Priscilla Couto Email & Phone Number

Canada

Business-Driven Transformation Projects:Document Management Program: Spearheaded a multi-year initiative to revamp the document management system by digitizing and organizing legal documents. Implemented a governance framework to enhance process efficiency, accessibility, and cost reduction.DocuSign Project Management: Served as the Subject Matter Expert (SME) for DLL’s DocuSign project. Streamlined templates and workflows to improve efficiency, reduce turnaround time, and ensure… Show more Business-Driven Transformation Projects:Document Management Program: Spearheaded a multi-year initiative to revamp the document management system by digitizing and organizing legal documents. Implemented a governance framework to enhance process efficiency, accessibility, and cost reduction.DocuSign Project Management: Served as the Subject Matter Expert (SME) for DLL’s DocuSign project. Streamlined templates and workflows to improve efficiency, reduce turnaround time, and ensure first-time-right accuracy. Managed account aspects and delivered extensive training to ensure smooth adoption.Project Lifecycle Management:Oversaw projects from initiation through to closure, employing Project Management methodologies and tools to achieve successful outcomes.Defining Project Scope and Deliverables:Collaborated with stakeholders to outline project scope, goals, and deliverables. Developed comprehensive project plans including objectives, benefits, scope, risks, budget, and milestones.Stakeholder Management:Managed complex projects with diverse stakeholders, business units, and locations. Fostered strong relationships with vendors, customers, and internal teams, addressing issues to ensure high satisfaction.Status Reporting and Tracking:Created regular status reports and updates using GANTT charts. Handled escalations, mitigated risks, and tracked progress with project portfolio management (PPM) tools.Lessons Learned and Methodology Development:Led lessons learned meetings, developed recommendations reports, and contributed to refining project management methodologies by adopting new tools and techniques.Communication and Interpersonal Skills:Demonstrated excellent communication skills in training stakeholders and managing project teams. Facilitated workshops and training sessions to ensure effective knowledge transfer. Show less

Burlington, Ontario, Canada

Business-Driven Transformation Projects: Spearheaded the "Bill 96 Project," driving digital and process improvements to comply with new regulations. Implemented system changes, including process mapping and redesign, to ensure regulatory alignment.Project Lifecycle Management: Oversaw the Bill 96 Project from start to finish, applying Project Management methodologies and tools.Defining Project Scope: Collaborated with stakeholders to define project scope and goals. Developed… Show more Business-Driven Transformation Projects: Spearheaded the "Bill 96 Project," driving digital and process improvements to comply with new regulations. Implemented system changes, including process mapping and redesign, to ensure regulatory alignment.Project Lifecycle Management: Oversaw the Bill 96 Project from start to finish, applying Project Management methodologies and tools.Defining Project Scope: Collaborated with stakeholders to define project scope and goals. Developed project plans outlining objectives, benefits, scope, risks, assumptions, dependencies, team structure, and milestones.Stakeholder Management: Managed projects involving diverse stakeholders and locations. Fostered strong relationships with customers and internal teams, ensuring clear communication and resolving issues to maintain 100% satisfaction.Status Reporting: Generated regular status reports, managed escalations, and mitigated risks. Utilized project portfolio management (PPM) tools for tracking progress and providing accurate updates.Lessons Learned and Methodology Development: Conducted lessons learned meetings, creating recommendations reports. Contributed to refining project management methodologies by integrating new tools and best practices.Communication and Interpersonal Skills: Demonstrated strong communication abilities in training stakeholders, managing team roles, and facilitating workshops for feedback and lessons learned.Business Analysis and Documentation: Identified opportunities for process simplification and standardization. Refined user stories, supported UAT, updated SOPs, and assisted with platforms like Rapport and DocuSign.Customer Experience: Maintained positive relationships with customers, and member, addressing complaints to ensure high satisfaction.Accomplishments: Honored as a "Game Changer" on the Innovation Team, "CX Ambassador" and "CX Game Facilitator" for Customer Experience, and awarded a Gold Medal as "CX Survey Ambassador" for Canada. Show less

