Brian Koch Email & Phone Number

Scottsdale, Az, Us

San Francisco, California, Us

Create and implement end-to-end, best in class, digital client onboarding experience forcommercial clients. Establish short- and long-term roadmaps for entity and account/productonboarding workflows. Ensure alignment with Legal, Risk, Compliance, and Product priorities.Synthesize customer pain point research into end-to-end user journey maps by client segment.Selected Achievements: Conceptualized, presented, and gained approval for best in-class vision of clientonboarding strategic plan:o Created foundational building blocks comprised of Content ManagementSystem, dedicated client onboarding database, data-driven, dynamic logic clientUI, and end-to-end client user journey.o Strategy is now incorporated into multi-year roadmaps and meeting decks toshare vision with key stakeholders and executive management team.

Santa Clara, Ca, Us

Developed 3-year product roadmaps, partnering with business units for platform expansionrequirements, ensuring platform alignment with all regulatory and compliance changes, leadingusability studies, and ensuring successful launches of platform enhancements and productadditions. Collaborated with Business Analysis, Design, Development, Marketing, Fraud, Legal,Compliance, and Testing partners to ensure successful product roadmap execution. Oversawplatform alignment with regulatory initiatives including CDD and GDPR. Headed integration ofclient onboarding platform with downstream applications to create internal efficiencies.Managed KPI reporting and analysis. Partnered with Product Support on client onboardingtraining needs for bank users, and with Application Support and client onboard platform userson material production issues. Collaborated with Bank Relationship Advisors for user feedbacksolicitation and enhancement recommendations.Selected Achievements: Headed launch of organization’s first all-digital commercial client onboarding platform. Transitioned 500 internal users to 2nd generation digital client onboarding platformincluding training, communications, and product guide creation as Go to Market (GTM)Lead. Aligned functionality and product offerings across client segments to determinestrongest fit and highest priorities for access to platform.

San Francisco, California, Us

Led product management for locator tools and internal search across mobile and desktopplatforms supporting 8,000+ branches and 13,000+ ATMs. Headed multi-year productroadmaps, competitive landscape assessments, web performance analysis, major toolenhancements, regular product maintenance, and business-side support of production issues.Partnered with LOB and SEO teammates to develop optimization strategies for improvinginternal search rankings of site pages.Selected Achievements: Served as lead Product Manager for redesign of main branch / ATM locator tool for 3rdmost highly traffickedpage on WellsFargo.com. Launched initiative to upgrade internal search engine with vendor-based product forpublic and authenticated sites.

Liaised between the Strategy and Product Implementation teams to advance processes andtimelines to launch MyLowe’s program.Selected Achievements: Created 18-month, cross-channel roadmaps for Inspire and Design Agile area.Developed high-level epic requirements from prioritized strategic initiatives for handoffto concepting teams. Partnered with Cross-Channel User Experience team to map current and proposed stateuser environments. Created requirements and concept maps to agile implementationpods for sizing, user story, development, and implementation.

San Francisco, California, Us

Advanced online sales capabilities and improved conversion rates across key products includingproactive and reactive chat, multi-channel, multi-platform product selection tools, andretirement planning tools. Developed 3-year online road maps and strategies. Created businesscases quantifying financial and non-financial benefits for site improvements. Managed onlinechat program across WellsFargo.com enterprise including functionality socialization, ROIanalysis, vendor management, and program governance. Evaluated software solutions includingthird party service providers and vendors for online sales tools.Selected Achievements: Led complex online planning and product selection tool initiative for Retirement Groupto increase application start and completion rates. Increased average product recommendation click rates by 20% via partnership withOptimost to perform multivariate testing on financial planning and productrecommendation tools to boost tool start, complete, and conversion rates.

London, Gb

Led business planning for website analytics, online application reporting and analysis, mortgageindustry benchmark reporting, executive dashboard creation, and business case development.Analyzed and reported online application KPIs against annual plan. Managed e-commerceprojects to automate executive management reports using Actuate and Cognos. Developed andmanaged interactive executive dashboards to track key online performance metrics acrossbranches.Selected Achievements: Created and presented business case for proposed $3 million automated onlineunderwriting tool for mortgage brokers.

B.S., Real Estate Management

Mba, Business Administration (Concentration: Finance)