About Lone
I have spent many years helping banks, vendors and partners build robust systems, solutions and skills. Working in a bank you have a set of requirements from a product perspective such as functionality, quality, compatibility and flexibility. Working at a software vendor your focus is narrowed to selling and delivering a specific product to the customer. The vendors’ scope does not completely cover the bank’s requirement and so the bank needs to either have the skills in house or buy them in from outside.
Having seen both sides of the coin this space between the banks need and the vendors’ scope is where I wanted to make a difference. Why Step Forward in particular – that is all about the people and respect for each other’s experience, skills and work ethics. We have known and worked with each other for many years in a number of software vendors. As a small niche company, we have the ability to focus each region on the business demand and expertise of the partner in charge.
Projects
“There is always a solution to a problem, if you take the time to listen and understand what your customer is telling you, you will learn how to help them solve their challenges”
I built a niche private bank up from scratch, from getting the banking licence to being fully operational, Visa and SWIFT compliant, reg reporting up and running, accounting book defined and welcoming our first customers all in just 6 months.
Joined a bank on April 1st, on that same day they delivered the new banking software and hardware with a couple of instruction manuals. Got handed to me and told ‘here figure this out’. Not having implemented a front to bank banking software before this was a challenging task - went live in 6 month
A major German bank was running a transformation project with our software and had a very hard Dec 31st deadline. In late September the CEO realised they were not going to make it. Called our director to ask for help and I got sent out to help fix it. I joined the bank’s board for the duration, took over the full responsibility of the project, moved in and spent day and night at the bank getting the project live. We made it by the skin of our teeth. I was not a popular person at the bank but they went live without a hitch.
“Trust is everything - if your customer can’t trust you there is no basis for a relationship.”
Excerpt of Professional Experience
Global Head of Partner Engagement | Finastra
Delivered standards and enablement to Finastra partners increasing their ability to deliver Finastra products across the globe
Global Head of Customer Engagement | Misys-Finastra
Responsible for customer engagement and satisfaction globally, business development for support services and crisis management.
Professional Services Director APAC | Misys
Heading up professional services for the regions. Managed up to 200 consultants across the region. Execution of the turn around of the business in the APAC following the acquisition of Misys by Vista Equity Partners.
Regional Head of Operations Risk Division APAC | Thomson Reuters
Responsible for the operations, finance, delivery and support of the Kondor suite of products
Regional Director Professional Services APAC | Misys
Responsible for sales and delivery of banking services in APAC. Leading a team of 200+ people spread across the region.
Head of Professional Services Engagement and Customer Support Europe | Misys
Responsible for services sales and customer support management in Europe and Latin America across all business lines.
Account Manager German speaking banks Europe | ERI Bancaire
Account and Delivery Management of Private Banking software to German speaking banks. Delivering projects in the very challenging newly opened Eastern Europe as well as Benelux
Tags
banking, investment banking, delivery, fusion kondor, finastra, private banking, wealth management, transformation