Burlington, Ontario, Canada

Business-Driven Transformation Projects: Led process improvement and digital transformation initiatives within Sales Support. Managed requirements documentation, prioritized backlogs, and drove impactful changes.Project Lifecycle Management: Directed projects from initiation to closure using Project Management methodologies and tools. Ensured successful planning, execution, and delivery.Defining Project Scope and Deliverables: Worked with stakeholders to define project goals and… Show more Business-Driven Transformation Projects: Led process improvement and digital transformation initiatives within Sales Support. Managed requirements documentation, prioritized backlogs, and drove impactful changes.Project Lifecycle Management: Directed projects from initiation to closure using Project Management methodologies and tools. Ensured successful planning, execution, and delivery.Defining Project Scope and Deliverables: Worked with stakeholders to define project goals and deliverables. Created detailed plans covering objectives, risks, budget, and milestones.Stakeholder Management: Managed complex projects involving multiple units and locations. Built strong relationships with vendors, customers, and internal teams, addressing issues to ensure high satisfaction.Status Reporting and Financial Tracking: Produced status reports with GANTT charts, tracked financials, and managed risks using project portfolio management (PPM) tools.Lessons Learned and Methodology Development: Conducted lessons learned meetings and improved project methodologies by integrating new tools and practices.Communication and Interpersonal Skills: Provided training and managed team roles effectively. Acted as an SME for Salesforce, DocuSign, and mid-office databases.Customer Experience: Represented Sales Support, managed service tickets, and ensured high customer satisfaction.Accomplishments: Recognized as “Game Changer” on the Innovation Team and “CX Ambassador” and “CX Game Facilitator” for Customer Experience. Show less

Oakville, Ontario, Canada

Business Analysis: Worked with business to learn new proprietary and third-party platforms such as CART, Infolease 9, Rapport, Infolease 10, Mosaic, DocuSign, and UX Pressia.Data Analysis: Managed and administered data for dealers' contact information.Documentation and Training: Created and updated dashboards, prepared security registrations, negotiated documentation, and implemented ideas to improve team performance.Operations: Ensured accuracy of lease and loan… Show more Business Analysis: Worked with business to learn new proprietary and third-party platforms such as CART, Infolease 9, Rapport, Infolease 10, Mosaic, DocuSign, and UX Pressia.Data Analysis: Managed and administered data for dealers' contact information.Documentation and Training: Created and updated dashboards, prepared security registrations, negotiated documentation, and implemented ideas to improve team performance.Operations: Ensured accuracy of lease and loan security documentation, liaised with insurance brokers, adhered to credit authorizations and corporate policies, managed booking and funding processes, achieved KPIs and SLAs, and conducted audit reviews.Customer Experience: Developed and maintained positive relationships with vendors, customers, and co-workers, and handled customer complaints to maintain 100% satisfaction.Accomplishments: Volunteered for the Innovation Team, became a CX Game Facilitator, participated in DLL CX Master Class, contributed to office opening preparations, tested new learning platforms, facilitated workshops, and served on the DLL Canada Wellness committee. Show less

Mississauga, On

Platform Expertise: Collaborated with business units to gain proficiency in proprietary and third-party platforms, including CitiDirect, Citi FT, GL Canada, Citi Velocity, SDR System, RBC Express, and Crediton. Utilized these platforms to enhance business operations and support data-driven decision-making.Data Management and Reporting: Administered and managed customer data, creating detailed reports to convert raw data into actionable insights. Developed and recommended solutions for… Show more Platform Expertise: Collaborated with business units to gain proficiency in proprietary and third-party platforms, including CitiDirect, Citi FT, GL Canada, Citi Velocity, SDR System, RBC Express, and Crediton. Utilized these platforms to enhance business operations and support data-driven decision-making.Data Management and Reporting: Administered and managed customer data, creating detailed reports to convert raw data into actionable insights. Developed and recommended solutions for data-related issues to improve business processes and outcomes.Process Improvement and Training: Updated and refined processes and procedures to align with best practices. Trained team members on new procedures and controls, identified problem areas, and developed improved documentation to enhance operational efficiency.Transaction Processing and Workflow Enhancement: Identified, investigated, reported, and resolved outstanding aging items. Recorded daily management information system (MIS) data and implemented workflow improvements to streamline operations. Processed and validated daily transactions, ensuring compliance and effective control over daily processes.Client Inquiry Management: Addressed and responded to client inquiries related to all cash products, ensuring prompt and accurate resolution of issues to maintain high levels of customer satisfaction. Show less

Mississauga, On

Fund Launch and Implementation: Partnered with the implementation team to manage new fund launches, ensuring their timely setup in MPower. Executed comprehensive fund migration, merger, and conversion processes for both new and existing clients, optimizing fund management and integration.

