Taewoo Y.

Digital Strategy Consultant

Goyang-si, Korea, Republic of

Experience

Jun 2023 - Present
2 years 6 months

Digital Strategy Consultant

Freelancer

  • Working as a native Korean audio transcriber for OpenTrain AI
  • Participated in a binary preference project as annotators and raters for Korean language, analyzing audio files and annotating them based on specific criteria
  • Worked as a freelancer consultant for KOSCOM Report for an official webzine produced by Hankyung Business Magazine to promote KOSCOM business toward industry experts
  • Provided monthly content planning reports for the newsroom and semi-annual ICT trend reports for the financial services market
  • Delivered more than 10 specialized reports to KOSCOM newsroom covering digital transformation, cloud service, My Data, ESG in financial service industry, including:
  • Korea's New Deal, revitalizing the digital economy
  • Post-COVID era, the rise of cloud
  • The growth of the hybrid cloud market
  • Changes in IT investment strategy after pandemic
  • The dawn of the My Data era
  • Outlook for Public Cloud Service
Sep 2022 - May 2023
9 months

Associate Director, APAC Future of Work Leader

Searce Korea

  • Worked as Future of Work (FoW) leader, providing consulting services on big data, AI, and cloud
  • Defined Future of Work as a key enabler for digital transformation, driving data-driven business leveraging modern technologies
  • Partnered with Google Cloud to provide data and analytic-driven FoW service
Jan 2019 - Apr 2022
3 years 4 months

Consulting Director / Korea Lead for IDC Financial Insights

IDC

  • Worked as a consulting director covering IT buyers and IT suppliers, led business development, developed consulting proposals, and managed project delivery
  • Achieved 128% of the 2021 annual business performance target
  • Key projects and achievements:
  • Shinhan Bank, contextual banking strategy
  • KB Kookmin Bank, data roadmap and profiling strategy for customer personalization
  • KB Securities Company, data-driven business transformation in securities and investment banking industry
  • SAS Korea, Customer Spotlight - Busan Bank Data-to-Digital case study
  • NIPA, Korea cloud market trend and insight report; Korea cloud usage and maturity analysis by industry; impact of COVID-19 on Korea cloud market; top cloud service players analysis by service type
  • AMD Point of View - digital transformation and data center
  • Huawei, six vertical industries study for IP, server, storage market
  • KB Financial Group, Future of Work in financial industry – framework, priorities, and best practices
  • Dell Technologies, info brief - intelligent digital workspace in hybrid work model
  • NIPA, AI market insight report for automobile, healthcare, and sustainable energy industry
  • Huawei, Korea smart healthcare and education market study
  • KOSA, API market study in Southeast Asia
  • SPRI, software market study for USA, China, Germany, Japan, UK, India, and Korea
  • Led CIO and CDO forum participating key industry leaders
  • Keynote speaker and writer on topics: Future of Work, Data-to-Digital Strategy, Hyper-personalization, Intelligent Automation, Data Monetization, Customer Journey, Korea Cloud Market Growth Strategy
  • Served as advisory committee member for Ministry of Science and Technology on government cloud policy
Nov 2013 - Dec 2018
5 years 2 months

Senior Industry Consultant for Financial Service

Teradata

  • Provided value-added business insights for end-users with data-driven business strategy, digital transformation strategy, data warehouse migration to cloud, big data and AI roadmap consulting, and customer journey analytics
  • Served clients including Shinhan Bank, SC Bank Korea, KB Bank, IBK, NH Bank, Hana Bank; Kyobo Life, Samsung Life, Hanwha Insurance; KB Securities, Hanwha Securities; BC Card, Shinhan Card; Hyundai Department Store, Shinsegae Department Store, E-Mart; KT, LG U+; Samsung Electronics, GM Korea
  • Project manager for KB Kookmin Bank customer analytics consulting, Shinhan Bank customer journey consulting, Hanwha Insurance customer experience project, KB Bank big data roadmap consulting
  • Business consultant for ecosystem consulting for Shinhan Bank; big data consulting for IBK, NH Bank, Citibank
  • Pre-sales consulting advice on fintech and AI strategy for KB Financial Group and Shinhan Bank, digital banking strategy for KB Securities, data-driven marketing strategy for BC Card and Kyobo Life Insurance, real-time marketing strategy for SC Bank
Nov 2012 - Oct 2013
1 year

