Anni Dai Email and Phone Number

- Product Innovation: Participated in a full product lifecycle which aims to integrate an Open API feature into banking digital platform to provide better personal finance management service and significantly improved customer experience- End-to-End Product Development Activities: Carried out competitive and comparative analysis; involved internal stakeholders such as in-house IT and compliance; coordinated teams from different disciplines to develop products; engaged in UI/UX design to optimize user experience; liaised with vendors/ fintech startups/ engineers for detail implementation; conducted pre-launch user acceptance testing and post-launch periodical performance review- Product Data Analysis: Collected and analyzed data to structure product reports on current investment products performance and market comparison to generate optimal strategies and provide strategic insights in response to bank’s demand of digital transformation- Research on Futuristic Fintech Innovation: Conducted market research and developed analysis on potential new products such as Robo-Advisor, Online Brokerage Platform and Virtual Banks to meet market demands and provide insights to executives in fueling decision-making, leveraging research such as Gartner, Statista and etc. - Fintech Innovation Strategy Development: Initiated 2 innovated cases for Hong Kong Monetary Authority Fintech Supervisory Sandbox regarding cross-border financial service, with the use of technology such as blockchain and machine learning which improved the market share of CCBA in digital banking service within Greater Bay Area

Fintech Graduate Trainee Program @ Innovation Lab

- Performed industry research on the infrastructure sector by gathering relevant data of over 100 listed companies from both primary and secondary markets; assisted in the preparation of materials to help partners facilitate discussions with clients - Conducted financial due diligence in spreadsheet format to aid engagement manager investigation by providing financial analysis, commentary and insights on clients’ potential acquisition targets- Reviewed debt agreements and extracted key terms which have a financial impact on the target company's operations and on the client's commercial negotiations with the sellers- Awarded 1st place for the case competition: Provided feasible strategies and recommendations by determining Tesla's current position and solving the main barriers to entry through three aspects

- Managed VAT invoice and verified the taxpayer type in the Asia-Pacific region by using Excel and GFIS to synthesize data to help consolidate company financials- Compared the total amount of VAT data in the tax system of tax authorities with the one in the company's system to assist in finishing the tax declaration at the end of each month- Assisted the Director in testing of the company's new data system