Alliances & Partnerships

Fintech Partnering;  Loyalty & Rewards Programmes Strategic Alliances & Co-operative Models

Channels

ATMs;  Branches & Stores;  Contact Centres;  External Services;  Internet Channels;  Mobile Device Channels;  Third Party Sellers

Commercial/Retail Products & Services

Cards;  Credit Products;  Customer Incentives;  Deposits;  Insurance;  Investments;  Merchant Services;  Mobile Wallets & Money;  Payments

Data

Data Analytics;  Data Privacy

Digital Adoption

Digital Proficiency Support;  Digital Uptake Marketing;  Digital User Experience

Enterprise IT

APIs;  Core IT Systems;  Disaster Recovery Planning;  Technology Outsourcing

I realize all this will be replaced by different text, but I thought I’d start with something.

Banking – Global Top 50 – Scotiabank, TD, TD Europe​

  • Accountable for Scotia International Online, ATM and Mobile Banking channels. Strategy development, roadmaps and delivery of a $100 million state-of-the-art digital platform (multi-year, country, regulatory, currency, language, device and segment).

  • Led a design team that delivered the customer/user experience for Scotiabank’s International Retail Banking platforms (e.g. Branch Sales Platform, Non-Branch Sales Force Tablet, ATMs, Online and Mobile Banking, etc.).
    • This target operating model platform consisted of a new simple and easy to use Customer Experience Design, Content Management, Web Analytics, Device Agnostic Adaptive Design, Web Services (SOA and BaaS), Customer Interaction Manager, Sales Application private cloud infrastructure, talk and chat.

  • Fulfilled Digital channels mandate to increase online sales, multi-channel leads, customer retention and grow the customer base
    • Full P & L responsibility for sales, marketing and operations. Sales revenue grew from $6 million to $30 million p.a. for Visa, mortgages, chequing and savings accounts.

  • Built and launched a digital bank within 18 months that was fully integrated into the existing brokerage business. Grew new accounts by 30,000 and deposits by $30 million in the first 6 months

Enterprise Management & Operational Processes

Business Continuity Planning;  Business Line Profitability;  Change Management;  Communications & Content Strategy;  Enterprise Governance;  Process Optimization;  Programme/Project Management;  Sales & Service;  Transformational Strategy

Mergers, Acquisitions & Integration

Channel Integration;  Customer Retention;  Divestments;  Due Diligence;  M&A Opportunity Identification;  Product Integration;  Technology Integration

Risk & Compliance

AML, CFT, KYC;  Fraud & Security;  Identity & Authentication;  Monitoring & Reporting

Teaching & Training

1-5 Day Intensives;  Individual or Small Group Coaching;  Manuals & Toolkits;  On-line Help Programmes;  Seminars

I realize all this will be replaced by different text, but I thought I’d start with something.

Banking – Global Top 50 – Scotiabank, TD, TD Europe​

  • Accountable for Scotia International Online, ATM and Mobile Banking channels. Strategy development, roadmaps and delivery of a $100 million state-of-the-art digital platform (multi-year, country, regulatory, currency, language, device and segment).

  • Led a design team that delivered the customer/user experience for Scotiabank’s International Retail Banking platforms (e.g. Branch Sales Platform, Non-Branch Sales Force Tablet, ATMs, Online and Mobile Banking, etc.).
    • This target operating model platform consisted of a new simple and easy to use Customer Experience Design, Content Management, Web Analytics, Device Agnostic Adaptive Design, Web Services (SOA and BaaS), Customer Interaction Manager, Sales Application private cloud infrastructure, talk and chat.

  • Fulfilled Digital channels mandate to increase online sales, multi-channel leads, customer retention and grow the customer base
    • Full P & L responsibility for sales, marketing and operations. Sales revenue grew from $6 million to $30 million p.a. for Visa, mortgages, chequing and savings accounts.

  • Built and launched a digital bank within 18 months that was fully integrated into the existing brokerage business. Grew new accounts by 30,000 and deposits by $30 million in the first 6 months

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