Stuart Benson Email & Phone Number

Greater New York City Area

Designed, executed and delivered in-depth actionable analyses to drive strategic decisions, program development and execution in support of a wide variety of business units and functional areas and over 4,500 financial advisors. Used analytics to identify and execute new business opportunities, segments for targeted multi-channel marketing and cost-saving operational efficiencies. Developed and managed effective sales and service programs designed to deepen client relationships, improve customer satisfaction, retention and cross-sell and enhance operational and advisor efficiencies and effectiveness. Analyses spanned across a business functions and all proprietary product lines including life and annuities. Accorded two AXA Innovation Awards for: 1- Innovating and implementing a more intelligent, effective and efficient web-based system for administering client/advisor reassignments that resulted in a 26% decrease in surrender rate and first year savings of $66M in retained assets2- Transforming the Mining Diamonds program, a program developed to provide agents with actionable data analytics, expanding program to all agents while reducing processing time and resources, resulting in 400% increase in agent participation while saving $2M in potential IT costs

Greater New York City Area

Developed and managed overall customer service strategy for entire retail branch network of 600+ branches, districts and regions. Designed, tracked and analyzed multiple performance measures across multiple channels to formulate goal setting strategies and deliver data-driven customer service and process improvement recommendations to all levels of management that resulted in significant improvement in customer satisfaction ratings.. Was awarded two Chase Manhattan Bank All-Star and nine Service Stars during tenure at Chase for providing exceptional support.

Greater New York City Area

Designed database program specifications and profiled customer segments. Designed and implemented bank's first retail customer attrition forecasting model initiative and Attrition Intervention Program. Managed vendor selection process and vendor relationships and developed program specifications, tracking reports and attrition benchmarks.

Greater New York City Area

Executed all phases of research projects specializing in mystery shopping, customer satisfaction and Community Reinvestment Act (CRA) program for financial services companies.