David Schiff Email & Phone Number

I empower profitable growth for banks, credit unions, and financial service providers by enhancing revenue while driving efficiency and managing risk & compliance.A dynamic executive frequently called upon to bring a creative yet pragmatic and analytical approach to solving the most complex challenges, I have an extensive record of defining strategies related to and managing end-to-end execution for growth-oriented, customer-centric transformations across Financial Services.For more than two decades I have partnered with Operating Leaders, C-Level Execs, and Boards to realize tangible outcomes at the intersection of customer needs, business imperatives and regulatory constraints, legacy and emerging technologies, and advanced analytics. Serving 70+ FS firms of varying size and scope, I regularly design and execute on efforts spanning product and functional silos, navigating competing priorities to achieve enterprise objectives.I apply a high EQ to understand and align the interests of diverse stakeholders to build high-performing, cross-functional teams, while mentoring individuals to prepare the next generation of leaders.Areas of Expertise:♦ Growth - Customer Lifetime Value (CLV), Market Entry, Customer Acquisition, Share of Wallet, Loyalty, Retention, Product Development, Pricing♦ Customer Experience - Surveys, Ethnographic Studies, Focus Groups, Segmentation, Personas, Journey Mapping, Prototyping, UX, UI, Human-Centered Design♦ Data & Analytics - AI, Machine Learning, LLM/GenAI, MDM, Data Governance, Reporting, Dashboards, Visualization♦ Strategy-to-Execution - Board Presentations, Executive Alignment, Multiyear Strategic Planning, Operating Model Design, Business Case Development, Roadmaps, Program Management, Agile, Change ManagementSectors Served:♦ Diversified Financial Services♦ Retail & Commercial Banking (Global, National, Super Regional, Regional, Community, Credit Unions)♦ Consumer Lending (Mortgage, Auto, Personal Lines, Student Loans)♦ Payments & Credit Cards♦ Wealth Management♦ FinTech♦ Private EquityFunctions Served:♦ Marketing♦ Sales♦ Product Management♦ Channels (Branch, Digital, Mobile, Contact Center, Social Media, Distributed Networks)♦ Servicing♦ Fraud & Claims♦ Risk (1st and 2nd Line)♦ Technology♦ Data & Analytics♦ Innovation♦ Back Office♦ Support (e.g. HR, Finance, Procurement)Platforms:♦ Salesforce♦ MS Dynamics♦ Medallia♦ Qualtrics♦ NICE♦ nCino♦ Backbase♦ AlteryxThe postings on this site are my own and do not necessarily represent FTI Consulting’s positions, strategies or opinions.

Listed skills include Strategy, Business Transformation, Management Consulting, Program Management, and 46 others.