Katie Docherty

Energizer
DISC Type : I

Independent Consultant at Self-employed

United Kingdom

Overview

Katie Docherty is a senior financial services executive with extensive experience as both a COO and CIO. She specializes in regulatory change, digital transformation, and financial crime compliance, holding FCA approval for significant management functions (SMF24/SMF1). She holds a degree in Information Technology from the University of Paisley.

Her experience is rooted in aligning technology and risk with commercial priorities in banking and consumer finance, leveraging a background in large-scale IT consulting and operational resilience.

Personality Overview

Big Picture Person

Full Of Energy

Imaginative

They are always positive and upbeat, so take their promises with a pinch of salt.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Leveraging Technology
Views technology as a key enabler for strategic priorities, including simplification, operational efficiency, and leveraging partnerships for growth, as stated in her role as COO.
Financial Crime
Has deep expertise in financial crime compliance, including KYC and AML, a key accountability in her senior banking roles at institutions like HSBC.
Digital Transformation
Her career as a CIO and COO has focused on leading bank-wide IT transformation, data governance, and developing cyber-resilient operating models.

Media Appearances

Katie has no verified media appearances

Work History

3-2026
Independent Consultant at Self-employed
6-2021 - 11-2025
COO at Secure Trust Bank
11-2019 - 6-2021
Sabbatical at none
11-2016 - 11-2019
Retail Banking Chief Operating Officer Australia at HSBC
10-2014 - 11-2016
Chief Information Officer at HSBC

Education

1994 - 1998
Information Technology from University of Paisley

More Information

Social Presence :

Prographics :

Exp : 15 Location : United Kingdom Job Level : Mid-senior Designation : Independent Consultant at Self-employed
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Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Talk about their team and how your product will help them do things better and easier

DONT's

  • Avoid overloading them with too much detail
  • Don’t be too formal, focus on building comfort and trust
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Katie

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Katie move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Katie take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Katie

Personality Compatibility


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