Over the last 16 years, I have worked within financial services, holding consultancy roles, lead business analyst and architecture roles at wealth management firms and Head of Product positions within fintech/wealthtech firms. Across all of these, I have focused on helping wealth managers and private banks from family offices and boutiques through to global Tier-1 private banks) delivering improved business, staff, and client outcomes. These engagements have covered a diverse range of areas, including vendor selection, IT architecture, process optimisation, CRM/CLM delivery, digital transformation, regulatory change, AML/KYC, data migrations and technology implementation.