Mark Levitan Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Money lending re-imagined

Toronto, Ontario

Specializing in the financial services industry, offering senior and management consulting services ranging from strategy development to business and digital transformation to change management. Past and current clients include Canadian financial institutions, monoline lenders and Fintech companies. Representative successes include:Strategy Driver: Developed and executed major strategic initiatives for mid-market Canadian banks to help organizations diversify distribution risk, increase in/organic, drive leading edge sales & marketing initiatives and penetrate new channels within their existing lending businesses.Visionary and Innovator: Provided mid-market banks with comprehensive strategy, guidance and resourcing regarding their overarching digital transformation strategy, specifically, product and sales development and management for challenger bank models, need for agile transformation, and insights into potential impacts and opportunities of emerging trends (such as Open Banking) on their business.Transformational Approach: Developed business and digital transformation frameworks, recommendations and implementation plan for a mid-market financial institution with the objective to align business operations to its digital transformation goals (including agile transformation and use of emerging technologies).Entrepreneurial Approach: Collaboration with a Canadian FinTech for development of its digital strategy that serves to be the anchor which will guide the organization from inception to launch, specifically, to assist in strategy, business modeling and execution and product positioning.Recent consulting engagements include:• Developed and executed business and digital transformation frameworks, recommendations and implementation plans for a mid tier FSI.• Provided a mid-tier Canadian bank with comprehensive strategy and guidance for its digital transformation strategy (mobile and online models, digital lending and experience).

Toronto, Ontario, Canada

Deloitte, one of Canada’s leading professional services firms, provides audit, tax, consulting and financial advisory services. Deloitte collaborates with businesses and entrepreneurs to help them grow and thrive through every milestone. As an independent consultant with Deloitte Mid Market, past and current clients include Canadian financial institutions, Fintechs and non-for profit organizations. Recent consulting engagements include:• Provide advisory services, including thought leadership to financial institution executives on strategic initiatives ranging from business and digital transformation to impacts of emerging trends to organic and inorganic growth opportunities (including partnerships).• Development of best practices and procedures that promote solutions to financial institutions based on capabilities, insights and emerging trends in the Canadian landscape.• Collaboration with a Canadian FinTech for development of its digital strategy that serves to be the anchor which will guide the organization from inception to launch, specifically, to assist in strategy, business modeling and execution and product positioning.• Provided a Canadian financial institution with comprehensive product and marketing strategy guidance, specifically, formulation and advice for renewed product management strategies, techniques and tools to transform the product and marketing group to better compete towards its future, digital organizational goals. • Consulted with a non-for-profit charitable organization to revamp business strategies including, digital and operational transformation to support long-term objectives of the organization.

Toronto

Toronto, Canada Area

Toronto, Canada Area