Lisa W.

Lisa W. Email and Phone Number

Product Management | Artificial Intelligence | Data Storytelling I Business Planning @ BMO
toronto, ontario, canada
Lisa W.'s Location
Canada, Canada
About Lisa W.

Experienced Product and Marketing leader with over 10 years of experience in Financial Services industry.

Lisa W.'s Current Company Details
BMO

Bmo

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Product Management | Artificial Intelligence | Data Storytelling I Business Planning
toronto, ontario, canada
Website:
bmo.com
Employees:
42056
Lisa W. Work Experience Details
  • Bmo
    Group Product Manager, Home Financing
    Bmo Aug 2024 - Present
  • Cibc
    Senior Manager, Business Planning, Performance And Marketing Operations
    Cibc Sep 2018 - Aug 2024
    Toronto, Canada Area
    AchievementsDesigned a new dashboard to present insights from Credit Cards personalized engagement offer powered by Salesforce Marketing Cloud leading to 70% user adoptionOptimized Marketing budget of $120MM through annual planning and engaging Product leadersAwarded highest level Purpose awardResponsibilitiesCompile monthly KPI dashboard for senior leaders and consolidate product and marketing KPIs for prioritized product portfolios, driving insights and optimizing marketing plansLead headcount planning and forecast, effectively maintaining direct operating expense below planManage contract signing for vendors, ensuring third party risk are properly documented and assessedUpdate Marketing and Advertising policies in Canada and in US, ensuring CIBC complies with Advertising laws
  • Cibc
    Senior Product Manager, Home Financing And Lending Product
    Cibc May 2016 - Sep 2018
    Toronto, Ontario, Canada
    AchievementsSuccessfully launched the first inhouse financing optimization product, receiving high profile recognition from senior VP, directors of product management, and executivesLaunched a new pricing escalation database to manage daily escalations from frontline, improved average response time to escalation by 4 hours (from 8 hours to 4 hours SLA)Awarded quarterly achiever award for Simplii Financial digital bank rebrand project ResponsibilitiesLed pre-approved Acquisition and Limit Increase campaigns for Simplii Financial Personal Line of Credit products, acquiring new clients to the brand and driving revenue through existing clients engagement Recommended pricing authority change and mortgage renewal rate offers to senior leaders, ensuring rates stay competitive while margins are well maintainedCompiled reports on portfolio performance and frontline performance, providing portfolio insights to senior management and coaching opportunities for frontlineLed and supported multiple projects including Annual Mortgage Statement, RESL Record Compliance, Simplii Financial rebranding, and OSFI B20, ensuring business and regulatory requirements are met
  • Cibc
    Product Manager, Pricing And Portfolio Optimization, Products And Payments
    Cibc Feb 2013 - May 2016
    Toronto, Ontario
    AchievementsImplemented a pricing feature of payment product that drove 22MM annual revenue growth Awarded 5 quarterly achiever awards through pricing feature change projects and launching new channels to optimize GTM strategy for a credit product ResponsibilitiesDeveloped product roadmap for enhancing payment product features to drive revenue growthAnalyzed product success metrics, building pricing model and 5-year financial projections for payment products and revenue enhancing featuresPrioritized product requirements and scope, managed deliverable and project milestones for payment product pricing feature changeCollaborated with a cross-functional team of 15 project managers, business analysts, software engineers, risk analysts, sales, legal & compliance to successfully implement pricing change projects Identified gap and growth opportunities with cross-functional teams, documented customer pain points and conducted competitive analysis of payment product pricing featuresOptimized go-to-market (GTM) strategy for 9+ distribution channels to tap into existing customer base and drive higher usage of a credit product
  • Office Of The Superintendent Of Financial Institutions Canada
    Supervisor- Deposit Taking Group (Co-Op)
    Office Of The Superintendent Of Financial Institutions Canada May 2012 - Aug 2012
    Toronto, Canada Area
  • Royal Bank Of Canada
    Risk Analyst
    Royal Bank Of Canada Sep 2011 - Dec 2011
    Toronto, Canada Area

Lisa W. Education Details

Frequently Asked Questions about Lisa W.

What company does Lisa W. work for?

Lisa W. works for Bmo

What is Lisa W.'s role at the current company?

Lisa W.'s current role is Product Management | Artificial Intelligence | Data Storytelling I Business Planning.

What schools did Lisa W. attend?

Lisa W. attended Mcmaster University, Nottingham University Business School.

Who are Lisa W.'s colleagues?

Lisa W.'s colleagues are Madlen Wilmes, Hunter Adelson, Di (Lona) Yang, Mike Halliday, Rumila Gobin, Bryan Miller, Cfp®, Lewis Marshak.

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