Felicia Meyerowitz Singh Email and Phone Number
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The golden thread throughout my career is being able to cut through complexity, driving execution and growth. This includes Digital product and platform delivery for clients and strategic partnerships, within complex regulations and streamlining operating models. My career has included corporate and start-up growth with the ability to work in multiple environments. I am a financial services, open finance and wealth market specialist, working in an FCA regulated environment, with fast-moving technology changes, and multiple international markets. I have led award-winning and market leading product growth within prior fintech /wealthtech roles including start-up Chief Executive Officer, MD and corporate Chief Operating Officer, Chief Financial Officer. Highly successful growth, digital transformation, TOM, and product management expertise and organic strategies have scaled businesses and increased revenue and margins. These roles have delivered key partner and client relationships and built long-term revenue generating distribution channels. Both in corporate and startups I have been supported by outstanding teams and peer groups, drawing on collective experience delivering growth, innovation and in finance and distribution. This includes a deep knowledge of financial services across payments regulation/PSD2, CASS, ICOBS, BICOBS - which enables keeping pace with market demand and delivery of propositions to key FS relationships. My leadership style works within a framework of freedom, based on strong controls, governance and checks and balances to drive commercial strategy.I am passionate about the intersection of commerce and innovation facilitating positive societal change, and support under-represented founders with Hive Founders, and senior leaders with Open51 driving change in open finance. Other ventures including TedxEuston's inspiring African stories, reflect this experience and commitment.In my recent experience as CEO/MD, I work with enterprises including banks, wealth platforms, IFAs, insurers, delivering platform solutions leveraging multiple data sources. Prior to that within roles at Howden, Alexander Forbes and Primary Group, I managed operations, transformation and product, across multi-million pound projects in Chief Operating Officer / CFO and distribution roles. I focus on a client-centric approach to digital disruption and change supported by data innovation, working with strong partners, internal and external stakeholders and team relationships.To find out more, please get in touch.
Platform One
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Non Executive DirectorPlatform One Apr 2023 - PresentPlatform One - an intuitive wrap platform provider for IFAs both in the UK and Internationally. Manage your clients with our wrap platform or license our leading market technology. Platform One is an FCA regulated investment platform for wealth managers, financial advisers and their retail clients, both in the UK and Offshore. We're a growing player in the FinTech space. Our platform focuses on exceptional user experience and intuitive technology, also providing our clients with access to a wide range of financial products and services.Over the past two years, the company more than doubled its assets and is continuing to experience exponential growth. With a focus on technology, we offer clients multiple packages, including managed services, SaaS and white-labelling, licensing, and more. -
Co-Founder, Board AdviserEngage Smarter Jul 2023 - PresentLondon, GbEngage Smarter is a conversational AI Fintech startup which bridges the financial guidance gap, particularly for segments underserved by insurers, banks, and pension funds. Our mission is for our technology and AI to have the widest impact where financial institutions can deploy our product to enable their customers make better financial decisions. We launched in the UK, and are backed by a UK Government grant, in addition to initial client revenues and founder investment. Our AI can be deployed globally as we scale. Engage Smarter's initial AI product, an Expert AI Chatbot, is focused on being an automated advisor to consumers making decisions on their pension, followed by ISA and investment guidance. This covers multiple different moments at which consumers need guidance such as – changing employer, changing contributions, at retirement. The AI Chatbot provides accurate financial guidance and support for customers, making financial advice more accessible and affordable for a significantly larger number of people, and includes human moderation amongst our guardrails. Our mission to close the financial guidance gap combines automated financial guidance tools with AI, with intelligent and reliable guidance at a much lower cost for FIs across all sizes. Our tech has already evidenced that our AI Agents outperform human agents. Read more about the ES AI Agent results performing better than humans: https://mattgosden.medium.com/trial-results-show-that-ai-answers-financial-queries-better-than-humans-6df77bbcab31If you would like additional information about AI hallucinations and our approach to mitigating against the risk of LLMs producing incorrect results, review further https://mattgosden.medium.com/reducing-hallucinations-in-language-ai-systems-5ac02606577This is a topic about which myself and the team are passionate. Please get in touch felicia@engagesmarter.ai to find out more. -
