FINANCE Keynote Speaker
Banking and Financial
Services Keynote Speaker
Learn how to powerfully engage employees, clients, or prospects and influence their decisions with the revolutionary science of shared human values.
"The star of our show – the feedback was off the charts! Keynotes like this are few and between."
Liz Ptak, Corporate Events Manager FP Canada
Finance Keynote
A volatile economic landscape, rapidly emerging technologies, and shifts in long-held behavioral norms have created an entirely new kind of financial services customer and workforce. The age-old models are eroding, and strategies that once worked are fading in front of our eyes.
So how do you create sustainable success when what people want is constantly changing? It’s all about shared human values. Because values drive every decision that people make.
What the Industry Is Saying…
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Alyssa Hodder, Director of Education, IFEBP
“David took the time to understand us, and it showed. His keynote felt like it was custom-made for our challenges.”
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Dan Licoppe, Johnston Group
“Most keynotes lack actionable relevance. But David's was the best keynote presentation I have seen in years!”
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Dan White, HRM Pension Plan
“Brought me to tears. One of the most engaging, inspirational speakers I have ever heard, plus new actionable information!”
Engagement and influence expert, finance keynote speaker, and best-selling author David Allison has turned shared values into data, to show the FinServ sector what drives people.
After a million surveys, David Allison has amassed hundreds of millions of data points that identify the buttons you need to push to engage and influence whoever his audience wants to reach. His not-to-be-missed keynotes are inspiring and fun and offer a groundbreaking data-driven approach to understanding who people are and why they do what they do.
David’s keynote will show you how to amplify trust and engagement – the most crucial factors in the financial services sector. Shared values will become an asset, and your strongest competitive advantage!
Who is it for
Financial professionals
Wealth, insurance and investment advisors
Banks, credit unions, funds, and other financial institutions
Audience takeaways
The specific values that will engage people and influence outcomes.
Creative, detailed strategies to immediately put those values to use.
David’s revolutionary Values Thinking Process that turns shared values into actionable tactics.
Financial Services Insights
Foster Deeper Connections
Uncover strategies to use values alignment for enhancing loyalty and trust.
Powerful Personalization
Discover the power of values for more personalized messaging, and strategies that resonate.
Shared values drive decision making, and are the key to understanding how to engage and influence people.
Gain a Unique Advantage
“Enormously thought-provoking. I was pulled in from the start. Valuable insights and a fresh useful perspective.”
Tim Brooks, VP Corporate Marketing, Synergent
About David
David Allison is the world's foremost authority on human values. He brings a revolutionary perspective to the financial services industry.
His groundbreaking work has helped countless financial services organizations engage with their workforce, clients, and prospects on a deeper, values-driven level.
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 he translates hard data into insightful strategies in an inspiring and energizing way.
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? Values are the answer. And David shows you how to put them to work.
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.