Michael Lanz Email & Phone Number

Toronto, ON, CA

Greater Toronto Area Metropolitan Area

• Deliver business and technology management services to Clients from Fortune 500 companies to dynamic smaller businesses in various industries.
• Implement and enhance practical CRM and related Cloud App solutions to align with sales and customer service operations, leveraging expertise gained through numerous successful multi-platform project engagements.
• Specialized Financial Services, FinTech and InsurTech industry expertise delivering business, technology, and compliance practice management services to Canadian Independent Financial Advisors and Agencies.
• Compliance consulting includes AML and Privacy program creation, risk assessments, disclosure and privacy consent tools, plus training aligned with government and industry best practices.
• Roles include; Business and Technology Advisory, Customer Success, Sales and Service Operations Management, Project Management, Compliance Management, Business Analysis, Research, Technical Writing, Training.

Ajax, Ontario, Canada

• Develop business strategy and lead general operations for sales support, client service, administration, and technology solutions.
• Cultivate relationships with partner firms, life insurance carriers, and investment wholesalers.
• Design business process workflows and enhance related IT infrastructure, including CRM platform, Microsoft Office 365 Exchange and SharePoint applications, financial planning SW, remote collaboration/meeting tools, and.
• Implement and manage compliance programs to exceed regulatory requirements, including anti money laundering, privacy, and agent disclosures.

Toronto, Canada Area

• Specialized in Salesforce.com Platform and related Cloud App solution delivery in collaboration with international peers, partners, and clients at all corporate levels.
• Partnered in the execution of full-cycle CRM implementation and enhancement projects leveraging tools including Google G Suite and Atlassian JIRA, and involving cloud technology platform, business process, and.
• Techno functional responsibilities: customer success management, project management, business analysis, requirements definition, solution design, app configuration, testing, data mapping and migration, technical.

Toronto, Ontario, Canada

• Defined strategy direction and develop operations within independent financial services firm providing tax, asset management, and estate planning solutions to high net worth families and corporate clients.
• Recruited, trained, and managed staff while leading sales, service, administration, and technology operations.
• Directed business infrastructure enhancements through implementation of CRM and Portfolio Management applications, business workflow automation, and strategic partnership development.
• Adopted and updated compliance regimes in accordance with industry regulatory requirements.

Toronto, Canada Area

• Managed projects to enhance client engagement processes and technology solutions with a team of top producing life insurance and investment advisors, sponsored by and in partnership with a leading Managing General.
• Implemented advisor CRM and Financial Planning software, plus earned recognition as an expert in several proprietary financial planning methodologies and software applications.
• Delivered “Para-planner” consulting services including reviews of advisor clients’ insurance and investment financial documents, and the production of financial planning software models.
• Created sales engagement, marketing, and compliance form templates for advisor team use.
• Engaged in recruiting, training, and coaching high performing sales support team members.

Toronto, Canada Area

• Directed projects to expand financial advisor and sales support team capabilities within a high performing life insurance and wealth planning agency.
• CRM system administration including successful migration to Microsoft CRM Cloud based solution.
• Financial “Paraplanner” responsibilities including creation of financial models and projections for clients, applying expert knowledge of several specialized financial planning systems.
• Leadership responsibilities included training admin team members, workflow planning, and performance coaching.
• Developed and adopted compliance regimes for consistent adherence to industry requirements.

San Francisco Bay Area

• Led and collaborated with international project teams comprised of internal personnel and suppliers/vendors, and customers; consulting through all project phases on global enterprise tech implementation initiatives.
• Worked in Canada, USA, and Europe on high visibility CRM project engagements within cross-functional global business units, developing effective mission-critical support operations relied upon by 2,000+ users worldwide.
• Partnered in revamping entire international services and parts logistics/supply chain program model to create global operational efficiencies and consistencies, while expanding customer service capabilities and.
• Recognized with global CRM project “Valued Contributor” Award.

Toronto, Canada Area

• Developed dynamic Canadian professional services operations for customer success including; field service, help-desk, support contract sales/renewals, customer education, marketing, and service parts logistics.
• Led team of national service parts logistics personnel to achieve 95%+ on-time service levels.
• Managed supplier partnerships, including establishing cutting-edge 3rd party service parts logistics programs with leading global logistics vendors.
• Cultivated loyal customer relationships and exceptional satisfaction survey ratings during technical field support of a broad portfolio of 3D graphics, super-computing, video rendering, mass storage and high-speed.

Toronto, Canada Area

• Managed national customer service account relationships to achieve industry leading satisfaction survey results.
• Performed installation and technical maintenance services on a broad range of technical computing systems in multiple industries.
• Led Canada service parts logistics operations to achieve both high parts availability levels and inventory turns.

Certificate, Logistics Management

Certificate, Service Logistics Management

Dilploma, Computer Maintenance Technology