Fintech Ned, Board Adviser | Growth | Innovation | Banking | Wealth | Ceo |Cco, MdModelex Solutions Dec 2021 - PresentNED, Board adviser, MD tothe wealth sector and a portfolio of market leading fintech and wealthtech startups, with Open banking, open data focus and exploring new opportunities in financial services and high-growth organisations including below. Director, Co-founder - Womankind Ventures: We believe the only way to fund more women-led companies is to have more women deploying capital. Our mission is to reduce the barriers to entry for investment and give more women investors the opportunity to invest in this asset class. Our partner organisation, Hive Founders, provides exceptional women-led, high-growth deal flow. We provide the pathway to enable more investors to tap into these deals.MD, Board Adviser (2023): Compare Investments Group Limited - Compareandinvest.co.uk and Comparetheplatform.co.uk are exciting brands in the tech market providing leading investment platform comparison tools for consumers and advisers. Founded in 2019 and recently spun out of Fundscape, we’ve been helping investors make informed decisions based on functionality, service and price
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Non-Executive DirectorWomankind Ventures Mar 2023 - PresentFemale Founders need investment. Womankind Ventures: created so that more women can launch and grow their startups with proper funding and huge community support. Join us: https://www.hivefounders.net/womankind-ventures -
Managing Director - Strategic RelationshipsFnz Group Apr 2022 - Mar 2023London, Gb -
Ceo | Cash Marketplaces | Digital Savings Platform | Fintech Innovation & GovernanceAkonihub Oct 2016 - Dec 2021London, England, GbAs founder/CEO of Akoni, a fintech start-up, we worked with businesses and partners/distribution partners on embedded finance solutions in the wealth/retail sectors and corporate/SME and non-profit markets. I focused on wealth sector distribution and growth with specialist product solutions. The platform is award-winning at the forefront of innovation and disruption. The product provided wealth partners/financial institutions a digital transformational digital cash treasury management product, that helps customers increase their returns on cash, through a simple and easy to use platform delivered via API or white label branded portal. The platform leverages multiple data sources increasing returns and provided tools for wealth managers including cash-flow planning, fully digital and frictionless AML/KYC, delivered by the innovative technology and roadmap deployment. The platform is API first, and white labels to the wealth sector, banks and insurers for increasing income and we utilised a wide range of data in our product roadmap including Open banking, open finance, public and semi public data and ongoing review of ESG/ impact data. I worked closely with enterprise and B2B clients and partners on market solutions with multiple internal and external stakeholders. Banks, Customers and partners utilising the cash management product benefit from:- Increased returns on a neglected asset, cash. - Personalised and client centric cash planner, prompts, embedded within an advice/investment process, monitoring performance, streamlined user journey for advisers and clients- Deep data and analytics relating to liquidity and book performance- Portfolios with optimal products, per client governance- Risk management with leading rating providersThe Akoni team leveraged innovation and financial services experience (FCA/ INSAID). I led the team delivering disruption, and a deep knowledge of the wealth sector and key financial services relationships. -
Consultant | Finance | Financial Services| Wealth Sector Programme Management And StructureMaresfield Consulting Dec 2015 - 2017Specialised wealth sector product and solutions and struture. I set up Maresfield Consulting to work with a large UK wealth platform, to which I provided structure and governance advice and roadmap management and delivery with the team in relation to large-scale market and client transformation project.
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Co-Founder | Partnerships And Growth | Affinity Groups | Strategy | Product InnovationAlumni Union 2015 - 2017In 2015, I co-founded Alumni Union focusing on growing partnerships and product. Alumni Union offers an innovative affinity group which coordinates discounted deals for universities and their alumni clubs, as well as working with the markets on the back end to structure discounted deals to offer the membership, including cheap health insurance, access to priority pass lounges, discounted travel and other products. I resigned from the board to focus on the development of my fintech start-up, Akoni.
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Chief Operating Officer | Finance, Operations Growth | Transformation | Digital Platforms |Howden - Specialist Insurance Brokers 2014 - 2014London, London, GbHowden is a high growth global broking group operating in 30 countries and backed by General Atlantic. As interim COO my role focussed on Transformation projects, M&A integration and onboarding of new team acquisitions, involving long-term programmes and projects as well as smaller 5 projects within 6 months. In addition to managing BAU operations including negotiation and restructuring of a 3 year multi-million premium finance contract; and the development and customization of several digital platforms to launch new market products. -
Director | Esg Product Management | Affinity Channels | Digital Micro-Savings | Mobile DistributionSkysure Solutions 2011 - 2014I set up Skysure in 2011 to offer consulting and advisory services - specialising in innovations in the savings and insurance market in India. Together with my team of consultants, I provided strategy, ESG financial product consulting for social impact innovative affinity product launches (mobile and healthcare); launching bank affinity products; micro-savings; elder care and medi-health with a complex set of stakeholders.In line with my long-standing interest and commitment to supporting the development of emerging markets, I also consulted with Sa-Dhan, a microfinance association of 251 organisations across 21 states in India – providing guidance and support on both microfinance and microinsurance over a three year period.
