Kerry Waters Email and Phone Number

Integrated performance, transformation and health coaching enabling individual and organisational success through a people/wellbeing centric lens. 30 years + experience in delivering corporate and banking transformation and a personal burnout recovery journey achieved as below:Corporate mental health coach.Meditation and mindfulness teacher.Breathwork and cold therapy coach.Personalty diversity coach.Currently supporting Smart Automation Services as integrated transformation lead (incorporating internal wellbeing coaching)

I am a fully accredited meditation teacher/coach, corporate mental health facilitator and breathwork & cold exposure instructor. Driven by my own life experience, I help individuals adopt these practices to safeguard and improve their wellbeing through effective stress management . At this time, I only provide these services to my existing organisation (SMART Automation Services Limited) and to public individuals outside of business hours.

I lead the advisory and customer success teams within Digiworkz focused upon the development of our transform with effectiveness service offerings and integration with Nexus.I lead and own delivery of our consultancy services, leveraging collective intelligence and super team effectiveness, helping complex organisations embed human centric transformation capabilities to achieve success at scale. I

Senior intelligent automation programme manager, change management lead and management consultant. Responsible for the delivery of end client (FS and large corporate) strategic intelligent automation capability programmes. Stand up and management of end client and internal change management function and portfolio.Intelligent Automation Programme Lead (end client programmes including business division component of HSBC programme post Capco (see HSBC entry below below - JV between Capco and SMART Automation).Responsible for the design & implementation of an automation transformation capability, digital workforce and centre of excellence (CoE) across multiple end clients including; set up and management of all programmatics/PMO, operating model, staff training and mentoring, best practice design, roadmap creation, technology infrastructure, cross functional/global resource management, budget management, process automation project planning and management, cross matrix stakeholder management to C-suite level. Change Management Lead.Set up and lead out a robust change management function ensure transparency and control of programme and project delivery across multiple client and internal initiatives. This included the set up of governance overseeing programme prioritisation, risk management, capacity planning and KPI’s assuring commercial and client success factors are met. Day to day line management of global change management teams and member of leadership team reporting to MD.Intelligent Automation Agile Lead.Designed and owned the adoption of an agile delivery methodology for automation as a standard framework for client and internal programme/projects within the organisation. Scope included creation of methodology design principles, artefacts, and integration with programme/project tooling. I trained internal and end client teams (including C- suite stake holders) in readiness for adoption.

Responsible for the design & implementation of a global Digital Workforce capability across HSBC Operations and business divisions, via Robotics Process Automation (RPA), Digitisation, Workflow & AI tooling. Stand up of four digital operations centre’s providing Intelligent automation tooling to global operations, business divisions and support functions including robotics process automation, workflow, digitisation and AI across global services centre’s in India, China, US/Mexico and Krakow and regional centre's in EMEA.Creation of bank wide RPA CoE incuding ROM, RPA training and mentoring, design principles & best practice, delivery methodology, process discovery, governance framework, RPA product & technology support, product development and operational readiness, portfolio management.• Delivery of circa 900 digital workers across global operations & multiple lines of business, executing 86 processes and 20m transactions per month. $24m benefit target realised 2017>2019 via the digital workforce.Design & implementation of RPA run services function, responsible for RPA production supportDefine & embed strategies for RPA, workflow, digitisation and AIProduced & implemented automation roadmap.Designed & delivered digital operations capability build.Produced automation tool kit and product catalogue.Designed & implemented agile RPA delivery lifecycle.Delivered technology infrastructure and support requirement via engagement with global and divisional technology partners.Created and managed programmatics including organisation, governance framework, delivery strategy, planning, CTB investment, programme budget management, vendor management and procurement, RTB annual operating plans. Status reporting and change control.Remote management of cross functional global teams spanning front office including operations, legal, compliance, credit, finance and risk. 10 direct/>200 indirect reports. Cross matrix stakeholder management to ExCo/MD level.

