Gartner Expert

Uri Lerner

Sr Principal Analyst

Continuing research on the effects of the AI-shaped economy on banking and investment services IT strategy, IT talent, and digital customer strategy.

Previous experience

Researcher with Gartner for Financial Services Leader with an emphasis on banking and investment services customer experience, acquisition, and retention.

Professional background

Hanover Research, Content Analyst, 3 years

Potomac Institute for Policy Studies, Research Associate, 1 years

SOL Capital Management Company, Bilingual Client Relations, 2 years

Education

M.A. Foreign Affairs, American University

B.A. International Relations, UC San Diego

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Top Issues That I Help Clients Address

01

Data analysis capabilities in the retail banking market

02

Product design in the retail banking market

03

Messaging in the retail banking market

04

Prioritizing investments in the retail banking market