Work
Case studies written the way a delivery review is written.
Each one states the situation, what I ran, and what was measured. Figures for current clients are the client's own numbers; identities are withheld under engagement terms.
Digital account opening
Consumer digital account opening for a large North American credit union
Consumer digital account opening, delivered end to end and taken into production across roughly twenty integrations, with 98% of applications decided without a banker.
Digital lending
First digital self-service channel for a mid-size US commercial bank's small business borrowers
Loan performance dashboard, secure document exchange, insurance renewal upload, ACH and payments, and read-only banker impersonation for guided support. Live in 2026.
Practice and accelerators
Building a generative AI practice for banking
RAG pipelines, reusable banking accelerators and AI adoption roadmaps, with architectural governance over the AI squads that deliver them.
Generative AI, regulated
Generative AI client briefings for the merchant organization of a global card network
Retrieval-augmented generation over internal transaction intelligence and external signals, producing executive-ready client briefs, aligned with governance, compliance and risk requirements.
R&D program delivery
HP Presence
The first conferencing solution to process audio intelligently in the control center, taken from an empty team to a product named to TIME's 200 Best Inventions of 2022.
Generative AI products
Generative AI products at HP Inc: Device Scripts and Campaign Management AI
An LLM-generated remediation product for enterprise endpoints, built by a team of 35, and a natural-language-to-SQL assistant that removed engineering from the campaign loop.
Compliance automation, pre-generative AI
Automated compliance auditing for card-acquisition telesales
Every telesales call audited automatically for mandatory disclosures and explicit consent, with human review for low-confidence cases, built for American Express via IBM in 2020.
Data and AI delivery
Sales and marketing data platform for American Express
A data platform consolidating 80+ source systems into a single view with next-best-action guidance for sales agents, delivered for American Express via IBM.
Data platforms and Agile at scale
Data platforms and Agile at scale for American Express, 2014 to 2018
Three programs in four years for American Express via IBM: accounts receivable modernization, a Data as a Service platform, and Scaled Agile transformation across the risk and collections organizations.
Assets and IP
Reusable assets and IP for financial services at IBM
The function that identified where repeatable intellectual property could replace bespoke build for IBM's financial services clients in North America, and its flagship asset, the Digital Scenario Builder.
Product ownership
Product ownership and partner platforms at IBM Systems and Technology Group
Product ownership of IBM's global Deal Registration platform and four partner platforms, and the ISV enablement relationship for six vendors, in Bengaluru from 2009 to 2014.
Investment governance
Investment governance for IBM India
Facilitating IBM India's internal investment funding process end to end, from intake and business-case review to executive board defense and change control on funded work.