Vancouver, Bc

Account Transfer Management: Expertly managed and analyzed data related to RRSP and TFSA account transfers, ensuring accurate and efficient processing. Leveraged data insights to streamline workflows and improve transfer accuracy.Training and Process Development: Developed and delivered training programs for new hires on account transfer processes. Created and implemented advanced data administration controls using sophisticated spreadsheet techniques to enhance data integrity and… Show more Account Transfer Management: Expertly managed and analyzed data related to RRSP and TFSA account transfers, ensuring accurate and efficient processing. Leveraged data insights to streamline workflows and improve transfer accuracy.Training and Process Development: Developed and delivered training programs for new hires on account transfer processes. Created and implemented advanced data administration controls using sophisticated spreadsheet techniques to enhance data integrity and process efficiency.High-Volume Transaction Processing: Efficiently processed high-volume transactions with precision and timeliness. Prioritized tasks effectively to meet critical deadlines and maintain operational efficiency.Customer Relationship Management: Fostered positive business relationships by promptly addressing and resolving customer issues. Ensured accurate document filing and timely error notifications to uphold high standards of service and customer satisfaction. Show less

São Paulo Area, Brazil

Business-Driven Transformation Projects: Spearheaded transformation projects by collaborating with stakeholders and technologists to translate business needs into effective technical solutions. Managed projects through all phases of implementation, focusing on process improvement and digital transformation. Coordinated activities to meet project goals and adhere to standards, liaising with third-party companies for CRM research and online meeting projects.Data-Driven Insights: Provided… Show more Business-Driven Transformation Projects: Spearheaded transformation projects by collaborating with stakeholders and technologists to translate business needs into effective technical solutions. Managed projects through all phases of implementation, focusing on process improvement and digital transformation. Coordinated activities to meet project goals and adhere to standards, liaising with third-party companies for CRM research and online meeting projects.Data-Driven Insights: Provided comprehensive analysis and reporting to support business growth initiatives. Prepared and presented technical reports for directors and the CEO, analyzing data and trends to inform strategic decisions.Process Mapping and Improvement: Mapped operational processes, recommended and implemented controls, and authored improved procedures. Facilitated knowledge transfer and training for operational teams, asset managers, and customers on new systems, ensuring effective adoption and use.Communication and Interpersonal Skills: Demonstrated excellent written and verbal communication skills in training project stakeholders and managing team roles. Facilitated workshops and knowledge transfer sessions to ensure clarity and successful implementation of new systems and processes. Show less

São Paulo Area, Brazil

Data Analysis:Conducted comprehensive quantitative and qualitative analyses of customer data to identify trends, measure performance, and uncover business opportunities. Leveraged online industry data for deeper insights.Analyzed in-house investment funds, producing ad-hoc analyses and peer group comparison reports to support the Sales Team.Semi-automated reporting processes in Excel by developing VB Script macros to streamline data extraction from databases.Customer Service… Show more Data Analysis:Conducted comprehensive quantitative and qualitative analyses of customer data to identify trends, measure performance, and uncover business opportunities. Leveraged online industry data for deeper insights.Analyzed in-house investment funds, producing ad-hoc analyses and peer group comparison reports to support the Sales Team.Semi-automated reporting processes in Excel by developing VB Script macros to streamline data extraction from databases.Customer Service / Relationship Management / Sales:Enhanced relationships with key distributors, including Asset Management, Wealth Management, major Private Banks, Independent Financial Advisors, and Family Offices.Maintained up-to-date knowledge of economic and market trends to provide customers with relevant, current information.Managed customer prospecting and retention efforts, aimed at driving new business opportunities and expanding existing relationships. Show less

São Paulo Area, Brazil

Data Analysis:Developed custom spreadsheets for tracking daily trades and managing customer interactions and onboarding processes.Designed and implemented queries to generate daily trade reports for asset managers and monthly reports for customers.Operations:Supported daily back-office and middle-office operations by inputting trades (Equities, Futures, FX, Rates, FI/Derivatives) into the administration system and acting as the prime broker contact for… Show more Data Analysis:Developed custom spreadsheets for tracking daily trades and managing customer interactions and onboarding processes.Designed and implemented queries to generate daily trade reports for asset managers and monthly reports for customers.Operations:Supported daily back-office and middle-office operations by inputting trades (Equities, Futures, FX, Rates, FI/Derivatives) into the administration system and acting as the prime broker contact for settlements.Monitored exposure and risk measures for managed funds, adhering to best practice risk management principles and ensuring compliance with regulations and company policies.Collaborated closely with back-office teams to ensure accurate trade execution and processing, while working with the Trading Desk to secure liquidity and mitigate risks.Managed gross-to-net deductions (rebates) for customer contracts.Customer Service / Relationship Management / Sales:Oversaw middle-office sales activities, including managing subscriptions and redemptions, documentation, KYC, conference calls, reports, and rebate payments to distributors.Strengthened relationships with private and corporate investors and distributors, focusing on prospecting and maintaining customer accounts. Show less

São Paulo Area, Brazil

Rio De Janeiro Area, Brazil