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Articles by Bryan
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Financial Services Headlines the Salesforce World Tour New York on November 18th
Financial Services Headlines the Salesforce World Tour New York on November 18th
By Bryan Lee
Activity
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Another successful Salesforce World Tour Happy Hour in NYC! Thanks to all of the Salesforce Financial Services sales and partner sales and alliances…
Another successful Salesforce World Tour Happy Hour in NYC! Thanks to all of the Salesforce Financial Services sales and partner sales and alliances…
Liked by Bryan Lee
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We use our own technology to build better customer experiences. I love that my colleague Eric Stahl takes the time to share what we have accomplished…
We use our own technology to build better customer experiences. I love that my colleague Eric Stahl takes the time to share what we have accomplished…
Liked by Bryan Lee
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This deeply personal and moving speech at the UN by Rachel Goldberg, mother of a hostage taken by Hamas, must be heard. Pure class and bringing a…
This deeply personal and moving speech at the UN by Rachel Goldberg, mother of a hostage taken by Hamas, must be heard. Pure class and bringing a…
Liked by Bryan Lee
Experience & Education
Licenses & Certifications
Volunteer Experience
Projects
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Video Collaboration in Wealth Management
Teamed with client executives at major Wealth Management firm to pilot and measure impact of video collaboration solutions on financial advisors working with existing and prospective clients. Successful pilot yielded significant increase in new Assets Under Management, new client growth, financial advisor productivity and reduced operational cost. Led to launch of video and web-conferencing solutions on mass scale across financial advisor population, and significant investment in networking…
Teamed with client executives at major Wealth Management firm to pilot and measure impact of video collaboration solutions on financial advisors working with existing and prospective clients. Successful pilot yielded significant increase in new Assets Under Management, new client growth, financial advisor productivity and reduced operational cost. Led to launch of video and web-conferencing solutions on mass scale across financial advisor population, and significant investment in networking infrastructure.
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Customer Experience and Innovation Showcase
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A creative space to spur new thinking on crafting and delivering new, engaging customer experiences to consumers across a range of industries. Experienced through the eyes and ears of the consumer, executives from B2C industries could envision new concepts for creating winning experiences that build customer confidence, trust and loyalty. These included banking, insurance, retail and healthcare. Better than Powerpoint presentations, this showcase provided a working lab where my clients could…
A creative space to spur new thinking on crafting and delivering new, engaging customer experiences to consumers across a range of industries. Experienced through the eyes and ears of the consumer, executives from B2C industries could envision new concepts for creating winning experiences that build customer confidence, trust and loyalty. These included banking, insurance, retail and healthcare. Better than Powerpoint presentations, this showcase provided a working lab where my clients could roll up there sleeves and build their best ideas for their brands and customers.
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The Design Leadership Network Summit is in Mexico City. Some of us got to tour the great serpent inspired park at Nido de Quetzalcoatl by Javier…
The Design Leadership Network Summit is in Mexico City. Some of us got to tour the great serpent inspired park at Nido de Quetzalcoatl by Javier…
Liked by Bryan Lee
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What an incredible day at our 2nd Annual Women in Banking Summit in Chicago sponsored by Salesforce and Gerent ! We were so inspired by Abby Wendel,…
What an incredible day at our 2nd Annual Women in Banking Summit in Chicago sponsored by Salesforce and Gerent ! We were so inspired by Abby Wendel,…
Liked by Bryan Lee
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Once Ohana, always Ohana. Trailblazers everywhere at #schwabimpact Jennifer Brooks #finja4life
Once Ohana, always Ohana. Trailblazers everywhere at #schwabimpact Jennifer Brooks #finja4life
Liked by Bryan Lee
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Thank you Kintan Brahmbhatt and Olto team for having us at the event. I had an amazing time talking to other leaders and learning about their…
Thank you Kintan Brahmbhatt and Olto team for having us at the event. I had an amazing time talking to other leaders and learning about their…
Liked by Bryan Lee
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I’m excited to share that Fenergo has been recognized as the Category Leader in the Chartis Risk Quadrant for #kyc solutions! It’s a testament to the…
I’m excited to share that Fenergo has been recognized as the Category Leader in the Chartis Risk Quadrant for #kyc solutions! It’s a testament to the…
Liked by Bryan Lee
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Day Two of the Seismic Shift conference featured the first ever Financial Services Industry track - a true team effort thanks to customers, partners…
Day Two of the Seismic Shift conference featured the first ever Financial Services Industry track - a true team effort thanks to customers, partners…
Liked by Bryan Lee
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Thank you #ServiceNow. I’m truly celebrating today! First and foremost our earnings, but also my 3 year anniversary at this incredible company! 🚀…
Thank you #ServiceNow. I’m truly celebrating today! First and foremost our earnings, but also my 3 year anniversary at this incredible company! 🚀…
Liked by Bryan Lee
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Excited to be in beautiful Clearwater Beach for Florida Dreamin'! If you are interested in using #AI to design more compliant, scalable, elegant…
Excited to be in beautiful Clearwater Beach for Florida Dreamin'! If you are interested in using #AI to design more compliant, scalable, elegant…
Liked by Bryan Lee
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