Partner & President of Infusion

Infusion helps banks, credit unions, and FinTech companies grow relationships, assets, and deposits through advanced data-driven omni-channel go to market programs with an emphasis on digital marketing. Since Dan joined the firm, balances generated for clients have increased more than 5x. Dan leads the client strategy, service, creative, and marketing teams for Infusion. Dan has over 20 years experience helping financial services companies grow profitably by applying data driven and digital strategies. Prior accomplishments include originating over 5 million accounts, boosting retention through mining and applying voice of the client data, originating over $3 billion of new balances, M&A transactions involving billions in client assets, using marketing automation and CRM to accelerate lead generation and revenue, digital marketing to accelerate online account origination, leading one of the first teams in the US to launch mobile check deposit, using advanced statical modeling and machine learning to unlock growth opportunities, creating a video that landed on Adweek’s top ten viral video’s list, and using research and data to drive comprehensive brand strategies such as launching a new enterprise brand across over 230 locations. Dan joined Infusion after serving for 5 years as the Chief Marketing Officer at Hancock Whitney where assets increased from $22B to over $30B during his tenure. Dan’s other experience includes a progression of roles at First Horizon including 5 years as Chief Marketing Officer, head of financial services marketing for a national retailer, and an early stint at Vention in analyst/client services roles. Dan has a BS in Accounting from Belhaven University and a Master of Business Administration from Vanderbilt University. Dan is frequently asked to speak live or digitally on data driven strategy, digital, and financial services marketing all over the world and has contributed to numerous articles and books. His leadership has been recognized at the national CMO Awards and as a national "Top 100 Marketing Leader." Specialties: Marketing Leadership Revenue growth Customer Experience Branding eCommerce Digital Data Analytics Mobile Product Innovation Marketing ROI Advanced Marketing metrics Strategic Planning Financial Modeling Project Management Loyalty programs Customer segmentation New customer acquisition Retention programs Lead generation Marketing automation (Unica, Salesforce.com, Aprimo, Workfront, Adobe, HubSpot, etc.) Digital analytics (Unica, Coremetrics, Omniture, Google Analytics, etc.) CRM (Salesforce.com, etc.)