FSI Digital Transformation advisory for FSI Executives by former FSI Executives

FSI Digital Transformation newsletter – analysis, case studies, and interviews about the digital transformation evolution in financial services and insurance.

Sales and delivery of Research/Advisory/Consulting. Thought leader in FSI Digital Transformation+ Doubled revenue growth rate in the first year, further accelerating revenue velocity in the second year despite the challenging macro environment+ Provided hands-on end-to-end team management and led by example by wowing clients, building playbooks, creating ground-breaking content, leveling up direct & lateral reports

Sales and delivery of management consulting. Thought leader in Fin/Wealth/Insurtech+ Specialized in the hands-on end-to-end digital transformation from growth strategy to standing up Agile product teams.+ Exceeded booking, revenue, and utilization targets despite the 2020 COVID pandemic

Business development and hands-on execution of digital engagements in financial services+ Defined digital strategy for a direct bank including assessment of all functions+ Deployed operational strategy and dashboard from ideation to production for HNW/SME bankGlobal Chief of Staff, Digital Practice+ Initiated, planned and implemented startup activities including client engagement, knowledge development, training, and tracking+ Led selection, test, and roll-out of digital tools to facilitate practice collaboration (messenger, project management, dashboard, knowledge wiki)Fintech Leadership – North AmericaInitiated and led the Fintech Conversation series with Founders/CEOs of prominent Fintech companies

Full responsibility for sales and delivery of advisory-type services across 5 countries for large retail banking and merchant clients. Services included strategy consulting, recurring data subscriptions, PMO management, nationwide employee training, risk assessments, etc.+ Turned around a struggling advisory business with stagnating revenues and negative reputation with clients and internal stakeholders: ~2x revenue increase in FY13, ~3x increase in FY14, universally positive feedback after projects – 3 out of 5 new clients signed a followed-up engagement+ Personally built the team, developed project solutions, signed engagements with first-time clients, led the delivery of new types of services, engaged internal partners to fix broken processes

Operational oversight and hands-on execution of process re-engineering across various departments:1) Account Management and Trading department: led Compliance, Finance, and HR functions2) Recruiting department: led a 15-person team responsible for hiring into Front Office departments

Recognition: FY08 – “Run-To-The-Sun” award, FY09 – Professional Services Award for Outstanding Performance, FY10 – Advisor to Senior Leadership Team~$30MM P&L responsibility for diverse set of IT services offered to Siemens companies+ Turned around quickly shrinking business, personally developed 3 accounts/$5MM in first year revenue, doubled monthly revenue, grew margin from 15% to 19%, exceeded revenue targets in FY08 and FY09+ As the management model was changing multiple times, was overseeing both sales force and delivery

+ Small Business Group Director, Partnerships Sales: led a new channel to sell cards products via partners' salesforce; developed two first partners, a retail bank and merchant services company+ Small Business Group Director, Financing (credit lines, term loans): co-led initiative to optimize cross-sell communications to existing customers

Led consulting engagements for large financial services and insurance companies, focusing on business, operations, and IT strategy.