Gartner Expert

Micah Margolis

Director, Advisory

Micah Margolis is Director of Global Advisory with Gartner's Financial Services practice. He specializes in a variety of topics including go-to-market strategy and execution, distribution network planning, channel strategy, customer experience, digital business strategy and innovation, talent management, leadership and culture, change management, and business performance and cost optimization.

Mr. Margolis is a former practitioner and has front-line experience in retail management, B2B banking, mergers and acquisitions, wealth management, and learning and development.

This extensive and varied experience has allowed Mr. Margolis to successfully advise and partner with senior executives across the globe.

Previous experience

Mr. Margolis was an M&A Officer, Investment Executive, Loan Officer, B2B Banker, Branch Manager and Training Officer.

Areas of coverage

Financial Services Digital Business Strategy and Innovation

Financial Services Operational Excellence and Cost Optimization

Financial Services Customer Experience, Talent and Delivery


B.S., Neuroscience, Pennsylvania State University

B.S., Psychology, Pennsylvania State University

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Top Issues That I Help Clients Address

1Responding to Digital Disruption in Banking

2Customer Experience and Loyalty in Banking

3Evolving Business Models in Banking

4Acquisition Strategy in Banking

5Leadership and Culture in Banking