Gartner Expert

Jason Malo

Director Analyst

Jason Malo supports banking and financial services clients on multichannel customer engagement, cloud computing strategy, artificial intelligence (AI) applications and best practices, the impact of neobanks on the global banking markets, and strategic approach to data management.

In particular, Jason focuses on the best way to use all channels across customer journeys and how customer expectations and needs should shape thinking. Deeper knowledge of mobile and online self-service includes both how to be competitive, as well as how to employ innovative approaches using a blend of virtual servicing and AI.

AI and Cloud Computing are often subject to significant levels of hype, and Jason is always keen to focus on the value drivers, best use cases, governance and support for these transformative technologies.

And while data underpins all aspects of information technology, often Jason will focus banks on their ability to identify, classify, and manage large swaths of data to its best use rather than prolific use.

Previous experience

Mr. Malo spent 10 years with Bank of America in both technology and business roles leading projects balancing customer experience and security of the online banking platform. He started with BofA as a Developer of online platforms and databases, including data governance and platform transition activities for internal teams in corporate investment and retail banking. Following that, he managed the development, roadmaps, and go-to-market strategies for cloud-based products addressing threats to network infrastructure, personal information and online commerce over a five-year tenure with Verisign.

Professional background

CEB

Senior Executive Advisor

Verisign

Senior Manager - Internet Availability and Security Services

Bank of America

VP - Consumer Privacy & Security Experience

Areas of coverage

Financial Services Digital Business Strategy and Innovation

Financial Services Technology Modernization and Transformation

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