Head Of Client Journey And Automation Teams For Personal Investor
CurrentDeliver technical solutions to meet OKRs and resolve operational issues. Brainstorm with decision-makers to develop solutions, strategies, and plans to boost efficiencies and improve processes. ● Eliminated 100,000 calls with redesigned support center; established self-service options and knowledge center with organized data aligned with customer journeys. Utilized AI and chatbots to gather analytics for improvements. ● Enhanced cost basis availability to reduce risks, ensure on-time delivery of data, and maintain accuracy in coordination with vendor to transfer and integrate data and communicate requirements. Shared insight in executive meetings. ● Modernized multiple client journeys in partnership with client experience and digital leaders including UI, mid-tier and data from legacy to cloud APIs and services.