Responsible for the design & delivery of the ICB ring fencing derivatives operating model within commercial & private banking (CPB).• Design & validation of high level derivatives operating principles.• Design & validation of front to back derivatives operating model & customer Journey.• Provide design assurance for compliance with PRA rulings & commercial viability. • Production of derivatives ICB roadmap and implementation plan; identifying key milestones, risks, issues and dependencies.• Ensure CPB customer & business impacts are identified and assessed across the front to back operating model.• Ensure PRA compliant outcomes are achieved across CPB (ring fenced bank) and the non ring fenced bank organisational entities in relation to various components of the operating model including: Commercial/revenue Share, collateral management, derivatives pricing model, transactional FX processing, operational continuity, customer onboarding & financial crime, fixed interest loans, controls & polices, agency re-modelling, working across the ring fence.• Produce high level requirement specifications supporting CPB adoption of the go forward ring fenced model for the portfolio of initiatives (as outlined above). • Delivery & implementation of all subsequent change initiatives to organisation, systems, and processes required to implement the ring fenced model.• Creation of the ICB derivatives programme portfolio, plan and governance framework managing the CPB derivatives requirements, utilising P3M methodology. • Design & agree a dependency management model with related programmes and Technology. • Stakeholder & issue management to ExCo level across CPB and related franchises.• Preparation of PRA responses and reporting of programme status to central ICB governance.

Senior Programme lead responsible for the scoping & delivery of multiple Transformation streams. These where supporting a CEO priority bank wide programme set up to achieve the Bank’s strategy for being Number 1 for customer trust, service and advocacy in the UK, specifically addressing the Customer Onboarding Service via customer, cost & control levers.Key Responsibilities:Design & Delivery of Customer Onboarding Transformation Roadmap (CIB & CPB; top end Corporate & FI’s Sector)• Design & delivery of the transformational Onboarding journey for Large Corporate customers & FI’s. Leveraging external customer insight, franchise Channels strategies, risk appetite and market innovations. Developed the optimal onboarding process from sales through to fulfillment for the top end corporate customers across the Commercial & Private and Corporate and Investment Banking franchises. Remit includes the delivery of tactical & early strategic technology, process and operating model improvements throughout the end to end Onboarding journey..Data & Documentation Simplification Programme• Responsible for the delivery of the Data Rationalisation & Simplification Roadmap, reducing and simplifying the scale of documentation currently required to onboard customers and optimising use of master data Design & Delivery of Bank Wide Customer Onboarding MI• Responsible for the design & implementation of standardised Customer based MI and reporting dashboards• Secured executive sponsorship in each core franchise for the transition to a consistent MI and reporting framework, informing strategic decisioning at Bank CEO Customer Committee

Accountable for the Leadership, definition, delivery and execution of the IB and Markets Operations Change agenda & programme portfolio within EMEA. Responsible for the design & delivery of implementation plans supporting the IB Operations component of strategic business plans Key Responsibilities • Accountable for the initiation and delivery of all change initiatives within the Markets & IB portfolios in EMEA. Coverage includes Cash & Payments, Trade, Lending (Banking Operations and Commercial), Markets and Global Client Services projects impacting a network of 20 countries.• Actively support the EMEA Operations leadership team in defining their strategic regional agenda and I responded to group, divisional and business led strategic directives, ensuring there is cohesion between the visions.• Worked hands-on with the countries, IB, Markets, Group Operations and IBS&O to ensure that the change portfolio is managed on a cross regional and cross divisional basis in order to mitigate and manage related risks issues and dependencies efficiently.• Ensured that all programmes and projects within the Markets & IB portfolio have appropriate and effective governance structures assuring financial & benefit control yet sufficient agility to respond to changing organisational and customer needs.• Provided clear leadership, encouraging my team to embrace and display Our Values. Help them to better identify their contribution to optimising Customer Experience, via a non customer facing role