Assisted in developing Knowledge Management systems and structures that were robust enough to increase the organization’s ability to track more of the moving parts involved in its product delivery and customer experience accurately by more than 3x, and worked to improve its capacity to advise clients on how to get the best value from their chosen plans to at least 4x by making all the information accessible centrally, which also boosted customer experience continuity to more than 95%.

Cultivated and managed strategic relationships with officers and policymakers in estate planning, risk, tax and investment regulation that worked to increase the business’ capacity to stay ahead of changes in legislations and regulations and ensure that the plans it develops for different clients are both robust enough to deliver on their needs and flexible enough to be scaled to accommodate changes in their lives, needs and wants, therefore, enhancing overall customer experience by at least 3x and helping to increase revenues by increasing referrals by at least 10x and cross-sales by more than 3x.