As a strategic advisor in the financial services segment, Lisa brings expertise in business transformations, digital product solutions, customer segmentation and insights, fintech partnerships, as well as merger integrations. Lisa is a versatile and future-focused leader. She has a talent for uncovering critical insights, crafting practical game plans, and accelerating business growth and success. Her sweet spot is enabling business leaders and technical experts by helping them define, design and deliver their strategic roadmap. Lisa offers clients a unique combination of strategic thinking and efficient execution.
Lisa’s 20-year career spans multiple areas of financial services and their business and fintech partners, from enterprise strategy functions to retail banking, digital wealth and business banking and payments. Her past clients include TD Bank US, Laurentian Bank, NTT-BPO, and several small businesses and startups. Prior to consulting, Lisa worked in-house at Scotiabank, where she led digital, product and analytics teams in direct investing and wealth. In addition, she supported enterprise-wide strategy functions, facilitated a global organization model redesign in business banking & payments, and also led business innovation research in the Executive PMO.
Lisa has an MBA from Dalhousie University and a BA, Journalism from Toronto Metropolitan University. She has professional designations in Change Management (Prosci), Product Management (Pragmatic Institute), Agile for Product Managers, and AI Business Strategy and Application (Next AI Canada).
Veritux independent consultants are available where you need them – in all major markets and every global region.