Senior Advisor, STRATMOR Group
Brett’s primary focus is consulting with banking and fintech clients on strategic direction and initiatives.His client work includes being responsible for go-to-market strategies, new opportunity acquisition, process analysis, complex front-end workflow design, UI/UX direction, brand management, and the consumer experience for both consumer direct and retail lending operations. His most recent projects have focused on helping clients design a business process model and adaptative incubation funnel for marketing initiatives tied to either a unified tech stack or disparate data systems. This work has included deployment of technology that empowers consumers to self-provision online by leveraging sophisticated back-end data validation rules, dynamic pricing and other real-time data calls. Brett has also been responsible for the analysis, acquisition, and implementation of key cloud-based software platforms such as CRMs, lead management systems, business intelligence platforms, eMarketing, compliance, productivity tools, and point-of-sale systems for several financial institutions across the country.