Unique Perspective


Dana Dolan, President, is an innovative marketing executive who has been advising technology and professional services organizations in U.S. financial services for nearly a decade.

At BAI, a financial services trade association, Dana served as the head of marketing and led a business unit that advised hundreds of solutions providers – from FinTech 100 market leaders to start-ups – on marketing strategies and tactics to reach, inform and engage U.S. retail banking decision-makers.

Dana’s 20 years of marketing, business development and consulting experience include leadership roles in financial services marketing at BAI, technology marketing at Participate Systems (now Kenexa, an IBM company) a social business SaaS organization, and healthcare marketing and consulting at Caremark Rx and PriceWaterhouse.

Dana has a pulse on financial services issues, challenges and opportunities and is known for being collaborative, customer-focused and passionate about driving business growth and innovation. Dana is a frequent speaker and facilitator on financial services hot topic webinars and industry events such as BAI Retail Delivery. Dana’s forte is helping marketing and sales teams clarify strategy and work differently to achieve stretch goals.

Dana is a Chicagoan, a Kellogg Business school M.B.A., a soccer mom, a sports nut and an entrepreneur at heart – who is ready to help address your toughest marketing and sales challenges.