Geoffrey Poon

(Business Strategy & Analytics Lead)

• Aligned with company strategy to develop medium- and long-term business visions (life, health, insurance, employee benefits), supporting executive leadership in shaping actionable strategic plans.

• Led cross-departmental task forces and partnered with stakeholders in distribution, marketing, products, operations, and controls to deliver business planning, market analysis, and feasibility studies for new initiatives.

• Prepared and evaluated business cases for tech-enhanced propositions, using analytics and market research to influence executive decisions and drive revenue growth.

• Generated HKD $900K in reactivation revenue through targeted strategy and data-informed customer campaigns, improving conversion and business outcomes.

• Oversaw KPI tracking, performance scorecards, and continuous business performance monitoring, presenting insights and recommendations to senior management for strategic decision-making.

• Mentored and developed a high-performing business intelligence team, resulting in internal promotions and earning High Potential (HiPo) recognition.

(Strategic Business Planning)

• Supported executive leadership in customer acquisition, retention, and cross-sell strategies leveraging ecosystem , translating broad vision into unified, action-oriented plans.
• Conducted multi-channel market feasibility and revenue optimization studies; prepared Investor Relations (IR) materials to communicate medium- and long-term business strategies.
• Implemented and monitored segmentation, customer lifetime value (CLTV) modeling, KPI dashboards, and performance tracking to enable strategic decision-making across retail, finance, and property business lines.
• Partnered with business units, IT, and external partners to integrate data insights and action plans for growth, including launching digital engagement and cross-sell programs.

(Business Transformation Advisor)

• Transformed customer servicing, marketing, and operations by partnering with stakeholders to identify data-driven opportunities and translate challenges into impactful solutions.
• Delivered actionable market and business recommendations using predictive analytics and segmentation models that improved campaign and team effectiveness.
• Client Engagement and Business Development

(Business & Data Translator)

• 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.

(Business Innovation Strategist, R&D Commercialization)

• Led technology commercialization and business innovation for emerging tech projects, conducting market studies, patent applications, and feasibility analyses aligned with business goals.

• Delivered business outcomes through strategic transformation of R&D outputs into commercial applications (chatbots, video analytics, etc.).

(Machine Learning and Applied Business Analytics)

• Supported business applications of advanced analytics, conducting experiments and building prototypes for academic and startup use cases.