Meet Dan Smith, Founder and CEO of Clearly Financial
Experience and Expertise:
Dan’s idea to offer Consulting for Card payments services to businesses came after a 20 years in commercial payments, where he witnessed the enormous benefits and savings available to businesses.
Big banks tended to focus on growing card programs but always hit a wall on supplier and vendor acceptance. Clearly Financial was designed to change all that.
Keen to share those benefits between Buyers and Vendors, Dan formed partnerships with partners, software providers, and processors to deliver those benefits.
Working at Banks and Networks (Visa, Mastercard, American Express) meant Dan knew where to focus.
Dan learned Card Issuing, then Acquiring (aka Merchant Accounts) and then at Mastercard’s Commercial Development team how to tie together both ends of a Payment.
Dan twice expanded his role, first taking on Relationships for: Citibank, Bank of America, JP Morgan, and WEX and then by bringing SaaS partners into the Network to monetize payments.
Dan’s deep knowledge means he can help virtually every business monetize their products and services with digital payments.
Having seen trillions of dollars stranded in antiquated systems, Dan is very excited to partner with friends and colleagues to tackle Payments opportunities in exciting new ways.
After all that is YOUR working capital the other guys are leaving on the table.
Meet Mark Silverman, Executive Vice President of Clearly Financial
Experience and Expertise:
Mark spent years honing his Card skills as the Business development and Engagement manager at PayTech, a global commercial payments consulting firm providing direction to financial services providers and Fortune 1000 companies.
Mark also delivered game-changing sales effectiveness training and consulting services to several major U.S. and Canadian banks with Commercial card and Treasury Sales & Account Management teams. That led to his creation of Curriculum for the Partnering vs. Competing paradigm for FinTechs and banks in their ePayables portfolios across several U.S. bank Issuers.
Mark also led research projects for one of the leading payments Networks in Canada, providing the state-of-the-union of commercial payments in Canada and recommendations for the Network and their issuing banks to increase market share.
At the industry level Mark has performed card validation and analysis studies for large multinationals to examine current Bank provider relationships and Contract Terms and Conditions for the multinationals’ commercial card programs.
Mark has extensive Consulting and Growth experience helping companies unlock value from their Payables and Receivables through Card and digital payments. With a deep background in Corporate card and Purchasing card programs and technology, he has worked with several U.S. and International banks on engagements ranging from research to sales effectiveness, to navigating the FinTech space. Mark has been a conference chair at EuroFinance’s Commercial Payments International Global Summit and has moderated panels at several industry events including chairing and acting as panel moderator at PayExpo 2019 in London as well as the EuroFinance/CPI Global Middle Market Summit, in 2017.
Mark also spoke at the Institute of Commercial Payments Conference in Canada in 2016 on the global commercial payments landscape. The Institute (IOCPnow.com) is the successor to the hugely successful industry association formerly known as the NAPCP (National Association of Purchasing Card Professionals).