Branch Manager / Head of Marketing

Daishin Savings Bank

  • Developed business and marketing strategy
  • Reported market and competitor analysis to top management
  • Executed product activation plans
  • Developed channel strategy including branch optimization plans
  • Led marketing promotion and sales campaigns
  • Supervised sales activities to accomplish branch sales goals
Sep 2008 - Sep 2012
4 years 1 month

Head of Marketing

Prudential Investment & Securities

  • Developed wealth management strategy in collaboration with Oliver Wyman and IDEO consulting
  • Acquired over 10,000 new affluent customers through seminars, referrals, and direct marketing
  • Worked cross-functionally with sales, learning center, and product teams to implement target marketing strategies that increased retention ratio by over 30%
  • Conducted customer analysis including attrition, regular savings plan activation, and up-selling analysis
  • Enhanced customer-focused value proposition as project manager for CRM integration and led Net Promoter Score strategy
Aug 2007 - Aug 2008
1 year 1 month

Deputy Head of Wealth Management Marketing

Hyundai Securities Co.

  • Developed wealth management business plan covering new sales process design, private banker training, CRM platform upgrade, and new sales channel development, increasing AUM by $835 million in one year
  • Developed marketing strategy to acquire 3,500 potential customers, converting 20% to new customers and maintaining a 95% retention ratio using seminar marketing, micro-marketing, cross-selling and up-selling, and customer mileage program
  • Developed WM brand “Choice & Care” to increase brand awareness and customer loyalty by delivering differentiated value propositions
Aug 2005 - Jun 2006
11 months

VP, Wealth Management Marketing

HSBC

  • Strengthened brand positioning of wealth management service to affluent customers by refining and launching the Premier brand
  • Acquired 2,735 new Premier customers in three months after launch
  • Established exclusive services for Premier customers including membership service, financial planning service, 24-hour hotline service, and global service
  • Executed nine investment marketing campaigns for on-shore and off-shore funds, generating $411 million new volume in six months
  • Implemented a deposit product campaign that converted 1,870 new deposit customers into investment customers, generating $478 million new volume
Jul 2001 - Jul 2005
4 years 1 month

Head of Private Banking / Head of Marketing

Shinhan Financial Group

  • Developed innovative private banking marketing strategies based on BCG consulting, contributing to $1.1 billion AUM through integrated marketing activities
  • Designed and promoted first-in-market products such as KOSPI index-linked time deposit
  • Advanced marketing programs including health care service, art banking, and strategic alliance program
  • Broadened new customer acquisition programs via target marketing, financial seminars, direct mail marketing, and alliance marketing, achieving 1,050 new customers with average footing over $1 million
  • Set up the first private banking business in Korea by benchmarking Citigroup PBG and BNP Paribas HK and reinforcing business strategy
  • Launched liability products, including “Double Premium” which achieved $1.5 billion in three months
Aug 1995 - Jul 2001
6 years

Product Development Manager / Citigold Marketing Manager

Citibank

  • Executed marketing strategies and programs for Citigold, increasing brand awareness from 10% to 40% and extending customer base from 8,000 to 12,000
  • Increased cross-selling ratio of investment products among Citigold customers from 5% to 44% in two years
  • Enhanced Citigold business proposition through improved customer communication, database marketing, CRM, internet banking, and financial consulting process
  • Developed over 10 new products accounting for 50% of total deposit volume, encompassing bank deposits, bank trusts, investment products, and foreign currency
  • Conducted ongoing and ad hoc market research and analysis to inform innovative marketing strategies

Summary

Proven Digital Strategy Consultant with differentiated experience in both Business and IT Industry

  • Exceptional Experience as a project manager for both business and IT industry.
  • Extensive Network with C-levels in various industries including major Financial Groups
  • High Performer by focusing clients’ core requirements and managing complicate expectation
  • Team Work Player in developing sales strategy and delivering flexible solutions as a team
  • Strategic leadership in delivering ‘the reason to buy’ with Thought Leadership in the market

Languages

Korean
Native
English
Advanced

Education

Jul 1994 - Jun 1995

University of Pittsburgh

Master of Business Administration, Concentration in Marketing · Business Administration · Pittsburgh, United States

Mar 1985 - Feb 1990

Hanyang University

Bachelor of Science · Textile Engineering · Korea, Republic of

Certifications & licenses

Advanced level of English translation

Translation Institution

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