Lucia Uribe is a Partner in Oliver Wyman Financial Services� Retail and Business Banking practice, and has over thirteen years of experience in financial services strategy consulting. Her work has spanned consumer credit, deposits, and investments.Lucia has advised major retail banks, lenders, wealth managers, and governments on topics including general business strategy, new product design and development, customer acquisition, cross-sell and retention, sales and marketing programs, sales force and distribution management, customer experience design, client and product profitability, customer value management, marketing analytics, retail risk management, operational efficiency and effectiveness, retail network and value proposition design, and reengineering.��� A major theme in Lucia�s work is the application of a customer-centric lens to solve key strategic problems.� Examples of such work include:�For a large regional bank, redesigning the client�s consumer checking product line-up, in order to optimize the alignment of value to both consumers and the bank�For one of the major card networks, creating a detailed roadmap to become the partner of choice for issuers, by enhancing the end-customer servicing experience for the most valuable segment of cardholders�Working with numerous clients to optimize sales dialogues and results via adaptive rapid optimization toolsShe has worked with major clients throughout the United States, Canada, Australia, and the Caribbean and has been an invited speaker at industry conferences.Lucia holds an AB degree from Harvard College, where she graduated with an Honors degree in Social Studies.
Like what you see? Make sure you're getting it all
Get news and analysis for wirehouse and regional broker-dealer advisors