Daniel Brousseau Joins Medallia to Help Financial Services Firms Elevate Experience Management

CX leader in banking and consulting joins Medallia to help financial services leaders compete and grow through customer and employee experience.

SAN FRANCISCO–(BUSINESS WIRE)–Medallia, Inc. the global leader in customer and employee experience, today announced that Daniel Brousseau has joined Medallia as the Senior Solutions Principal for the Financial Services industry sector. Daniel joins Medallia after serving as SVP and Head of Client Experience at City National Bank (an RBC Bank) where he led the buildout of the enterprise CX function. Previously, Daniel led customer experience strategy consulting at the national consulting firm West Monroe, and he established and led the global Customer Experience Consulting practice at Forrester Research.

“Financial services organizations are dealing with massive and rapid change across technology, customers, competition, regulations, information security and society,” said Brousseau. But the future is as bright as ever, and forward looking firms have incredible opportunities to innovate, grow and compete by elevating and scaling customer and employee experience. I’m excited to work with our clients and bring them everything that Medallia has to offer as the innovation and market leader in this space.”

At Medallia, Brousseau’s work focuses on helping financial services leaders drive performance and business outcomes through continuous customer and employee experience improvement. He advises Medallia clients and prospects on experience strategy, stakeholder alignment, journey transformation, customer engagement, operationalizing customer data insights and feedback management, and managing change.

“Financial services is our largest industry sector at Medallia and we’re honored that all types and sizes of firms have chosen Medallia as their experience management partner,” said Bill Staikos, SVP of Industry Solutions. “Daniel’s proven leadership and expertise in customer experience and financial services as both practitioner and consultant is a valuable addition to our growing financial services practice and client community at Medallia. We’re thrilled to have him join our team.”

If you are interested in scheduling a conversation with Daniel, or learning more about Medallia and the company’s work in financial services, please contact [email protected].

For more information on Medallia solutions for financial services, visit: https://www.medallia.com/solutions/financial-services/.

About Medallia

Medallia (NYSE: MDLA) is the pioneer and market leader in customer, employee, citizen and patient experience. The company’s award-winning SaaS platform, Medallia Experience Cloud, is becoming the experience system of record that makes all other applications customer and employee aware. The platform captures billions of experience signals across interactions including all voice, video, digital, IoT, social media and corporate messaging tools. Medallia uses proprietary artificial intelligence and machine learning technology to automatically reveal predictive insights that drive powerful business actions and outcomes. Medallia customers reduce churn, turn detractors into promoters and buyers, create in-the-moment cross-sell and up-sell opportunities and drive revenue-impacting business decisions, providing clear and potent returns on investment. For more information visit www.medallia.com.

© 2021 Medallia, Inc. All rights reserved. Medallia®, the Medallia logo, and the names and marks associated with Medallia’s products are trademarks of Medallia. All other trademarks are the property of their respective owners.

Contacts

Medallia PR Contact:
Austin DeArman
[email protected]
+1 (202) 341-9181

IR Contact:
Carolyn Bass
[email protected]

Author Information

As a detail-oriented researcher, Sherril is expert at discovering, gathering and compiling industry and market data to create clear, actionable market and competitive intelligence. With deep experience in market analysis and segmentation she is a consummate collaborator with strong communication skills adept at supporting and forming relationships with cross-functional teams in all levels of organizations.

Sherril holds a Master of Business Administration in Marketing from University of Colorado, Boulder and a Bachelor of Arts in Psychology from Rutgers University.

Latest Insights:
Salesforce Q2 FY 2027 Can Agentforce Drive Revenue Reacceleration
August 27, 2026
Article
Article

Salesforce Q2 FY 2027: Can Agentforce Drive Revenue Reacceleration?

Futurum Research analyzes Salesforce’s Q2 FY 2027 earnings, focusing on AI and data momentum, Agentforce adoption, Anthropic partnership expansion, and FY 2027 guidance....
Google Cloud Targets Legal AI With Purpose-Built Governed Platform
August 27, 2026
Article
Article

Google Cloud Targets Legal AI With Purpose-Built Governed Platform

Google Cloud unveiled Gemini Enterprise for Legal on August 25, 2026, a domain-specific agentic platform combining secure MCP connectors, legal skills, and governed controls to address enterprise adoption barriers in confidentiality and...
Google Cloud Targets Finance's AI Gap With Vertical Platform
August 27, 2026
Article
Article

Google Cloud Targets Finance’s AI Gap With Vertical Platform

Google Cloud's Gemini Enterprise for Financial Services tackles enterprise adoption barriers by addressing reliability, hallucination management, and data security in financial workflows....
Does the New ERP Platform “Signal” Get the Market Right
August 26, 2026
Article
Article

Does the New ERP Platform “Signal” Get the Market Right?

Keith Kirkpatrick, VP & Research Director at Futurum, shares his insights on how Futurum's new ERP Platform “Signal” stacks up against his own year of SAP, Microsoft, Oracle, and NetSuite coverage....
Latest Research:
Operationalizing Autonomous AI Architecting the Agentic Enterprise on a Converged Data Foundation
August 27, 2026
Research
Research

Operationalizing Autonomous AI: Architecting the Agentic Enterprise on a Converged Data Foundation

In its latest report, Operationalizing Autonomous AI: Architecting the Agentic Enterprise on a Converged Data Foundation, completed in partnership with Snowflake, Futurum Research examines why enterprises must move beyond bolted-on...
Bridging the Capacity Gap: Why 66% of Enterprises Are Investing in Agentic Digital Workers
August 26, 2026
Research
Research

Bridging the Capacity Gap: Why 66% of Enterprises Are Investing in Agentic Digital Workers

In its latest thought leadership study, completed in partnership with IFS, Futurum Research surveys 664 enterprise decision-makers and interviews IT and operations leaders at six IFS customers running digital workers...
How Intel 18A-P Transistor Breakthroughs Shape Diamond Rapids CPU Design
August 24, 2026
Research
Research

How Intel 18A-P Transistor Breakthroughs Shape Diamond Rapids CPU Design

In our latest thought leadership brief, Intel 18A-P Transistor Breakthroughs Shape Diamond Rapids CPU Design, completed in partnership with Intel, The Futurum Group examines the silicon-validated data behind Intel's 18A-P...

Book a Demo

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.