As the Senior Vice President of AI Strategy at IntouchCX, Roy is committed to integrating state-of-the-art AI technologies into every facet of the company's operations. His role is centered on crafting and executing a progressive AI strategy, fostering an environment of innovation, and ensuring the seamless integration of AI solutions across all departments. Roy's expertise is vital in leveraging AI to catalyze significant growth, boost efficiency, and transform the customer experience, all while strictly adhering to the highest ethical and legal standards in AI deployment.

MAAIP supports Manitoba’s AI community, collaborates with industry, liaises with government, and advocates for AI innovation, education, and ethical practices in the region.

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Head of Growth: I ran, led and owned Autocorp's Growth Initiatives and managed the Growth Team where we rapidly built and tested new products and rev lines, created new strategic partnerships, ran deep funnel revenue optimization, ran market research and market testing, optimized our current products through data-driven testing and analysis, set up and manage the sales and marketing analytics, planes and execute product tweaks and built out and optimize new marketing funnels.I sat on the Executive Team and work to foster and solidify a growth mentality into every aspect of the business and to ensure our short, medium and long-term growth goals where met, as well as with the product team for rolling out and scaling the growth teams MVPs into actual revenue-generating tech.Capital Raising: I was also the leader of the Investment Team at Autocorp, and was responsible for everything from lining up calls with VCs and other investors, running pitches, creating advanced financial models and forecasts, and negotiating term sheets.

Decreased the digital acquisition costs by over 90% by setting up growth channels correctly for proper targeting/optimization and deep funnel optimization. This enabled a new B2B model to be successful and since replicated with various other major insurance companies.Orchestrated the purchase of Carrot Rewards, and then the subsequent organization, summarization, and accessibility of all the valuable assets of the company to maximize its value, enabling the rebirth and relaunch of the company. Created and launched a viral waitlist campaign that added over 500,000 Canadians to the Carrot waitlist in only 8 weeks and 1.4 million in only 5 months, perhaps the largest wait-list campaign ever executed ever in Canada.Led the development of another entirely new revenue line for Optimity based around high quality, high intent, automated lead generation and sales to Financial Advisors and Insurance Agents.

Corporate Strategy – Worked with the CEO, our Investors, and our Board, on what priorities of the company needed to be, based on the resources available to us. Executed strategic projects, which included conducting sensitive research, financial and operational analysis, structuring solutions, developing frameworks, identifying growth opportunities, preparing board presentations, providing thought leadership and using hypothesis-driven approaches to solve complex problems, while landing numerous new strategic sales. Growth - Led the ‘Skunk Works’ projects - Built and rapidly tested new channels of acquisition, new business models, owned our deep funnel revenue optimization, developed new product lines, new marketing approaches, as well as the acquisition of Carrot Rewards. Partnerships and Business Development - Established and executed large partnership deals - Worked the corporate ladders of the largest Insurance companies in the world to set up and execute deals with the top executives and their teams, navigating the various corporate frameworks and hurdles in order to get deals over the finish line. International Expansion – Lead the team that established and set up revenue producing partnership deals in 6 different countries. Worked on all aspects of the deals in order to overcome the huge legal / compliance, financial, and technical hurdles to needed to go live. Pitching Investors – Identified many of the investors that funded Planswell and its growth. Researched and discovered potential new VCs, PE funds and individual investors, executing initial calls and pitches. Constructed the pitch decks and modeled the financials and forecasts. Actively pitched new investors selling the vision, bringing in the required executive team members needed to close the investment when needed. Creating, modifying any required terms sheets and investment materials required by both parties in order to close various rounds of financing.

Tridus, a platform to automate all of the work of financial advisors and their staff, allowing them to work entirely paperlessly and without the need of a physical office space, freeing them up to focus their time on maintaining relationships, and building new ones.• Built a competent team from scratch as a startup company• Website design, promotion, and content creation• Application prototyping• Business Opps such as the incorporation of the business, setting up legal frameworks, cap table management, investor relations, public relations.

• Team Training: Instructed advisory teams on how to run their business more efficiently through the implementation of better processes and technology, studying how hundreds of advisors and their staff run their businesses and the roadblocks that stop them from performing at a higher level.• Presentations: Provided regular branch presentations to present updates of what head office was up to.• Product Design: Helped Head Office design new applications for Advisors and Staff, taking into account feedback on business relevance, strategy and benefits.• Training: Facilitated training of best practices, trained and coached Advisors and their teams on relevant tasks and business applications regarding our tech which include: Account Admin, Portfolio Management, Trading, Client Relationship Management, Wealth Management and Business Development tools.• Worked on various ‘special team’ initiatives and projects such as new automation tools and resources for Advisors, which were rolling out nationally.• Helped trained teams that managed over 10 billion dollars combined.

• Worked within a team that managed over 500 million in assets during the financial crisis and its subsequent recovery. Got to see the value that a strong dedicated team provides to their clients and how prudent financial planning and asset management is so important to clients and their families in the long run.• Built various tools in Excel and VBA to automate the advisor’s tasks. Some of these tools I built or worked on were used nationwide.• Conducted and summarized research on various portfolio companies.• Facilitated client's needs, helping transfer funds, reporting on their holdings, running projections on their asset accumulation and deaccumulation, helping set up trust and tax-efficient accounts.