Crédit Agricole Creditor Insurance (CACI)

Project manager

Generali France

- French subsidiary of the 3rd insurance group in the world behind Allianz and Axa -

◾Definition of the target operating model for marketing activities regarding the acquisition of La Médicale, a subsidiary of Crédit Agricole 
    - Established scope delimitation, led as-is and gap analysis workshops, deﬁned target processes 
    - Gained 20% FTEs on the target scope

◾Delegation of activity
    - Established a business case as part of the company’s strategy to reduce overheads
    - Gained 10% FTEs on the target scope

◾Operational efficiency & overheads streamlining on marketing activities
    - Activated technological, organizational & HR levers and estimated potential gains & investments required for arbitration

◾Securing IBANs  & disbursements to reduce fraud
    - Led as-is and gap analysis workshops, deﬁned target processes on certain business lines & subsidiaries including Generali Luxembourg

◾ Implementation of the Action Plan of the Savings Department 
  - Established a cartography of contractual documents archives, established a RACI on IDD, launched the digitization of the contractual documentation of a portfolio of 50 000 contracts 

◾ Launch of Data community
    - Established a community to unite employees around a common culture of data, created the brand identity & the communication strategy
    - Multiplied x3 the number of participants at the end of the first 4 months of existence

◾ Internal topics
  - Internal trainer: design impactful presentations (including training creation), project management
  - Member of the Circle of Innovators
  - Innovation Champion Program
  - Popularization pitch on the blockchain & the Metaverse

Organization & change management project manager

Deloitte

- Big Four worldwide consulting firm - 

◾Outsourcing of part of the business and IT activities of a banking group
    - Defined the transferable scope, designed transitional & target organization
    - +200 employees outsourced under L12-24 to preserve employment
    - 2 consultation information files approved by social authorities

Senior Consultant – Financial Services Industry & fintech

◾Design of target customer journeys as part of the redesign of the IS tool on a European scale for a major banking player
    - Analyzed as-is situation, identified customer pain points, led the service design lab on the co-creation of target customer journeys
    - +42 types of pain points identiﬁed (manual tasks, low value-added tasks, etc.) on 6 customer journeys

◾ Internal topics
  - Wrote pitch (commercial prospecting) on various themes: post merger acquisition integration in insurance, harmonization of insurance subscribing practices within a major banking player, profitability of incubators, chatbot in AI optimization of customer interactions, etc.
  - Launched the mentoring pilot: wrote the pitch, undertook oral presentation in front of the associate comittee, transformed the mentoring pilot into a mentoring program

Consultant – Financial Services Industry & fintech

Crédit du Nord Group

- Banking group, subsidiary of Société Générale -

◾Implementation of a sectoral approach on offers for liberal professions, VSEs, and associations
    - Led packaging, benchmark, regulatory update, commercial animation, management, etc.

◾Implementation of development strategy for professional clients by promoting 2.0 partnerships
    - Launched 4 new partnerships & service offers (media and multichannel strategy, commercial animation, etc.): ALD Automotive, Doctolib, Oxatis, Ellisphere with co-creation of a brand (“PassBtoB”)

Marketing research officer – Professionals market

◾Led 32 operations (print and digital campaigns), 42 documents designed (mailing, customer and employee guides, contracts, point-of-sale promotion), €54,700 engaged budget

Multichannel direct marketing project manager

Néorateur - Eloquence association of NEOMA Business School Reims

◾Defined and implemented brand consistency (graphic quidelines, marketing campaign themes, event coverage including the eloquence contest)
◾ Supervised and strategically coordinated the different communication campaigns: implementation of a retro-planning, distribution on different social platforms. Examples of events: eloquence contest, challenge box.
◾Multiplied the audience by 6 in 3 months

Communication manager

Infusing the insurance realm with a culture of innovation and adept project management while demystifying AI and Web 3.0. Ready to dive in? 🚀

Hello there! I’m your go-to ally for navigating AI, Web 3.0 and fostering a culture of innovation within the corporate tapestry. My 8-year voyage through the banking and insurance sectors has crafted a hybrid professional in me, adept in project management, management consulting, and marketing, standing at the crossroads of tradition and modernity.

Amidst my professional voyage through the banking and insurance sectors, I embarked on entrepreneurial adventures dotted with e-commerce ventures. Although these ships didn’t sail as envisioned, each tumultuous wave served as a crucible, honing my resilience and bestowing invaluable real-world lessons. Now, with a treasure trove of experience, I channel these learnings to steer projects towards success at CACI, bridging the gap between imaginative ideas and actionable solutions.

The narrative doesn’t end here; as an "Innovation Influencer" at Ninety Innovation Community, I find myself thriving where the conventional dances with the unconventional. My quest to nurture a culture of ingenuity propels me onto stages where I spark dialogues on Web 3.0, AI, and the sweeping wave of innovation across industries, inviting others to join this exhilarating dance of modernity amidst tradition.


Achievements Snapshot:

Orchestrated successful branch outsourcing and crafted the target operating model for newly acquired branches.
Spearheaded the launch of an internal data community, marking a significant stride towards a data-driven culture.
Played a pivotal role in the financial turnaround of a subsidiary, showcasing a knack for strategic financial management.

Eager to connect with like-minded professionals and explore collaborative ventures.  If you share a zest for challenging the status quo, fostering innovation, or  wish to exchange insights on AI and Web 3.0, feel free to hit the connect button or slide into my DMs. Let's create waves together! 🚀

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The Battle

Marine Parsi

Jânio Batista Sousa

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