James White

Principal Strategist | CRM. AI. Fintech

James White is a seasoned banking strategist with a proven track record in revenue growth and operational excellence. Currently serving as Principal Strategist at Engage fi, they focus on transforming data-driven relationships for financial institutions while modernizing CRM strategies and leveraging AI technology. Previously, as General Manager at Total Expert, James spearheaded significant revenue increases, doubling the banking division’s revenues within two years. With extensive experience in roles such as Vice President of Sales and Strategy at Raddon and Director of Continuous Improvement at Open Solutions, James has consistently delivered impactful solutions in competitive environments, optimizing performance and enhancing customer engagement. James holds a BBA in Business from Faulkner University.

Location

Helena, United States


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