Combinding over 22 years of industry experience with her tenure at Microsoft, Rebecca leads the Capital Markets team for Microsoft ANZ, overseeing teams that engage, support and innovate with Superannuation, Asset, and Wealth Management firms across the country."I truly believe that every Australian should be able to have a dignified, secure retirement as well as access help, guidance and financial advice for their financial wellbeing. Australia punches above our weight in terms of the… Show more Combinding over 22 years of industry experience with her tenure at Microsoft, Rebecca leads the Capital Markets team for Microsoft ANZ, overseeing teams that engage, support and innovate with Superannuation, Asset, and Wealth Management firms across the country."I truly believe that every Australian should be able to have a dignified, secure retirement as well as access help, guidance and financial advice for their financial wellbeing. Australia punches above our weight in terms of the investment capital available and I am dedicated to providing the right innovative support & guidance to our Capital Markets customers so they can achieve their goals." Show less

As the Director Financial Services Industry, my role is to lead the Financial Services strategy in Australia and connect our Financial Services customers to the vast technology innovations that can continue to improve the industry. Through my direct work with customers, I provide insight, challenge and perspectives on how to orchestrate partner relationships, use technology to solve real business challenges and take advantage of emerging technology trends for business growth.

The RegTech Association has a clear vision to be a global centre of excellence by facilitating the building of higher performing, ethical and compliant businesses through RegTech innovation and investment. The association brings together government, regulators, regulated entities, professional services and founder-led RegTech companies to ensure collaboration between all of the parties and growth of the sector.

The Strategic Regulatory Change Program was established to respond to the range of regulatory change being applied to the financial services market. Through my leadership, the Program was established, funded and resourced to deliver both;• regulatory changes into the QBE Australian, New Zealand and Pacific (AUSPAC) business in a sustainable and strategic manner, and • improve the customer experience that drives the need for this regulation.

The Underwriting Agencies portfolio consisted of 13 Agencies within Australia and New Zealand, across a variety of General Insurance lines, with a GWP of $650M. During this period, I led and delivered a Strategic Review resulting in greater business efficiency, better customer outcomes and allocation of resources for better financial results.

The role of GM, Advice Services was to drive a continuous improvement agenda across all NAB Advice Licensee Services with a strong focus on control environment uplift, innovation of monitoring practices and regulatory change.✓ Sponsored Controls Transformation Program across NAB Wealth Advice.✓ Drove the use of data as key management information tool to uplift the risk and controls environment.✓ Established the NAB Monitoring and Supervision capability.✓… Show more The role of GM, Advice Services was to drive a continuous improvement agenda across all NAB Advice Licensee Services with a strong focus on control environment uplift, innovation of monitoring practices and regulatory change.✓ Sponsored Controls Transformation Program across NAB Wealth Advice.✓ Drove the use of data as key management information tool to uplift the risk and controls environment.✓ Established the NAB Monitoring and Supervision capability.✓ Championed improvement of NABs digital advice platform through root cause analysis, capability rebuild, and negotiation of capital investment to achieve the desired uplift.✓ Successfully implemented a more data-driven, fact-based and transparent approach to target setting and tracking.✓ Improved team engagement score from 14 to 59. Show less

As General Manager, Customer Retention and Mature Products, my role was to mitigate the economic impact of customer attrition of Insurance, Superannuation and Investment products.✓ Exceeded the retention targets to Plan by 400%, having a direct and positive impact on Cash Earnings.✓ Successful sponsorship of multi million dollar project to migrate customers to a more contempory Superannuation product offering.✓ Steered the strategic plan to transform the Superannuation… Show more As General Manager, Customer Retention and Mature Products, my role was to mitigate the economic impact of customer attrition of Insurance, Superannuation and Investment products.✓ Exceeded the retention targets to Plan by 400%, having a direct and positive impact on Cash Earnings.✓ Successful sponsorship of multi million dollar project to migrate customers to a more contempory Superannuation product offering.✓ Steered the strategic plan to transform the Superannuation mature product portfolio, through customer-centric segmentation.✓ Achieved an engagement result of 52 in 2014 despite team uncertainty and disruption. This engagement result was the highest in NAB Wealth. Show less

Following a restructure, I was asked to absorb the Superannuation and Investment retention agenda into the team in order to replicate the success of the Insurance agenda.✓ Implemented the successful sustainable retention framework that considered the full value chain (from distribution to operations) ensuring that the business is aligned on meeting retention goals.

Facing significant financial pressure due to customer attrition, I was hand picked to drive, devise and deliver a more strategic approach to customer retention. The role also required me to act as an agent of change, driving the business to become more customer focused.✓ Exceeded the retention targets to Plan by 423%, having a direct and positive impact on Cash Earnings.✓ Spearheaded the development of a customer retention centre of excellence within MLC Insurance.

I have successfully driven and delivered:- Build of marketing infrastructure and "conditions for success" that includes website development, channel communications, marketing model and processes that are unique to the needs of NAB Private Wealth- Strategic segmentation model into this High Net Wealth business- Client Experience study, design and model to uniquely support the NAB Private Wealth business- Award winning rebrand of NAB Private Wealth that both meets… Show more I have successfully driven and delivered:- Build of marketing infrastructure and "conditions for success" that includes website development, channel communications, marketing model and processes that are unique to the needs of NAB Private Wealth- Strategic segmentation model into this High Net Wealth business- Client Experience study, design and model to uniquely support the NAB Private Wealth business- Award winning rebrand of NAB Private Wealth that both meets strategic imperatives and offers practical solutions designed specifically for the business http://www.rebrand.com/best-nab-private-wealth Show less

I successfully drove the entire marketing initiative across 6 boutique fund managers, who were all at various stages of business development. This included the development and delivery of: - Full operational marketing model across 6 unique boutique fund managers in order to achieve efficient and low cost penetration into the key markets - Support of build and management of operational distribution plan to support the objectives of each boutique Board - Consult on and… Show more I successfully drove the entire marketing initiative across 6 boutique fund managers, who were all at various stages of business development. This included the development and delivery of: - Full operational marketing model across 6 unique boutique fund managers in order to achieve efficient and low cost penetration into the key markets - Support of build and management of operational distribution plan to support the objectives of each boutique Board - Consult on and develop business growth plans in order to ensure delivery of business objectives within the Challenger framework Show less

I successfully built and delivered a full direct marketing model within a culture that had not experienced the direct market previously. Highlights of this process included; - Development and delivery of a marketing approach and operational model that was unique to the needs of the AMP Capital business including their business culture, which included campaigning processes (including Risk and Compliance), relevant visual identity development, digital experience etc. - Contributed… Show more I successfully built and delivered a full direct marketing model within a culture that had not experienced the direct market previously. Highlights of this process included; - Development and delivery of a marketing approach and operational model that was unique to the needs of the AMP Capital business including their business culture, which included campaigning processes (including Risk and Compliance), relevant visual identity development, digital experience etc. - Contributed to CRM scoping, business requirements, design and delivery - Team leadership and change managementWhile at AMP Capital I was also identified as key emerging talent and asked to participate in the Mentoring program. Show less