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Executive Director & Cfo | Finance | Operations | Digital Platforms | TransformationPrimary Group 2006 - 2011UsBringing my team from Alexander Forbes, in 2006 I set up a specialist brokerage business together with a team for the Lloyd’s and London markets, Prime Professions (backed by Primary Group) – to serve an SME and corporate client-base. The role was dual faceted: responsible for Finance/Operations at Prime Professions and at Monument UK (rebranded PGIS). Monument included a transformation relating to legacy systems, operations and procedures. Through strategic fund-raising and balance sheet restructuring, with regulatory & Inland Revenue approval, we were subsequently successful in selling the business to Willis, now part of Willis Towers Watson, a leading global advisory, broking and solutions company. At the same time as I was growing Prime Professions, Primary Group asked me to take on the role of finance director for one of their other businesses – Primary Group Intermediary Services (PGIS) –primarily to deal with a transformation and turn-around situation and management of significant amounts of Client Money, business process and systems. -
Finance & Executive Director | Insurance | Savings Products | Digital Distribution | Client MoneyAlexander Forbes 2000 - 2006Sandown, Gauteng, ZaIn 2000, I was recruited by my former PwC partner and mentor, to join Alexander Forbes in London, to develop a newly acquired insurance services division. Multiple programmes and Projects managed over this period included the delivery of direct marketing campaigns for consumer savings products, the development of a digital platform for cross-class, cross-market quoting with key insurance markets, implementation of new SME systems, streamlining of business procedures, management of legacy Client Money operations with multiple complex counterparties within a broader business change programmes, processes and accounting functions.During the last few years of this role my focus changed to the professional risk side of the business, where I built a team that I subsequently left with to start a specialist brokerage firm in the Lloyd’s and London market. -
Head Of Retail | Structured Products | Affiliate Distribution | White Label MarketingCorpcapital Bank 1999 - 2000During this role, I was able to broaden my knowledge and experience of innovative products available at that time within financial services, and honed my direct marketing expertise through managing a range of complex financial offerings sold by direct marketing and on a white label basis.
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Manager & Management Consultant | Financial Services | Mobile NetworksPricewaterhousecoopers (Pwc) 1996 - 1999GbI qualified with PwC while working within the firm’s management consultancy division, primarily serving various financial institutions and mobile networks, during a time of exponential growth in South Africa.During my time at PwC I gained invaluable grounding in accounting practices, professional standards and ethics within the financial services sector, as well as the practice of understanding and then meeting the unique needs of each client.
Felicia Meyerowitz Singh Skills
Felicia Meyerowitz Singh Education Details
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London Business SchoolStrategic Marketing -
University Of South Africa/Universiteit Van Suid-AfrikaAccounting Science And Associated Subjects -
University Of South Africa/Universiteit Van Suid-AfrikaInformation Systems (Distinction) And Accounting -
The South African Institute Of Chartered Accountants (Saica)Chartered Accountancy And Finance
Frequently Asked Questions about Felicia Meyerowitz Singh
What company does Felicia Meyerowitz Singh work for?
Felicia Meyerowitz Singh works for Platform One
What is Felicia Meyerowitz Singh's role at the current company?
Felicia Meyerowitz Singh's current role is NED, Founder & CEO, MD | Growth Strategy | Wealth Fintech | Innovation | Banking, Insurance Governance | Innovate Finance Powerlist, Everywoman in Tech Winner.
What is Felicia Meyerowitz Singh's email address?
Felicia Meyerowitz Singh's email address is fm****@****o.co.uk
What schools did Felicia Meyerowitz Singh attend?
Felicia Meyerowitz Singh attended London Business School, University Of South Africa/universiteit Van Suid-Afrika, University Of South Africa/universiteit Van Suid-Afrika, The South African Institute Of Chartered Accountants (Saica).
What are some of Felicia Meyerowitz Singh's interests?
Felicia Meyerowitz Singh has interest in Children, Economic Empowerment, Civil Rights And Social Action, Education, Poverty Alleviation, Science And Technology, Human Rights, Health.
What skills is Felicia Meyerowitz Singh known for?
Felicia Meyerowitz Singh has skills like Insurance, Marketing, Management Consulting, Direct Marketing, Business Strategy, Operations Management, Finance, Venture Capital, Business Analysis, Consulting, Segmentation, Corporate Finance.
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