Daniel Birch

Background

About Daniel Birch

I thrive in the crossroads between banking and IT. I have a background in personal banking with experience from several banks running on different IT platforms and each with their unique approach to advisory setup. I then transitioned to product development, working with account types and product offerings, pricing, documents and legal requirements. This led to implementing changes in advisory systems and now strategic responsibility for some of those systems. My technical flair helps me understand what our developers are talking about - even to the point of challenging some details in their code from time to time. Having also worked with non-profits, financial reporting, publishing, webshops, and a myriad of other diversions all help me to communicate with many different types of colleagues with at least some degree of understanding their unique point of view. At the end of the day, my heart still beats for the personal banking advisor. This is where most of the demands end up - with a lavine of legislation challenging their primary goal, namely to spend quality time on finding good solutions for and with their clients. My hope is that my work can somehow help streamline their work so they can focus on the customer's needs.