Director of Business Process Management & Client Experience
Streamlined and automated business processes, implementing a firm-wide workflow platform, and improving client experience to reduce work request turn-around time and operational costs.
- Improved operational efficiency by over 30% via business transformation of discreet, silo-ed, home office environments to a common workflow platform.
- Saved over $1 Million per annum by designing and rolling out an e-delivery strategy that eliminated paperwork from business processes.
- Increased upwards of 20% internal client satisfaction level with banking products, expanded by 10% banking products adoption by Financial Advisors, and enlarged by 3% client penetration of key banking products, such as, Direct Deposit, Electronic Funds Transfer, and Bill Payment services.