FINANCE Keynote Speaker

Banking and Financial
Services Keynote Speaker

Engage clients and influence their financial decisions with the revolutionary science of shared human values.

Finance Keynote

The financial services and banking sectors are at a crucial historical moment. A volatile economic landscape, rapidly emerging technologies, and shifts in regulatory frameworks have created an entirely new kind of customer with expectations that can be complex and difficult to understand. The age-old trust model is eroding, and strategies that once worked are fading in front of our eyes.

So how do you create sustainable success when what people want from their banks and financial institutions is constantly changing? It’s all about shared human values. Because values drive every decision that people make. 

Human values expert, finance keynote speaker, and 2x best-selling author David Allison has conducted nearly a million surveys in 152 languages featuring hundreds of millions of data points.

He’s built the first global inventory of shared human values. His research on human values equips you with the tools to understand what truly motivates behavior in banking, financial services, and beyond. Going beyond old-fashioned demographics, his not-to-be-missed keynotes are memorable, fun, and offer a groundbreaking data-driven approach to understanding not just who people are, but why they do the things they do.

David’s keynote will show you how to strengthen the trust that’s crucial in banking and financial services with the enormous power of shared human values.

You’ll learn to use values-driven data to personalize your services, and build marketing messages, brands, and institutions that resonate. Values will become an asset, and your strongest competitive advantage.

Who is it for

  • Financial professionals

  • Wealth and investment advisors

  • Banks, Credit Unions and other financial institutions

Audience takeaways

  • The specific Power Values that will empower you to engage people and influence outcomes.

  • Creative, detailed strategies to immediately put the Power Values to use.

  • David’s revolutionary Values Thinking Process that turns shared values into actionable tactics.

  • The Three Telltale Questions that will identify the shared values of anyone you want to engage and inspire.

Finance Insights

Foster Deeper Connections

Uncover strategies to use values alignment for enhancing brand loyalty and trust in financial services.

Powerful Personalization

Discover the power of values in shaping financial advisories and consultations for more personalized advice.

Purpose Fuelled by Values

Understand how to apply values-driven insights to corporate social responsibility initiatives for greater impact.

“

So many rave reviews…David’s keynote was 100% perfection!

LANDA PAYNE

Director, Marketing and Communications

About David

David Allison is the world's foremost authority on human values. He brings a revolutionary perspective to the banking and financial services industry as a keynote speaker.

His groundbreaking work, underpinned by the global Valuegraphics Database, has helped countless organizations engage with their clients on a deeper, values-driven level. David's insights into human values have not only reshaped marketing and customer engagement strategies but have also provided a robust framework for product development and corporate culture initiatives within the financial sector.

He’s delivered keynotes – to rave reviews – for industry giants such as LPL Financial, Lincoln Financial, Aviso Wealth, Desjardins, and NAPFA. His data-driven approach to customizing a keynote for each audience has won over the industry, because of his ability to translate hard facts and data into actionable, insightful strategies. He is well-known for his dynamic delivery, memorable content, and transformative impact, making him a sought-after speaker in wealth advisory, banking, and financial services circles.

His research into the shared values of the financial services sector workforce includes comprehensive studies of people in banking, wealth advisory, insurance and annuities, investment management, credit unions, and more. He has a parallel path of research that has identified the shared values of the customers and prospects for each of those specific sectors, which allows for comparisons to be made: who are the people inside these verticals and who are their clients and customers?

David's thought leadership extends beyond the podium, with his expert commentary and research findings featured in leading publications and media outlets, including Yahoo Finance TV, Forbes, Harvard Business Review, and INC Magazine, as well as numerous podcasts and industry journals. He coined the term Valuegraphics, and today they are featured in college textbooks used around the world.

Work with David

Values are the answer.
Let’s put them to work.

Banking and Finance Keynote Speaker David Allison will transform how you think about yourself, the people around you, and those you hope to impact with your work. Because we are all values-driven.