Drive AI-enabled automation across the Insurance business by working with stakeholders to understand existing processes, identify operational pain points and prioritise opportunities for AI solutioning.
Understand how financial planning and insurance solutions help individuals, families and businesses manage financial risks and achieve their financial goals.
Perform independent checks in line with regulatory frameworks and internal policies, including customer documentation reviews, client feedback, and sales practice assessments
Lead workshops with internal and external stakeholders to gather and validate requirements, using AI to prepare question sets, synthesise transcripts and surface gaps.
Lead workshops with internal and external stakeholders to gather and validate requirements, using AI to prepare question sets, synthesise transcripts and surface gaps.
Manage the onboarding, periodic and trigger event reviews for individuals, trust, private investment companies, and operating business customers (i.e. High-net-worth and complex structures).
Manage the onboarding, periodic and trigger event reviews for individuals, trust, private investment companies, and operating business customers (i.e. High-net-worth and complex structures).