Lisa W. Email and Phone Number
Experienced Product and Marketing leader with over 10 years of experience in Financial Services industry.
-
Group Product Manager, Home FinancingBmo Aug 2024 - Present -
Senior Manager, Business Planning, Performance And Marketing OperationsCibc Sep 2018 - Aug 2024Toronto, Canada AreaAchievementsDesigned 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 -
Senior Product Manager, Home Financing And Lending ProductCibc May 2016 - Sep 2018Toronto, Ontario, CanadaAchievementsSuccessfully 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 -
Product Manager, Pricing And Portfolio Optimization, Products And PaymentsCibc Feb 2013 - May 2016Toronto, OntarioAchievementsImplemented 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 -
Supervisor- Deposit Taking Group (Co-Op)Office Of The Superintendent Of Financial Institutions Canada May 2012 - Aug 2012Toronto, Canada Area -
Risk AnalystRoyal Bank Of Canada Sep 2011 - Dec 2011Toronto, Canada Area
Lisa W. Education Details
-
Master Of Business Administration - Mba -
Honours Bachelor Of Arts
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.
Not the Lisa W. you were looking for?
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial