VANGUARD

WHAT I KNOW

• 16 billion AUM /AUA
• 36 ETFs
• 4 mutual funds
• ETFs.com names vanguard ETFs provider of the year
• Atual cooperate executive of the year

ABOUT ME

• Resourceful orange 18+ years of pure digital
• U/X, Digital Marketing / Digital Strategy
• Solid awareness of personal finance space and Fintech
• Build out public and secure sites at OTTP, CIBC, Dynamic Funds
• Apt with cross functional relationships - legal, compliance, enterprise risk, IT, security

LEADERSHIP STYLE

• Democratic
• Transformational
• Team - vivid picture of future
• Coaching

WHAT INTERESTS ME WHY CHANGE?

• Leadership level role
• Career growth and opportunity
• Enterprise level responsibilities away from product level
• Early stages of a startup/ sustainability concerns

THE ROLE

• Design
• Lead
• Implement
• Manage
• Client / user centric design

USER CENTRIC DESIGN

• Care, empathy, customer experience
• Empathize, define, ideate, prototype, test, implement
• Agile

ANALYTICS

• Engagement metric
• Segmentation / tier
• NPS
• Consumer insight
• Behavioral data
• CRM

INDUSTRY

• Fintech / disruption
• Natural language processing (bots)
• Ai / machine learning
• Omni-channel
• Biometrics
• Blockchain
• Voice
• Self service
• Predictive / rules engines / personalization

DISRUPTION

• Wealth front- robo advisor
• Lufax - match borrows / lenders
• Wealth Migrate - real-estate investments
• Robin Hood - fee free trade
• Nutmeg - passive investments
• Etoro social trading platform
• Motif - stock baskets to other investors
• Yield street - passive income for alternative investments
• Acorns - micro investing / rounding purchases

THE INDUSTRY

• Mackenzie launches - Precision- data into into insight
• Compare ETFs build custom portfolios
• ETF summit Oct 3

JOURNEY 30 60 120

• Connect with Rusty Rahmer enterprise digital analytics
• Identify customer journey
• Identify pain points
• Competitive analysis

QUESTIONS