Simon Bussy Email and Phone Number
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Simon has an unshakable passion for helping businesses achieve better ROI on their development spend & exceed Consumer Duty (consumer understanding) requirements:+ gain deeper insights from consumer/customer/adviser research: overcome biases inherent in traditional market research+ build winning propositions: inject behavioural insights, take your offer to the next level+ turn ideas into action: customer-facing websites, apps & expert platforms+ create more engaging communications: gain attention; trigger action+ deliver more interesting, insightful & practical training: improve creativity, strengthen well-beingSimon & the team work with businesses across the FS & Health sectors to complement their in-house knowledge, skills & expertise. We help deliver successful change & transformation by introducing psychological principles, rigorous research methods & first-class creative design underpinned by many years of deep sector experience & expertise. In short, our aim is to help leaders to inspire & deliver change, to help their teams & their customers make MORE GOOD decisions & FEWER POORER decisions, & to achieve their business objectives against TIME, COST & QUALITY levers.Simon is best known for his global work on all things digital wealth, tech, 'robo', hybrid, adviser, & D2C. He’s led 200+ engagements for 50+ clients: global banks, life companies, asset managers, wealth managers, advisory firms, digital start-ups, enterprise tech businesses, & more.Simon is author of many whitepapers & industry 'think pieces', a regular press commentator, a popular industry & in-house event panelist / speaker, & industry awards judge.And he’s not afraid to give a (politely) challenging or contrarian viewpoint!Learn more at: https://www.behaviourconsulting.co.uk/Insight. Opinion. Challenge.- - - - - - - - - - - - - - Endorsements:"Capable of thinking the unthinkable," Director, Office of the CEO"Leadership is a key strength... gives clear direction & positively influences others to deliver," Marketing Delivery Director"Good decisions under pressure… ability to resolve complex design issues & come up with pragmatic, deliverable solutions that address the business need… made significant & meaningful change happen … delivered more than what could be realistically expected,” Head of Outsourcing, IT & Change "Simon has a commitment to the task that is unique, making it almost impossible for him to fail in his endeavours,” Director, Customer Strategy & SegmentationKey qualifications:MA (Strategic Marketing)
Behaviour Consulting Limited
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Consulting DirectorBehaviour Consulting Limited Jan 2022 - PresentUnited KingdomResponsible for the development of client relationships across Financial Services and Health / Well-being sectors:* behavioural insights to drive robust and powerful business change * behavioural approach to consumer interviews and usability testing* specialist research with vulnerable customers* behavioural insights into customer, adviser and in-house communications, and products and services* gain attention, increase awareness, trigger action with comms and content* intellectually robust and beautifully crafted designs to support improved decisions and positive actions - websites, apps, expert platforms* training programmes to help teams develop their roles, improve their creativity, or strengthen their resilience and well-being* speaker at in-house and industry eventsOur unique psychological models - the Behaviour Lens and the Behaviour Analysis Canvas - underpin our work, providing the solid framework to enable us to evaluate and improve communications, marketing, design and innovation. These are continuously updated to reflect latest research literature understanding, and ensure a robust and consistent approach across all our projects.Please contact: simon.bussy@behaviourconsulting.co.ukPlease visit: behaviourconsulting.co.ukFor behavioural insights / wealth / health & well-being / digital global best practice and market insights please follow: @SimonBussy_UK on Twitter
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Director - Wealth (Consultant)Altus Ltd Oct 2017 - Jan 2022Responsible for the development of client relationships across the wealth / investment / platform / L&P sectors:* providing industry thought leadership* delivering high-quality business change client engagements* delivering business / digital / platform / operational transformationOur detailed, automated frameworks and models underpin our work, providing a blue-print for the structure, integration and operation of a financial services organisation. These are continuously updated to reflect latest industry understanding, regulation and market context. -
Principal ConsultantAltus Ltd Jul 2014 - Sep 2017Bath, United KingdomWorking with platforms, retail and private banks, Life Cos, asset managers, distributors, and tech / digital suppliers, Altus is the leading financial services platform, technology, and digital consulting business in the UK - passionate about what we do, and the quality to which we do it! Recent Altus assignments have included work in US, South Africa, and India.We help our clients solve key Business and IT challenges, delivering engagements such as:* detailed market assessments* future business and target operating models; current vs future capabilities* ITTs / RfPs, due diligence * application of structured, model-driven techniques, e.g. to support: current / future cost analysis, TOM development, robust end-to-end business processes, assessment of capability maturity vs key competitors. Our detailed models provide a blue-print for the structure, integration and operation of a financial services organisation, and are continuously updated to reflect latest industry understanding, regulation and market context.Recent client engagements cover::* Regulation - such as the impact of, and response to, Simplified Advice guidance* Strategy and Proposition Development - from developing a compelling platform and digital strategy and proposition for 2020, to evaluating a proposed DFM proposition, to assessing the D2C / B2B2C / robo-adviser markets* Operations - from the development of a detailed target operating model, through to specific operational processes to drive efficiencies and cost savings* Technology - evaluation and identification of the right platform technologies and other tech / BPO partners for advised / D2C / robo / hybrid platform propositions - both for new entrants and those looking to re-platform.We also operate a dedicated training function for clients to learn a range of architecture techniques, primarily business architecture.
