Lucy Li Email and Phone Number

As a Senior Advisor to financial services industry clients, I work with some of the largest banks in Canada and the U.S. I advise banking executives on emerging technology trends such as GenAI, and how to create tangible business value and deliver impact on P&L from their digital investment. My extended focus areas include new product development (e.g., embedded finance, supply chain finance / procure-to-pay) and co-innovation.

Developed and implemented key pillars of an omni-channel distribution strategy to transform and optimize the efficiency of our entire digital (online and mobile apps) and physical distribution network with over 1200 retail locations and call centres across Canada.Experience with large-scale complex programs and agile implementation.

Led the development and execution of national, cross-industry growth strategies and critical business initiatives for Commercial Banking. Spearheaded new Supply Chain Finance product development and the vision of a digitally integrated procure-to-pay solution. Designed the target operating model and led a cross-enterprise team to complete product design and pricing, sales model, operational processes, technology integration and legal & regulatory requirements. Partnered with Technology to configure and deploy a new digital platform for clients and operations.

Accountable for setting the strategic direction for one of the largest client portfolios - Manufacturing, Wholesale and Logistics (Supply Chain). I am passionate about how we can support Canadian business clients in growing their companies and in adopting digital solutions to compete globally. My growth strategy focused on innovative levers and set the vision for RBC Go Global, RBC Go Digital programs, and a new Supply Chain Finance business. Daily responsibilities included managing portfolio performance, trend analysis and financials, and working with over 200 sales leaders and commercial relationship managers across Canada to align the sales focus with strategic priorities. Established new strategic partnerships and collaborated with industry leaders including the Canadian Manufacturers and Exporters (CME); Food, Health and Consumer Products (FHCP); and NGen Canadian Advanced Manufacturing Supercluster.

Supported senior executives in creating annual Board presentation of corporate strategy to the Board of Directors.Conducted external market and competitor analysis; global market entry assessment (multiple business units); and new complex product strategy related to retirement investment

Specialized in Target Operating Model design that translates strategy into execution roadmap, for large scale multi-year transformational programs; delivered recommendations on operational improvement (across people, process, data and technology); business cases development; and organizational capability assessment. Sector coverage: public sector services, financial services and transportation.

Led the Ivey school consulting team to deliver a Market Entry Strategy for Volvo Construction Equipment USA and the Chinese joint venture SDLG for launching a new brand and line of new construction equipment products in US and Canada; strategy informed and supported the product launch in 2013.Strategy addressed market sizing; sales forecasting; logistics planning, distribution (dealership) model; pricing; product branding, marketing and promotion.

As the business rep, led the successful launch of HSBC Mobile Banking app for Small Business in 2011, working with global Technology teams in Asia and local software development team in Canada.Represented HSBC Canada and collaborated with global product owners across multiple continents, to create a mobile product roadmap for HSBC mobile.Created digital channel strategy and roadmap for HSBC Canada Small Business.Led a global project to improve accuracy and efficiency of P&L revenue reporting for HSBC Group global Commercial Banking.

Provided advice and support to clients in outsourcing vendor contract management and negotiation; corporate strategic planning (Board of Directors); business process redesign; change management; and business requirements analysis for enterprise technology implementation.Sector coverage: government, not-for-profit, manufacturing and retail.

Demonstrated strong capability to manage stakeholders and resolve problems in a cross-functional, cross-cultural team.Managed website content and executed strategy for AXA IM global site, working with Global Marketing and Communications teams across Europe; As liaison between UK-based IT team, Paris-based project team and Global E-Business team;coordinated and delivered a major Content Management System (CMS) upgrade project on schedule and on budget, impacting thirteen European websites;Delivered training to Senior Marketing and Communications managers across six European offices.