jan 2020 - Apr 2024Needham, Massachusetts, UsLed global initiative on the transformation of customer data into brand intelligence and action through predictive AI, generative AI, interpretive AI/NLP and analytics. Strategic market adviser on how customer data, intelligence, and analytics are critical to CX differentiation for digital-first businesses. Research focus on martech firms providing customer data platforms (CDPs), customer analytics, product analytics, marketing analytics, customer intelligence, marketing clouds, personalization, customer journey analytics, and real-time decisioning. Advised tech provider clients on marketing strategy and go-to-market (GTM) messaging. Published 90+ subscription research documents including custom research for clients used in GTM campaigns. -
Principal Industry Marketing Manager, Global Financial ServicesSas 2008 - 2019Cary, Nc, UsGlobal marketing thought leader, strategist, spokesperson, and subject matter expert (SME) for financial services industry (40% of firm's software revenues; 3.5K+ customers) with focus on banking, wealth management, and capital markets. Key clients included top 100 global banks. Banking owner for sales enablement knowledge management system with vertical persona-based value props aligned to sales cycle. Grew banking revenue 180% over 10 years, new capital markets revenue by 150% in 1st 3 years, and global banking share of voice (SoV) to #2 following IBM. Delivered executive briefings to 200+ FSI clients. Trained 600+ new sales and pre-sales employees on FSI. Conducted 400+ industry analyst and press briefings; 50+ conference presentations on AI and analytics for CX, risk management, fraud & financial crimes. -
Industry Marketing Manager, Americas Financial Services Industry (Fsi) MarketingHp 2005 - 2007Palo Alto, Ca, UsSolutions marketing to corporate and investment banking segment with secondary focus on consumer banking & insurance. Achieved segment revenue of $400+ million with 25% growth, grew industry conference leads by 15%. Delivered industry briefings to customers & alliance partners, advancing sales opportunities. Created GTM campaigns for HP & ISV partner solutions, sales enablement for FS account teams. Analyzed customer business/technology needs; delivered strategic selling advice for Tier 1 FS sales teams. Co-founder of Open Source executive advisory council for HP’s largest financial services customers; session speaker at inaugural council meeting. -
Corporate Account Manager, Americas Financial Services SalesHp 2002 - 2005Palo Alto, Ca, UsManaged the global relationship with a top five US financial services firm with annual account revenue of $50 million across all lines of business. Delivered over $70 million in new business revenue in first two fiscal years, including a strategic $20 million wealth management services engagement. Directed a thirteen-person team of account managers, products & services specialists. Sales award in 2002.
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National Account Manager, Compaq (Merged With Hp)Hp 1998 - 2002Palo Alto, Ca, UsManaged the relationship with a top five US financial services firm. Directed a ten-person account team; delivered $130+ million in cumulative account revenue with new wins including a retirement services administration project enabling growth in a new business area for the client; improved executive relationships. GoldQuest sales award in 2001. Area management team member.
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National Account Manager, Digital (Merged With Compaq)Hp 1996 - 1998Palo Alto, Ca, UsManaged national relationships with a top ten US financial services firm and a global consumer packaged goods firm; delivered FS account revenue growth of 250+% including trust accounting project enabling 3x business growth for the client; two sales awards including Decathlon.
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Territory Sales Manager, Digital (Merged With Compaq)Hp 1992 - 1996Palo Alto, Ca, UsDirected firm’s re-entry into the PC market in NC/SC as a technology evangelist engaged in field marketing, partner enablement and sales to financial services and other industries. Won capital markets trading floor & trust administration sales force automation projects over incumbent supplier at a top ten bank; multi-year $XX million state contract; three sales awards.
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Desktop Team Leader, Digital (Merged With Compaq)Hp 1991 - 1992Palo Alto, Ca, UsLed a ten-person sales/technical team marketing UNIX workstations, servers, and PC integration/networking solutions.
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Workstation Sales Representative, Digital (Merged With Compaq)Hp 1989 - 1992Palo Alto, Ca, UsTechnology evangelist, member of elite team that launched, sold and supported Digital's UNIX workstation and server business, including distributed computing and networking technologies originally developed for MIT's Project Athena.
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Account Manager, Digital (Merged With Compaq)Hp 1984 - 1989Palo Alto, Ca, UsNational account sales with assignments in manufacturing, consumer packaged goods (CPG), telecommunications, higher education.
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Account ManagerSperry Univac 1982 - 1983UsComputing technology and software solution sales to manufacturing industry clients. -
Account ManagerNcr Corporation 1979 - 1982Atlanta, Georgia, UsComputing technology and manufacturing software solution sales; regional industry marketing specialist. Graduate of comprehensive 18-month technology (hardware, software, networks), sales, and industry specialization training program for newly-hired MBAs.
David M Wallace Skills
David M Wallace Education Details
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Cameron School Of Business At Unc WilmingtonEconomics -
East Carolina University - College Of BusinessBusiness Administration
Frequently Asked Questions about David M Wallace
What company does David M Wallace work for?
David M Wallace works for Cameron School Of Business At Unc Wilmington
What is David M Wallace's role at the current company?
David M Wallace's current role is Member, Cameron School of Business Executive Advisory Board.
What is David M Wallace's email address?
David M Wallace's email address is da****@****sas.com
What is David M Wallace's direct phone number?
David M Wallace's direct phone number is +191953*****
What schools did David M Wallace attend?
David M Wallace attended Cameron School Of Business At Unc Wilmington, East Carolina University - College Of Business.
What skills is David M Wallace known for?
David M Wallace has skills like Management, Marketing Strategy, Enterprise Software, Strategy, Financial Services, Crm, Account Management, Team Leadership, Business Development, Leadership, Analytics, Solution Selling.
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