Frank Biasi Email & Phone Number

• Head, US Banks Technology Strategy
• Designed and implemented strategic roadmapping process for use across US Banks; included strategic three-year roadmap definition, creation of supporting business cases, and prioritization framework that defined.
• Established and maintained correlated US Banks technology strategy that reflects defined strategic priorities, critical risk considerations, and key platform enablers to achieve business objectives.
• Established and maintained technology delivery roadmaps across the US Banks organization.
• Collaborated with Technology organization to define governance process that ensures proper monitoring of budgeted initiatives and ongoing alignment of resources to Bank business strategy.
• Formed US Banks process optimization working group focused on defining efficiency opportunities leveraging gen and non-gen Artificial Intelligence (AI) tools. Head, Value Based Pricing

Greater New York City Area

• Client executive for a key Wealth Management client focused on enabling their strategy using proprietary insights and industry trends. Emphasis on realization of business value through improved Financial Advisor.
• Recommended key enablers to encourage team-based model adoption by Financial Advisors using a large-scale user insights effort.
• Leveraged user insights for the creation of FA behavioral segments for use to increase organizational change adoption through improved engagement.
• Drove the definition of a new platform for Financial Advisor sales enablement, focused on demonstrating the key value drivers for clients and prospects.
• Responsible for client relationship profit & loss management; focused on client engagement and revenue expansion leveraging North Highland’s strategy, core consulting, and delivery offerings.
• Established, socialized, and drove internal account strategy for third largest client in North Highland; included introducing key insights while translating opportunity for overall account team.

• Head, Field Partnerships  2012 – 2014Established relationships with wealth management leadership to facilitate inclusion of UBS emerging affluent center into Financial Advisors’ business models.
• Promoted new client acquisition to the WAC by facilitating internal partnership with the wealth management retail business resulting increase of over 20k clients.
• Developed business case and executed on strategies to capitalize on alternate sources of client acquisition.
• Analyzed business performance results based on indicators of business risk and communicated results to senior management and field leadership.Program Manager, Pricing  2009 – 2012Established strategy and tactics to.
• Prepared for and executed one on one sessions with Financial Advisors to discuss pricing opportunities and value proposition strategies.
• Recorded Advisor and Field Leadership feedback to evolve pricing engagement strategies.

Acted as a senior manager for the implementation of the Kintera product for a number of non-profit organizations. Kintera is a leading software product company dedicated to helping non-profit organizations fulfill their mission by providing Knowledge Interaction technology to build vibrant communities of supporters, beneficiaries and staff.

IconNicholson is a pioneer in providing IT professional services firm to a range of industries. Focus is on helping companies gain long-term value by developing solutions that maximize both digital and RFID technologies to build stronger business and customer relationships. Worked as the primary point person for client engagements.

Primary experience focused on the definition and delivery of web centric systems to allow for process efficiencies in multiple lines of business. Defined next generation system development methodology that resulted in higher satisfaction and fewer defects in systems delivered to end users.

Edison, NJ

Financial Technologies International is a global software provider of Enterprise Data Management (EDM) solutions. Acted as a project manager for various implementations of the proprietary tools.

Concero, Inc. was a professional services organization that specialized in the delivery of content management solutions for clients in various industries. Primary responsibilities included definition of requirements and day-to-day management of implementation of content management platform.

Weehawken, NJ

Primary experience related to driving the definition of technology requirements focused on delivery of web centric solutions increasing Advisor efficiency.

Primary experience involved the implementation of the standard system development methodology employed by Accenture. This included the design, development, and implementation of both functional and technical system requirements for various web-based solutions within multiple industries.

Bs, Finance

Ms, Information Management

Bachelor Of Science - Bs, Finance, General, 3.4

Bachelor Of Science - Bs, Finance, General