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This profile was last updated on 10/17/13  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. David Potterton

Wrong David Potterton?

Employment History


  • Bachelor of Arts Degree , Business Management and Economics
    North Carolina State University
  • Master of Business Administration Degree , Finance and Marketing
    Duke University
151 Total References
Web References
IDC Financial Insights Executive Team, 7 Oct 2013 [cached]
David Potterton, Vice President of Global Research
David Potterton is Vice President of Research for the Global Banking, Insurance, Capital Markets and Risk Management practices. These advisory services cover retail banking, cash and treasury management, payment services, insurance, and core corporate banking technologies, as well as capital markets and risk. His 25-year career in financial services as a practitioner, market researcher, and consultant has involved extensive interaction within investment banking, corporate cash and treasury management, and retail banking operations. With his experience in both domestic and wholesale banking, product development, business development, and product management, Potterton understands not only the research business, but the specific challenges and opportunities that financial services firms face.
Firm Hires New Global Vice President ..., 20 Oct 2008 [cached]
Firm Hires New Global Vice President of Research David Potterton to Oversee Team
Financial Insights recently expanded its senior management ranks with the addition of a seasoned financial services practitioner, David Potterton. As the vice president of global research, Potterton will spearhead the research practices and continue to drive Financial Insights' commitment to offering a balanced and reasoned analysis of the business, technology, and operational issues within the financial services community. "I am pleased to join Financial Insights and as a former banker understand the value of business and technology analysis for the market. As a trusted resource, FinSights Advisor expands the standard coverage by truly assessing the risks and concerns of financial institutions at this time." said Potterton.
The addition of Potterton strengthens the Financial Insights team to better serve clients and offer a well-rounded view of the current financial crisis. With experience in both domestic and wholesale banking, product development, business development, and product management, Potterton understands the specific challenges and opportunities that financial services firms face. His career at several high profile banks has afforded him a practical and highly relevant perspective on the issues.
If you would like to meet with Potterton at one of the fall industry events, including the FST Summit with GDS International on November 5-7 in Miami or the BAI Retail Delivery Conference November 18-20 in Orlando, please contact Sarah Murray at or call 781-794-3214.
Viewpointe named to FinTech 100 for seventh-consecutive year - Viewpointe, 10 Oct 2012 [cached]
"Viewpointe's repeat presence among the top 100 financial technology providers is indicative of a growing importance placed on electronic document archiving and exchange services," said David Potterton, Vice President, Global Research at IDC Financial Insights and a member of the FinTech 100 research team.
David Potterton, Karen ..., 15 Aug 2011 [cached]
David Potterton, Karen Massey
David Potterton Vice President of Global Research
Webmaster News [cached]
In_order_to work more effectively with B-to-B enterprises , financial institutions need to incorporate XML into their transactional workflows. said David Potterton , Research_Director at Meridien Research.The benefits of XML to these institutions can be significant both from an operational and customer_service perspective.Despite these benefits , we believe that most will wait for standards to develop before getting deeply involved in projects involving XML.In the meantime , many will continue to examine and evaluate how this protocol can be integrated into both their business and IT infrastructures..
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