Head, Analytics Centre of Excellence, Personal and Commercial Bank @ Bank of Montreal
Lori is an analytics, technology and marketing executive with 20+ years experience driving profitable business growth through the strategic use of data and analytics. Having worked around the globe, she’s helped Fortune 500 companies across financial services, telecom, technology, health care, retail and manufacturing advance their business through the strategic use of data and insights.
Starting in the marketing service provider sector at top tier agencies like Ogilvy1, Rapp Collins and KnowledgeBase Marketing, she developed and executed marketing and analytics initiatives for B-to-C and B-to-B markets, for clients like IBM, Dell, Bell, and Bombardier.
She later held progressively senior positions within top tier Canadian banks. At CIBC, she oversaw credit card acquisition, retention, revenue/risk/ price optimization and partnerships. She became CIBC’s Vice President of Client Insights and Database Marketing responsible for enterprise analytics, research, and direct marketing where she drove bank strategy leveraging insights to proactively identify business trends and opportunities. At TD Bank, as Vice President of Analytics and Market Research she helped reimagine the customer journey and customer contact optimization from a data-driven approach.
Joining SAS, the leading analytics software firm worldwide, Lori was the Executive Lead of Customer Intelligence across the Americas where she led a business strategy, sales and software consulting practice across the Americas. There, she advised firms on the strategic use of customer intelligence, and integrated approaches to customer management. She established analytics technology, processes and structures empowering firms to compete.
Today, as Head of BMO’s Analytics Centre of Excellence, Lori oversees analytics for the retail bank including: revenue/risk/price trade-off decisions, product analytics, customer optimization, database marketing, predictive analytics, customer experience, sales and service optimization. She also leads enterprise customer journey analytics, and cross-channel client experience analytics, and the monetization of journeys.
Lori is a frequent industry speaker, published writer, and analytics thought leader. She’s also a board member of the Queens, Schulich and Goodman Analytics Schools.