Michael B. Email and Phone Number
I am a seasoned professional specializing in digital transformation within the financial services sector. My expertise lies in leveraging cloud technologies and AI to enhance customer experiences.
Salesforce
View- Website:
- salesforce.com
- Employees:
- 46706
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Lead Solution Engineer - Financial ServicesSalesforce Jan 2024 - PresentZurich, Switzerland• Helping customers digitally transform their business as trusted technical advisor• Pre-Sales Consulting / Solution Engineering / Customer Engineering with a focus on banking• Meeting with potential customers to understand their business and goals and deliver exciting technical solutions• Acting as a translator, taking complex challenges and offering solutions that are easy for anyone to understand• Creating unique and interesting demos and presenting them to customers• Enthusiastic for industry trends in financial services, evangelism, and public speaking• EMEA Solution Engineering Banking Industry Champion -
Senior Solution Engineer - Financial ServicesSalesforce Jan 2022 - Feb 2024Zürich, Schweiz -
Director | Digital Product Manager | Banking Products - Product DevelopmentUbs Mar 2021 - Dec 2021Zürich Und Umgebung• Guided several digital initiatives to success as program lead & strategist• Responsible for significant IT budget and >60 FTEs in the program organization• Designed a strategy, vision, business case, market roadmap, and UX for an innovative digital product together with clients and senior management• >50’000 prospects converted to UBS clients using the digital journey I worked on• Led two teams’ (15 FTEs) transition to agile working as scrum master• Nominated to UBS Key Talent Program -
Associate Director | Digital Product Manager | Banking Products - Strategy & InnovationUbs Mar 2019 - Mar 2021Zürich Und Umgebung, Schweiz• Responsible for significant IT budget and >20 FTEs in two development teams• Designed and implemented a large strategic basic banking product initiative• The online journey I worked on led to a +10% increase in product sales• Held “Design Thinking” classes to >200 UBS employees• Showcased self-built prototypes to the Executive Committee• Founded community of practice focused on improving user experience• Nominated to UBS Key Talent Program -
Authorized Officer | Digital Product Manager | Banking Products - Strategy & InnovationUbs Mar 2017 - Mar 2019Zürich Area, Switzerland• Engineered the logic and user journey for a Basic Banking digital initiative• Delivered the digital product as a Journey Strategist and Capability Owner• Secured significant IT development budget by conducting a branch pilot with >100 clients in four locations• User-tested the product in the UBS User Experience lab with retail clients -
Graduate Talent Program | Asset Management - Equity SpecialistUbs Nov 2016 - Mar 2017Zürich Und Umgebung, Schweiz• Streamlined presentations and reporting through Excel and VBA macros for enhanced efficiency• Assisted equities team with market research and addressing client, advisor, & manager requests -
Graduate Talent Program | Banking Products - Business Development - PricingUbs Mar 2016 - Oct 2016Zürich Und Umgebung, Schweiz• New product design, including business case and pricing model development• Crafting presentations for senior management and cross-divisional collaboration• Validation of business cases across UBS divisions, including Wealth Management and Corporate/Institutional Clients -
Investment Banking | Mergers & AcquisitionsHoulihan Lokey Jul 2014 - Sep 2014Frankfurt Am Main Und Umgebung, Deutschland• Formerly Altium Capital• Created pitch presentations and conducted market research focused on the technology sector• Developed and refined corporate valuation models -
Wealth ManagementUnicredit May 2013 - Aug 2013Hamburg• Development of complex individual investment solutions and presentations for individuals or families, including a pitch presentation for a German High Net Worth Individual which resulted in a six-figure increase in assets under management• Invited to UniCredit Student Network for high performing interns (awarded to fewer than 10% of interns)
Michael B. Education Details
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Accounting And Finance -
Cas Eth In Applied Information Technology -
Executive Certificate In Strategy And Innovation -
Kelley School Of Business - Mba Exchange Student -
Business Administration
Frequently Asked Questions about Michael B.
What company does Michael B. work for?
Michael B. works for Salesforce
What is Michael B.'s role at the current company?
Michael B.'s current role is Lead Solution Engineer - Financial Services at Salesforce.
What schools did Michael B. attend?
Michael B. attended Universität St.gallen - Hochschule Für Wirtschafts-, Rechts- Und Sozialwissenschaften, Eth Zürich, Massachusetts Institute Of Technology, Indiana University Bloomington, Universität Hamburg.
Who are Michael B.'s colleagues?
Michael B.'s colleagues are Akash Tyagi, Rashmi Somani, Jackie B Barnett, Wendy Anderson, Nick Hitchcock, Juliana Brites, Ali Jarosch.
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