Taewoo Yi - Digital Strategy Consultant

Goyang-si, Korea, Republic of

Experience

Jun 2023 - Present

2 years 8 months

Digital Strategy Consultant

Freelancer

Working as a Native Korean Audio Transcriber for OpenTrain AI
Participated in a binary preference project as annotator and rater for Korean language, analyzing audio files and annotating them based on specific criteria
Consulted for the KOSCOM Report official webzine produced by Hankyung Business Magazine to promote KOSCOM’s business to 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, and ESG in the financial services 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 the pandemic
The dawn of the My Data era
Outlook for public cloud service

Sep 2022 - May 2023

9 months

Korea, Republic of

Associate Director, APAC Future of Work Leader

Searce Korea

Provided Future of Work 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 deliver data and analytics-driven Future of Work services

Jan 2019 - Apr 2022

3 years 4 months

Korea, Republic of

Consulting Director, Korea Lead for IDC Financial Insights

IDC

Led business development, consulting proposal development, and project delivery covering IT buyers and suppliers
Achieved 128% of the 2021 annual target
Key projects and achievements in data and analytics:
Shinhan Bank contextual banking strategy
KB Kookmin Bank data roadmap and profiling strategy for customer personalization
KB Securities data-driven business transformation in securities and investment banking
SAS Korea Customer Spotlight – Busan Bank Data-to-Digital case study
Cloud and data center reports for NIPA (Korea cloud market trend and insight report; usage and maturity analysis; COVID-19 impact; top service players analysis), AMD, and Huawei
Future of Work frameworks and best practices for KB Financial Group and Dell Technologies
AI and smart industry market insight reports for NIPA (automobile, healthcare, sustainable energy) and Huawei (smart healthcare and education)
SW and API market studies for KOSA (Southeast Asia) and SPRI (seven countries)
Thought leadership: led CIO and CDO forums, keynote speaker and writer on topics such as Future of Work, Data-to-Digital Strategy, Hyper-personalization, Intelligent Automation, Data Monetization, Customer Journey, and Korea Cloud Market Growth Strategy
Advisor: advisory committee member for the Ministry of Science and Technology on government cloud policy

Nov 2013 - Dec 2018

5 years 2 months

Korea, Republic of

Senior Industry Consultant for Financial Service

Teradata

Provided data-driven business strategy, digital transformation, data warehouse migration to cloud, big data and AI roadmaps, and customer journey analytics for financial services clients including banks, insurance, securities, credit card, retail, telco, and manufacturing
Project manager for KB Kookmin Bank customer analytics, Shinhan Bank customer journey, Hanwha Insurance customer experience, and KB Bank big data roadmap projects
Business consulting for Shinhan Bank ecosystem, IBK, NH Bank, and Citibank big data projects
Pre-sales consulting for KB Financial Group, Shinhan Bank, KB Securities, BC Card, Kyobo Life Insurance, and SC Bank on fintech, AI, digital banking, data-driven marketing, and real-time marketing strategies

Nov 2012 - Oct 2013

1 year

Korea, Republic of

Branch Manager (Apgujeong Branch) / 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
Led marketing promotions and sales campaigns
Supervised sales activities to achieve branch sales goals

Sep 2008 - Sep 2012

4 years 1 month

Korea, Republic of

Head of Marketing

Prudential Investment & Securities

Developed wealth management strategy with Oliver Wyman and IDEO, acquiring over 10,000 new affluent customers through seminars, referrals, and direct marketing
Worked cross-functionally to implement target marketing strategies, win-back and up-sell campaigns, increasing retention by over 30%
Conducted customer analysis on attrition, savings plan activation, and up-selling to inform marketing and sales processes
Managed CRM integration and NPS strategy to enhance customer experience

Aug 2007 - Aug 2008

1 year 1 month

Korea, