Bank of America (Charlotte, NC) and Wells Fargo (San Francisco, CA)
ØCreated a very powerful technique to greatly improve customer satisfaction. Designed and implemented new products so customers could create new accounts online within minutes, a process which normally took 10+ days prior to arrival at both banks. Result: Saved and generated the same amount in bottom line revenue ($6MM) by attracting more customers and decreasing overhead costs.
ØSuccessfully led the development of various eProducts as part of the company’s 3 year roadmap which provided significant business, operational and technical benefits for Wells Fargo and Bank of America. Result: Over thirty patents were approved.
Bank of America – Charlotte, NC
ØTransformed the business unit (eCommerce, Mobile, ATM and Call Center) from silo services into an end-to-end integrated customer facing Service and Sales platform. Developed and executed a customer facing Products and Technology strategy to enhance, grow and maintain the online channel. Result: 50% revenue increase year over year. Responsible for over 30 MM online, 2 MM mobile, 15MM online Bill Pay customers.
Wells Fargo – San Francisco, CA
ØDeveloped a client centric “Best in Class” integrated investments platform to support all managed investment solutions across the IM&T and Brokerage LOBs. Result: Saved over $10MM/year in Sungard, APL, SEI, BETA, FOREX, Bloomberg and other provider charges, as well as over $6.5MM through vendor contract negotiations. Achieved over 98% accuracy in purchase order processing.
GSI Commerce – King of Prussia,PA
ØManaged a team (pre-sales, products and technology) to close new business accounts valued in excess of $80MM; primarily assisted CEO, COO and CFO in closing multi-year new business contracts. Result: $400MM in revenue.