Co-Founder, Chief Analytics & Strategy Officer
Steven Simpson’s expertise lies in helping financial institutions reveal tangible business opportunities through data analytics. Ranging from simple segmentations to advanced analytics and machine learning, his experience empowers organizations with actionable and measurable results to achieve strategic initiatives and critical business outcomes.
He understands the need of each line-of-business and will provide actionable data to drive loan, deposit and customer growth or improve risk management. His decades of experience span leadership roles at Bank of America, Sheshunoff Management Consulting, The Independent Bankers’ Bank ($15B), City National Bank Miami ($15B), Suncoast Credit Union ($10B) and dozens of clients. He has authored several products used by consulting firms and leading software providers, led numerous mergers and acquisitions, converted over 55 core banking systems, and guided a startup specializing in internet banking to NASDAQ IPO.