Alan Shields

RFi co-founder and Managing Director Research and Advisory.


Alan Shields is a co-founder and Managing Director – Advisory for RFi, a global provider of customer intelligence focusing exclusively on financial services and specialising in data and information gathering, insight generation and strategic decision support for the world’s leading banks.

Responsible for overseeing all syndicated research and advisory solutions across RFi’s network in 29 markets globally, Alan has more than 12 years of research and analysis experience and has spent his entire career focused on financial services across the globe including Europe, North America, the Middle East and Asia Pacific.

Alan has worked on syndicated or bespoke projects with every bank in Australia and New Zealand, with most of the major banks in the Asia Pacific region and with many of the global banks.

Previous experience

Positions: Prior to setting up RFi at the beginning of 2007, Alan was Head of Financial Services Asia Pacific at global research firm Datamonitor. Alan established Datamonitor’s financial services business in the Asia Pacific region in 2004, when he moved to Sydney from London.

Alan began his career with Reuters in London as a financial services consultant, where he worked on the Nasdaq Europe project before moving to Singapore and focusing on wealth and risk management in the region.

Education: Alan holds a Bachelor of Science Degree in Physics from the University of Birmingham and also studied his License de Physique at the Université de Bordeaux I.


Talking Points
Digital adoption and the impact on financial services - from vocal innovators to luddites
Global consumer trends - hedgehogs, eagles and locusts determining the future
Customer loyalty and retention - is loyalty dead?
The way we pay - global payment trends and new form factors