David Thorne

I exclusively help financial institutions and their customer companies with financial health intelligence, long-term engagement, and bottom line savings by providing them and their customers a simplified, fully immersive and inclusive digital space for better financial health, employee by employee.

I know how tough it can be to assess all areas of engagement, interoperability, even security for technology. From when I was a registered rep to when I led large fintech corporate programs, I was happy just to have meaningful conversations with clients, with functional customers, because it was so difficult to make a meaningful connection with them in their world.