Claire Vieritz Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

12 month secondment. Reporting to the Chief Operating Officer. Responsible for:- Strategy development in conjunction with the Leadership Team - Annual business operating plan development in conjunction with the Leadership Team - Quarterly board performance reporting - Management of a key research supplier relationship- Planning and execution of 4 x hackathon style events (+200 staff engagement to date)- Business intelligence (incl. strategy and research deep dives)- Customer and competitor research and insights - Internal reporting

Sydney, New South Wales, Australia

Lead the strategy development and go-to-market execution for the Young Adult (18-29) and Youth (0-17) customer segments. - Role encompassed development of customer acquisition, engagement and retention strategies, CVPs, sub-segment analysis and performance reporting- Lead 3 x cross-functional scrums (Youth, YA and O-week)- Lead YA and Youth team with 2 x manager supports - Established and ran segments team quarterly planning and sprint planning sessions - Drove segment dashboard development - Monitored team budgetKey Achievements over FY23-24: - NPS (Net Promoter Score) - Moved from #4 to #1 position (in Big 4).- Market Share - Maintained #1 Australia wide market share position across FY23-24 and grew Young Adult (YA) Main Financial Institution (MFI) market share in an increasingly price and rate sensitive market. - Active Brand Consideration - Reversed decline in YA brand consideration by switching from product-led to customer-led approach and enforcing specific tailoring for YA in social. Dove an uplift of ~11% which was sustained throughout FY24. - Digitally Engaged Customers - Grew steadily reaching its highest result in 4 years.- Savings Account Penetration - Supported execution of tailored cross-sell promotions seeing domestic YA savings penetration achieve its highest result in 2.5 years. - Event - Devised approach and supported execution of nation-wide 2023 O-week campaign delivered at 31 Australian university campuses. This event was the most successful O-week campaign on record with acquisition results surpassing 2019 (prior best) by +45%.- Led development of first Competitor Analysis and Contact Strategy documents for Youth & YA segments.

Sydney, New South Wales, Australia

As a Manager in the EY Sydney office I worked on projects for leading Australian banking, insurance and wealth and asset management clients on topics related to customer and business transformation.

New York, New York

As a Manager in the New York Financial Services Consulting team I focused on devising and delivering customer, digital and business improvement strategies to leading Wealth and Asset Management institutions. Project experience: • Led the Next Best Action (NBA) solution design for a multinational independent wealth manager to help advisors engage their clients with personalized content at scale • Developed a 3-year digital strategy for a global private bank, including journeys, personas, and technology roadmap across all wealth tiers• Devised and stood up the governance model and program management function of a discretionary advice program accounting for US $160B in AUM• As part of the Merger Integration Office, led the integration of two business units (Voice of Customer and Voice of Employee) in a US $13B financial services acquisition• Created and implemented a program to promote and drive financial advisor engagement and adoption of a market-leading sustainable investing tool. Engagement grew from 23 to 1.2k advisors over course of project with tool on track to be rolled out nationally at a retail level• Supported a new wealth management holding company with a pilot roll-out of business texting capabilities for their financial advisors.

Sydney, Australia

As a Senior Consultant in the Customer & Strategy team within EY’s Financial Services Advisory practice I delivered projects for leaders in Australia’s Banking, Wealth & Asset Management, and Insurance sectors. I partnered with clients to identify performance improvement opportunities and deliver strategic, measurable and sustainable improvements to drive growth and operating efficiencies. I predominately delivered projects in three experience areas including: Customer & Strategy, Digital Advisory, and Robotic Process Automation (RPA).My project focus included:Customer & Strategy • Customer acquisition strategies • Growth strategies • Customer Experience (CX) strategy • Customer journey mapping and on-boarding framework design • Customer segmentation strategies Digital Advisory• Digital and direct sales optimization• Digital and multi-channel strategies, including digital marketing • Customer and channel analytics • Marketing automation Robotic Process Automation (RPA)• BluePrism Accredited Developer - Certification • Senior developer on RPA implementation and development projects• Trained client employees in RPA technology (BluePrism software) at leading Australian financial intuitions

Brisbane, Australia

As part of the Westpac Group's Australian Financial Services (AFS) Graduate Program I had great exposure throughout the bank and across Westpac's brands. This included rotations in Commercial Banking, Retail Banking, Premium Banking, Group Strategy, and Private Clients.

Bachelor Of Business (Marketing) / Bachelor Of Laws, First Class Honours

Activities and Societies: QUOTALS (QUT Law Society) Social Director, Business Student Advisory Board, QUT Australian University Games.

Certificate, Strategies For Europe Program (France)

Core Courses: Trade Regulations in the EU, Understanding European Diversity, EU Institutions, Doing Business in Europe, Corporate.