Alex Jimenez

About Alex Jimenez

I am a senior digital transformation and consulting leader with more than 29 years of experience in financial services, helping credit unions, community banks, and fintech firms translate market change into measurable growth and modern customer experiences.As Managing Director, Consulting at Finalytics.ai, I lead enterprise digital transformation engagements spanning digital strategy, website modernization, customer journey design, AI-driven personalization, and CX roadmap development. I partner with executive teams to define actionable roadmaps, align KPIs to business outcomes, and drive platform adoption across complex environments. I also contribute to market thought leadership and help shape product direction through client and industry insight.Previously, I held senior consulting and strategy roles at Backbase, EPAM, Extractable, and Finalytics.ai, and leadership positions at Zions Bancorporation, Rockland Trust, Bank of America, FleetBoston Financial, and Cigna.I have chaired the Consumer Bankers Association’s Digital Channel Committee, was a founding member of the American Bankers Association’s Fintech Committee, and contribute regularly to industry discussions in The Financial Brand, Finextra, and at the DealBook Summit.

Experience

1. Managing Director, Consulting

   Finalytics AI

   Feb 2026 — Present · San Mateo, CA, US

   Lead digital strategy consulting across enterprise digital transformation, website strategy, customer journey design, AI-driven personalization, and CX roadmaps for credit unions and community banks.Key responsibilities & impact:• Own digital strategy delivery: roadmaps, user research frameworks, customer journeys, and KPI structures driving account outcomes and platform adoption.• Drive thought leadership through blogs, press engagement, social media, and executive positioning to build market awareness and credibility.• Lead prospect engagements, translating business objectives into actionable personalization and transformation roadmaps.• Shape platform product roadmap with client insights, market trends, and strategic recommendations.

Education

• Hofstra University

  BS, Mechanical Engineering

  1983 — 1987

• Adelphi University

  Graduate Certificate, Management

  1991 — 1993

• Babson F.W. Olin Graduate School of Business

  Visiting Student: Entrepreneurial Studies, Management

  1994 — 1995

• Adelphi University

  MBA, Business Administration and Management, General

  1991 — 1995

Skills

• Product Management
• Integration
• Change Management
• Leadership
• Business Process Improvement
• Management Consulting
• Portfolio Management
• Mergers
• Start-Ups
• Customer Relationship Management (Crm)
• Process Engineering
• Business Analysis
• Business Planning
• Operations Management
• Relationship Management
• Innovation Management
• Project Planning
• Leadership Development
• Analysis
• Strategy
• Mobile Payments
• Mergers & Acquisitions
• Mergers and Acquisitions
• Consulting
• Strategy Development
• Call Center
• Electronic Payments
• Banking
• Business Management
• Management
• Team Building
• Quality Management
• Cross-Functional Team Leadership
• Running
• Process Improvement
• Financial Services
• Crm
• Vendor Management
• Finance
• Project Management