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Head Of Wealth Proposition DevelopmentHsbc 2013 - 2014Canary Wharf, LondonRole: to lead the Wealth Proposition Development team to define and develop the Wealth proposition across Advised and Non-advised channels, using adviser and customer insights, and in-field research.Key Achievements:o Team recruitment, restructure and re-focuso Led the proposition definition and requirements: * advised channel sales process / tools; retirement proposition; discretionary proposition; investment wrappers proposition; investment vehicles proposition; protection proposition; estate planning proposition * non-advised channel - simplification of user journey; retention strategy; orphans strategyo Digital and platform transformation -
Wealth Mgmt Proposition Development – Business LeadZurich Insurance Company Ltd. 2006 - 2013Uk And Middle EastRole: to develop strategies / lead multi-functional teams to design, develop, implement UK / Middle East retail wealth mgmt digital propositions using distributor/ customer insights.Key Achievements:Developed strategic options / secured funding to design, develop and implement: o UK Life retail wrap platform proposition to meet distributor business model requirements; responsible for the value proposition and thinking, design, implementation of the innovative two-way integration model with key CRM systems (helping secure tender wins with strategic partners), and deep integration with 3rd party digital adviser toolsets o Middle East new online digital proposition with 3rd party suppliers to meet IFA / local bank business model requirements creating compelling and time saving propositions to add bottom line profit to advisers’ businesses; led the due diligence process, and subsequent negotiation of commercials / contracts with IT suppliers.Led multi-function team c.25 to deliver the IFA digital investment proposition (products; adviser / customer fund centres; portfolio management and stochastic modelling tools; product links to competitor platforms). Significant take up and use.Endorsements* "You are the undoubted expert in the platform field and are relied upon heavily by the exec. A platform advocate for many years you have been at the forefront of platform design and instrumental in shaping the wider proposition....and led to the development of the innovative two-way integration of back office systems.... The integrated nature between the tools and the platform truly resonates with distributors and demonstrates yet again [your] ability to understand the needs of our customers and deliver a solution that goes beyond their expectations," Head of Retail Wealth Propositions -
Strategic Marketing ManagerZurich Insurance Company Ltd. 2004 - 2006Role: to develop UK Retail routes to market and product strategy; to lead Proposition team due diligence and implementation of Business Process Outsourcing (BPO) arrangementKey Achievements:o Defined Tax Advantaged Investments proposition strategy and delivery roadmap, including product, service, and e-capabilityo Proposition Business Lead for the BPO due diligence process (leading to the appointment of Capita) and subsequent implementation of the product proposition, with a key focus on the CSIP relationship
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Marketing Delivery ManagerZurich Insurance Company Ltd. 2002 - 2003UkRole: to deliver a programme of marketing initiatives and propositions designed to grow sales and profit, including customer and distributor communications, campaigns, training, advertising and PR.Key Achievements o Planned and managed the delivery of retail and corporate pensions propositions under a new legal entity and brand for the IFA sales channel o Led a cross-functional team (c.15 people) to design and deliver the Flexible Retirement Plan (pre- and post-retirement) proposition to the tied sales force o developed the ‘take to market’ best practice template for use by the Life Business on all Marketing Delivery projectsEndorsements* “In respect of marketing and support literature… it is rare to have access to a marketing product of such quality,” Zurich Advice Network Sales trainer
