Angelo Lombardi Email and Phone Number

Management consulting services for major Insurance and Bancassurance groups. Main projects include: 2017 - 2018 (Milano): Modular Offer - Major Insurance PlayerOffer innovation through the creation of the concept of a new modular and highly flexible product:- product concept (coverages, features and operating rules, discount/ value sharing options)- Customer Experience guidelines- definition of the operating model through drafting of the main processes and requirements2017 (Mantova-Siena-Firenze): Customer Journey - Bank playerInnovation of the bancassurance target model and redefinition of the Customer/ Branch operator experience through the full integration of all physical and digital touchpoints:- analysis of the AS IS Customer Journey and identification of the main strengths and weaknesses- organization and management of focus groups and workshops with the main stakeholders- scouting and presentation of some "Innovation Pills" from the market’s best practices- design of the new Digital Customer Journey in a multichannel perspective- identification and prioritization of a set of initiatives in support to the new Customer Journey- definition of the evolutionary roadmap2014-2016 (Verona) Direct Multichannel Model - Main Italian Insurance company- support in the model definition of the Direct Multichannel Platform (multichannel model that allows both the Branch Operator and the final Customer to have the same user experience and a unique view of the Customer data through a new CRM)- support in all the project activities (definition of the product catalogue, marketing campaigns, optimization of processes, redesign of all documents)- drafting of business requirements- management and monitoring of the overall project plan- management of Change Management and roll-out activities

2013-2014 (Torino) Project Management of the Strategic Plan 2013-2015 - Intern. Insurance group- support in planning and execution of the activities defined in the Strategic Plan- realization of toolkits to supervise the activities- production of deliverables aimed to present/examine the topics of the project- overall budget management- production and update of the Business Cases related to each single project stream2013 (Milano): Launch of Motor Bancassurance - Insurance Italian player - definition of the offering model (targeting and selling proposition, product, additional services, commissioning)- market benchmarks- definition of the service model and multichannel integration services- business processes design and business requirements definition (pre-sale and post-sale)

Auditing:- Check validity and reliability of Financial Statement information through collection of audit evidence- Check matching with trial balance - Bank reconciliations- Perform alternative procedures