EXPERIENCE

Developed and implemented a 360 client success strategy including:

• Discovery framework taking foundation on design thinking principles

• Client experience redesign maximizing every touchpoint of with clients 

• Commercialization support approach boosting the business impact of Quantifeed platform for clients

• A complete incident management framework.

Led the design and delivered:

• "QLab" a research methodology enabling clients to maximize the  user value of their platform​

• A design system approach improving efficiency and scaling capability of Quantifeed front end

Led the proposition development:

• Advisor-led solutions, including a vast subset of journeys like, wealth health check, CIO notices, maker checker and much more.​

• Customer-Direct solutions, covering journeys from teaser to rebalance investment portfolio

• Hybrid solutions combining an advisor-led with some self-serviced touch point allowing for a better customer experience and cost savings

• Portfolio manager solution facilitating the common portfolio manager tasks like model portfolio creation, back-testing, simulation, workflow management, strategic asset allocation governance and reporting.