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Sme Segment ManagerZurich Insurance Company Ltd. 2001 - 2002UkRole: to direct the development of innovative propositions to maximise the value and profitability of the Small Business Enterprise (SME) segment, by understanding customer needs and requirements.Key Achievements o defined an extensive primary and secondary research programme to drive customer insights to instruct proposition development for the SME segment o led Zurich’s first cross-BU (Life and General), multi-disciplined team (c.20 people) to research, design, develop and launch an integrated small business propositionEndorsements* "Built a successful bridge to the General Insurance part of the Group, and led the development of a combined Small Business proposition from start to launch," Director, Customer Strategy & Segmentation* "The best proposition out of Zurich for years,” Zurich Advice Network Adviser
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Ifa Marketing ManagerZurich Insurance Company Ltd. 1998 - 2001UkRole: to lead the IFA Marketing team to: (i) research and analyse the IFA Marketplace to identify risks/ new proposition opportunities for Zurich IFA Group (ZIFA) (ii) manage and deliver IFA communications. Key Achievements: o led an assignment to Australia to analyse their marketplace and bring new ideas back to UK o seconded twice to work with ZIFA Executive Team on IFA Business Plan o led the team to develop and deliver ZIFA’s unique multi-brand proposition o led the implementation of the cross-functional IFA Brand Transition Program o led the team to design / deliver the DBS network Valued Intermediary Program initiative (ZIFA subsequently named Provider of the Year) o awarded a place on the Executive's 'High Talent' List
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Individual Business Marketing ManagerEagle Star Life 1996 - 1998UkRole: to lead a multi-disciplined team of c.25 to successfully implement IFA Individual Business marketing strategies to achieve new business/profitability targets, including:(i) Design and development of the Flexible Drawdown Plan proposition, achieving 10%+ market share, (ii) Design and development of the With Profits Exit Penalty Bond proposition, developed to increase sales through the IFA channel and the Key Accounts channelKey Achievements:o "Simon has almost single-handedly transformed the relationship between, and effectiveness of, Sales and Marketing as a partnership,” Sales & Marketing Directoro “The best literature we have ever seen,” Chase de Vere re Eagle Star’s With Profits Bondo “Hard pressed to find a rival product to match Eagle Star’s plan,” Hargreaves Lansdown re Eagle Star’s Flexible Drawdown Plan
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Senior Broker Sales ConsultantEagle Star Life 1989 - 1995UkRole: to build long-term business relationships with IFAs to exceed sales targets every year across Life, Pensions and Investment products.Key Achievements: o Number 1 regional (top 10 UK) sales consultant 1991 - 1994.o Number 1 UK sales consultant for Guaranteed Bonds and EPPs.o Regular winner of regional and national sales competitions, 1989-1995.
Simon Bussy Skills
Simon Bussy Education Details
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Strategic Marketing
Frequently Asked Questions about Simon Bussy
What company does Simon Bussy work for?
Simon Bussy works for Behaviour Consulting Limited
What is Simon Bussy's role at the current company?
Simon Bussy's current role is Consulting Director: helping B2B clients deliver successful change: Wealth | Health | Protection | Digital | Tech | Robo | Hybrid | Strategy | Change | Prop’n design | Comms | Research | Training | Event speaker | Writer.
What is Simon Bussy's email address?
Simon Bussy's email address is si****@****s.co.uk
What is Simon Bussy's direct phone number?
Simon Bussy's direct phone number is +178254*****
What schools did Simon Bussy attend?
Simon Bussy attended University Of Gloucestershire.
What are some of Simon Bussy's interests?
Simon Bussy has interest in Rock/ Pop Concerts, Mentoring, Foreign Travel And Exploration.
What skills is Simon Bussy known for?
Simon Bussy has skills like Financial Services, Strategy, Proposition Development, Strategic Partnerships, Management, Stakeholder Management, Business Planning, Relationship Management, Change Management, Pensions, Crm, E Commerce.
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