Description

My career has been driven by a passion for innovation and positive impact of technology on businesses and clients. I am a strategic advisor with 20 years of experience as a commercial leader, mentor, and growth and innovation expert. I specialize in helping companies develop market strategies, manage uncertainties, embrace innovation, and excel in customer experience.My professional collaborations are predominantly with financial institutions, technology companies, consultancies, and family offices.

What I bring to the table:

Strategic Vision: A long-term approach to strategy and problem-solving underpinned by strategic foresight and systems thinking.

Business Acumen: A commercial lens and understanding of the broader business landscape.

Passion for Innovation: A commitment to truly transformative projects and products.

Fintech Expertise: Deep knowledge and experience within the fintech sector (wealth management, insurance, banking).

Product Development: Extensive experience in developing and launching commercially successful products (including SaaS transformations).

Dedication and Collaboration: I enjoy working across divisions to get things done and drive success.

Industry field of expertise

Languages

English
Native or bilingual
Polish
Native or bilingual
French
Basic

Workplace preferences

Can work on-site

London (up to 50km)

PlantInn
Strategic Advisor
March 2016 - Today (10 years and 3 months)
Project highlights:
Development and implementation of commercial strategy for a wealth-tech company, resulting in securing a market leader position and successful exit for the founders

Design of a client engagement model based on thorough horizon scanning, for a wealth manager looking to secure and grow the business during the Great Wealth Transfer

Oversight over an award winning global, digital transformation programme for a T1 private bank, which achieved unprecedented client adoption and engagement rates

Consulting on future of wealth management and wealth-tech: horizon scanning, analysis of key disruption factors and scenario planning

Creation and oversight over an international markets strategy for a software provider working with financial institutions leading to opening of 5 new markets with significant clients in under 4 years

Support for a M&A initiative in technology field - participation in due diligence, analysis of product and market synergies, design of a new go-to-market strategy and oversight over integration of the businesses

Design of an end-to-end client servicing digital, omnichannel solution, including user journeys, UX designs, integration points, competitor analysis, pricing model and a Go-To-Market strategy

Market research and feasibility study for an insurance software initiative

Strategic advisory and mentoring of insur-tech start-ups
Commercial strategy Digital Transformation Strategic planning Pricing strategy Innovation
InvestCloud & Finantix
Strategic Advisor
January 2016 - January 2024 (8 years)
Designed commercial strategy and supported M&A processes
Collaborated across multiple divisions to assure successful strategy and key initiatives execution
Successfully led the sales team to expand on international markets
Secured, negotiated & managed key clients relationships and projects
Took an active role in innovation & product development: AI, Client Engagement, CRM, SaaS propositions
Commercial strategy Negotiation Innovation Product management
Sapiens
Business Development and Acquisition support
January 2015 - January 2016 (1 year)
Joined the UK team to build a PaaS/SaaS proposition for the life insurance market Supported acquisition of Insecco