An American Financial Services Corporation specializing in credit cards, auto loans, banking and savings products. In service of the client, developed new strategies for better engaging a digital-first customer, maintaining compliance, and building capabilities to rapidly pivot to emerging market opportunities. 

Objective: Reimagine the banking experience in affluent neighborhoods to attract millennials and increase branch traffic and profitability through the Cafe branch transformation model. 
– Key Result: Opened three (3) trial Cafe locations
– Key Result: Improved profitability of branches by 15%+
– Key Result: Improved branch traffic by 60%+


Objective: Improve the efficiency of ATM distribution and retooling by optimizing the value stream, limiting WIP, and making all work visible. 
– Key Result: Reduced implementation timelines by 75%
– Key Result: Improved refitting times by 20%


Objective: Improve corporate marketing operations by optimizing the value stream, limiting WIP, and making all work visible through the employ of Agile Marketing methods. 
– Key Result: Delivery cycle times reduced by 83%
– Key Result: Customer engagement improved by 8% 


Objective: Improvement partner relationships to improve employee engagement and reduce time-to-market for key co-brand campaigns. 
– Key Result: Delivery cycles times reduced by 50%
– Key Result: Employee engagement improved by 5% due to collaborative working agreements.