Financial

Experience

Redefined.

I work with financial organisations to redefine the financial customer experience with real time personalisation and generative AI strategy, product, technology and transformation innovation and leadership.

About Me

Consulting

Work with me and build next generation financial experiences.

Brokers and banks are sending their customers a radio broadcast when they expect Spotify!

I can help your financial organisation design and develop a financial experience platform that is capable of providing your customers with a real time personalised experience of the financial markets. Work with me and develop automated generative financial experiences that engage users automatically in the ebb and flow of the markets.

I will help your teams develop next generation experiences by taking them through the following stages:

Education

What is possible?

Next generation real time financial experiences require a realignment from the organisation on what user and customer experiences are possible when AI/ML capabilities are leveraged. Its critical to re baseline your expectations.

Vision

What can we do?

Given the wide array of possible use cases and the technology ecosystem and architecture available to deliver it, it is critical a clear and honest roadmap aligned to business goals is created to ensure value is delivered as soon as possible.

Action

How can we deliver?

The technology landscape for Generative AI and AI/ML processes is becoming the most diverse and fast changing of any technology stack. Likewise the resource options with near and offshore capabilities emerging is impacting how we deliver next generation solutions.

Optimisation

How do we improve?

A financial experience platform should be an autonomous, automated service and should be in a constant state of optimisation across all operations, models, user experiences, content and data sources, compliance, regulatory and security performance.

Gain market share

Financial customer experiences aren’t matching user needs. I have spent years developing technology and strategy which re-imagines how users experience the financial markets. I can help your organisation develop the strategy and the platform that can deliver a real time personalised experience of the markets.

About Me