Mike Roberts

Mike Roberts Email and Phone Number

Manager Strategy and Insights @ Your Financial Wellness
Sydney, NSW, AU
Mike Roberts's Location
Greater Sydney Area, Australia
Mike Roberts's Contact Details

Mike Roberts personal email

n/a
About Mike Roberts

Mike has 30 years experience using his demographic and marketing background analysing customer behaviour within both large Banks and the Mutual Financial Sector. Mike developed an Industry wide behavioural data base for the Mutual Financial Sector from which he delivered strategic analysis and Insights to over 80 Mutual Institutions.Currently Head of Insights at YFW (Your Financial Wellness) which provides an online platform for users to articulate financial goals and financial details from which algorithms determine what financial literature a user needs to better meet their goals.Have developed a unique financial wellness database that provides at a user level socio demographics, a wellness score authenticated by UNSW, detailed financial behavioural data, as well as financial goals and aspirations.Insights are gained and used for strategic use in better understanding the drivers of financial wellness and reasons for stress.

Mike Roberts's Current Company Details
Your Financial Wellness

Your Financial Wellness

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Manager Strategy and Insights
Sydney, NSW, AU
Mike Roberts Work Experience Details
  • Your Financial Wellness
    Manager Strategy And Insights
    Your Financial Wellness
    Sydney, Nsw, Au
    View
  • Your Financial Wellness
    Manager Strategy & Insights
    Your Financial Wellness Sep 2017 - Present
    Sydney, Australia
    Mike uses his knowledge to ensure users maximise the value of data collected in helping deepen relationships between Mutual and members.
    View
  • Spark Corporate Pty Ltd
    Strategic Business Analyst
    Spark Corporate Pty Ltd Sep 2015 - Present
    Mlc Centre Sydney
    Analyse and present strategic insights on Mutual member behaviour.Insights underpin the use of Sparks sophisticated set of marketing and communication tools made available to subscribers.
    View
  • Cuscal Limited
    Senior Industry Advisor - (Mutual Finance Sector)
    Cuscal Limited 2010 - 2014
    Sydney, Australia
    Manage develop and analyse data in National Mutual Sector databasePresent strategic findings to various Mutual Marketing/Executive and Board committeesAnalyse and present behavioural insights and trends on Sector at various conferences
    View
  • Cuscal
    Senior Manager Analytics And Strategy
    Cuscal 1995 - 2010
    Cuscal
    Analyse customer data from all Aust CU's using a database that contains 3.1 million membersPresent strategic findings to individual CU's and to Industry forums
    View
  • State Bank Of Nsw
    Senior Database Marketing Analyst
    State Bank Of Nsw Nov 1993 - Nov 1995
    Sydney
    Developed and built customer databasesAnalysed customer behaviourProvided strategic advice on loan strategiesON due diligence team
    View
  • Westpac
    Manager Demographics
    Westpac 1983 - 1992
    View

Mike Roberts Skills

Strategy Analytics Banking Risk Management Stakeholder Management Governance Business Process Improvement Business Strategy Business Analysis Financial Risk Management Relationship Management Portfolio Management Financial Services Strategic Planning Financial Modeling Business Transformation Business Intelligence Business Relationship Management

Mike Roberts Education Details

Frequently Asked Questions about Mike Roberts

What company does Mike Roberts work for?

Mike Roberts works for Your Financial Wellness

What is Mike Roberts's role at the current company?

Mike Roberts's current role is Manager Strategy and Insights.

What is Mike Roberts's email address?

Mike Roberts's email address is wr****@****.net.au

What schools did Mike Roberts attend?

Mike Roberts attended Macquarie University, Macquarie University.

What skills is Mike Roberts known for?

Mike Roberts has skills like Strategy, Analytics, Banking, Risk Management, Stakeholder Management, Governance, Business Process Improvement, Business Strategy, Business Analysis, Financial Risk, Management, Relationship Management.

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