Geoffrey Poon
Business Strategy & Analytics Lead
Hong Kong
Summary
Results-driven Business Strategist and Data Insights Leader with 8+ years in global financial and insurance institutions (including AXA HK & Macau and DBS Bank), specializing in developing medium- to long-term strategic visions, conducting feasibility studies on AI/health tech initiatives, and delivering strategic agendas through stakeholder partnerships. Proven in preparing business cases, market analysis, financial/non-financial evaluations, and tracking KPIs to elevate performance—e.g., generated HKD $900K in reactivation revenue from 20K targeted customers with 2% conversion in insurance portfolios. Experienced in AI/ML, data science, and leading to formulate problems, devise solutions, and implement changes. Strong communicator with expertise in presentations to senior executives, boards, and committees; committed to long-term career in financial institutions. Currently pursuing EMBA in Business Administration (Quantic School of Business and Technology) with scholarships and completed specializations in Finance, Strategy, Markets & Economics, Advanced Finance, and Business Communications—aligning with financial products strategy, accounting, and product concepts.
Overview
10
10
years of professional experience
3
3
Languages
Work History
Data Analytics & Insights Manager
AXA HK & Macau (Financial Services)
02.2023 - Current
- Aligned with and supported company strategy plans in developing medium- to long-term visions for financial initiatives (including cross-sell in life, health, employee benefits, and general insurance), by planning functional data analytics strategies cascading from business and corporate levels, framing use cases into measurable returns to supplement upper-level objectives, and overseeing cross-sell opportunities across product lines.
- Conducted market analysis and feasibility studies on strategic initiatives, including tech-enhanced propositions, through business case preparation and multi-faceted financial evaluations to influence executive decisions and revenue growth.
- Delivered strategic agendas by partnering with key stakeholders in distribution, marketing, products, operations, and control functions, leading cross-departmental task forces for optimization and ensuring alignment across functions.
- Oversaw performance tracking, akin to budget/forecast processes and scorecards, by monitoring KPIs, preparing analytical reports, and providing regular updates on segmentation, asset optimization, and business performance to senior management.
- Prepared presentations and reports for executive forums on strategic agendas, elevating performance by identifying barriers (e.g., engagement gaps) and recommending actions like personalized digital solutions.
- Communicated effectively with internal stakeholders and external partners, evolving BI function into a strategic partner and earning High Potential (HiPo) recognition for 2025 while developing a team of 4 with 1 promotion and 2 outperformers.
Manager, Group Customer Ecosystem & Relationship Management
New World Development Company Limited (Conglomerate)
04.2022 - 02.2023
- Supported GM of customer ecosystem and relationship management in planning customer acquisition, retention, and cross-sell strategies, including forecasting and projecting trends, and preparing Investor Relations (IR) materials to align with corporate vision and drive medium- to long-term growth in financial propositions.
- Supported strategic vision development by conducting feasibility studies on channel expansion and partnerships, including market analysis and evaluations to optimize revenue across multi-brand ecosystems.
- Delivered strategic initiatives by closely partnering with distribution, marketing, products, operations, and finance teams, consolidating requirements into unified plans and pioneering segmentation/CLTV modeling for proactive win-back and cross-sell.
- Oversaw KPI tracking and performance monitoring, akin to scorecard processes, by revamping cross-sell formulas with finance teams, tracking metrics, and providing internal consultancy to accelerate growth in financial sectors.
- Prepared business cases and updates for senior stakeholders on ecosystem projects, identifying barriers to success (e.g., data silos) and recommending tech-driven actions like data integration from multiple touchpoints.
- Built strong relationships with Business Units, IT, and external partners, facilitating real-time decisions through tailored dashboards and unlocking opportunities in business propositions.
- Planned and implemented cross-sell initiatives and programs across multi-brand ecosystems (including financial products like FTLife insurance, akin to credit cards), stimulating usage and achieving revenue targets by consolidating stakeholder requirements into unified strategies.
- Performed data analysis on customer portfolios and segments to identify opportunities, transforming purchasing behavior into lifecycle segments with HNW indicators to enable proactive win-back, upsell/cross-sell, and digital nurturing.
- Monitored business performance and reviewed strategy results, including marketing budgets and P&L, by revamping cross-sell formulas in collaboration with finance teams and tracking metrics for diverse brands in retail, financial, and property sectors.
Senior Associate (Data Business Project)
Cognizant (Consulting Services, Luxury Client)
04.2021 - 04.2022
- Transformed customer servicing, marketing, and operations by partnering with stakeholders to identify data-driven opportunities and translate challenges into impactful solutions.
- Enhanced customer experiences and salesman assignments by optimizing CRM and marketing tactics through complex data analysis and predictive modeling.
- Improved model accuracy and efficiency by leading deployment of analytical models across teams, reducing predictive error by 30% via root cause prediction and continuous monitoring.
Data Scientist (Seconded to DBS)
IBM (Consulting, Financial Services Client)
11.2020 - 03.2021
- Provided actionable market insights and recommendations on remittance trends during COVID-19 to business teams, supporting business planning.
- Designed machine learning solutions for key business needs, including sentiment analysis with 20% improved accuracy, by translating challenges into targeted data science projects.
- Generated strategic insights for customer engagement by collaborating with data analysts and engineers to process and transform complex datasets.
AI/ML Researcher (R&D Commercialization)
LSCM MultiTech R&D
09.2018 - 10.2020
- Accelerated commercial impact by leading AI/ML innovations, including market studies and patent applications for data-driven sales and marketing use cases.
- Delivered business applications by conceiving and executing four Data Science projects, such as a Cantonese-based chatbot and video analytics, with feasibility analysis.
- Expanded analytical capabilities for innovative R&D projects by evaluating and implementing new methodologies.
Research Assistant (ML)
Caritas Institute of Higher Education
02.2016 - 08.2018
- Advanced research objectives by executing machine learning experiments and co-authoring publications.
- Supported potential business applications by designing and evaluating innovative models and prototypes.
Education
Executive MBA - Business Administration and Management
Quantic School of Business and Technology
Master of Science - Mechanical and Automation Engineering
Chinese University of Hong Kong
Hong Kong07.2016
Skills
Business & Strategy: Strategic Vision Development, Business Planning & Forecasting, Market Analysis, Financial Evaluations, Functional Strategy Planning, KPI Formulation & Tracking, Corporate Finance, Markets & Economics, Strategic Planning, Regulatory Awareness
Timeline
Data Analytics & Insights Manager
AXA HK & Macau (Financial Services)
02.2023 - Current
Manager, Group Customer Ecosystem & Relationship Management
New World Development Company Limited (Conglomerate)
04.2022 - 02.2023
Senior Associate (Data Business Project)
Cognizant (Consulting Services, Luxury Client)
04.2021 - 04.2022
Data Scientist (Seconded to DBS)
IBM (Consulting, Financial Services Client)
11.2020 - 03.2021
AI/ML Researcher (R&D Commercialization)
LSCM MultiTech R&D
09.2018 - 10.2020
Research Assistant (ML)
Caritas Institute of Higher Education
02.2016 - 08.2018
Executive MBA - Business Administration and Management
Quantic School of Business and Technology
Master of Science - Mechanical and Automation Engineering
Chinese University of Hong Kong
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