ASP Sales and Services (PTY) LTDProduct Manager and Customer Experience Lead for Sure Digital
Nov. 2022 - Sep. 2024GlobalProduct Manager of the chat-based products for Financial Advisors which included: onboarding of new clients, Financial Needs Analysis, financial product recommendations, financial advisory client book migrations, individual client migrations, and FICA disclaimers. The chat-based products also ensured FICA disclaimers and financial needs analysis of a client are updated. Chat products reduced the manual work required by financial advisors so the financial advisors and administrators. Moved 80% of a clients book in four months. Reduced the time to onboard a client - included financial needs analysis and FICA disclaimers - to a 5-minute conversation. All products included full records, transcriptions, and other documents for regulatory needs.