Eric Mcconnell Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

-Responsible for reporting on the Canadian wealth industry, including market share results and trends within the mutual fund, ETF, and segregated fund product categories-Developed several enhancements to quarterly market share reporting to better contextualize and rationalize industry and key competitor sales results-Delivered several ad hoc research/analysis to business leaders to support strategies and decision making in areas such as mortgages, CSV lending, and private investment counsels -Evaluated vendors for a competitive intelligence sharing platform and constructed a recommendation -Presented a new competitive intelligence sharing platform to the business via a live webinar that included over 100 head office participants -Supported 300+ stakeholders in business units including Marketing, Product, and Sales

Toronto, Canada Area

-Tracked competitor tactics including promotional activity, new product/service launches, advertising campaigns, and other brand activities. I then leveraged the data to create customized dashboards to support the decision-making of key Tangerine stakeholders-Reported on industry trends with perspectives on the future ramifications for Tangerine's competitive positioning in a weekly newsletter that was disseminated to various key stakeholders in the bank, including members of the executive committee-Managed and promoted an internal employee competitor data sharing program, including spearheading a communication refresh with updated poster, screensaver, and corporate TV spot designs. My initiatives, over the period of January 2016 to October 2016, increased the intelligence program's submissions by 86% and social media engagement (KPI: likes) by 174%, year-over-year-Documented competitor deposit and mortgage rates on a weekly basis and utilized the data for providing historical and forecasted competitor rates to an external vendor for use in supporting Tangerine's dynamic deposit pricing strategy

Toronto, Canada Area

Conducted user acceptance testing, as part of a workplace secondment, on major projects including dPOI (new client onboarding process), the Tangerine Credit Card Phase 1 launch (product launch), and MEVO (transformational contact centre project consisting of several service innovations including secure live chat and biometric voice validation).Tasks included executing test cases, identifying and documenting defects, and classifying defects based on severity/user impact. Coordinated with software developers to refine defect descriptions and assist in identifying problematic areas. Coordinated with business analysts to further define and gain clarity on business requirements.

Toronto

Communicated Tangerine's product benefits, offered financial/savings advice, and explained policy, processes, and procedures to clients. Average Monthly Statistics:Percentage-to-Target: 142% (i.e. 42% over sales target)Sales: 184.33 Percentage of Calls with a Sale: 23% Quality Score: 85%First-Call-Resolution: 85.67%Cumulative Client Retention (over 4 month period): $5MM

Toronto, Ontario

Supported the research of Dr. Brynn Winegard by collecting, synthesizing, and summarizing academic articles in the field of knowledge management and the emerging field of "neuromanagement."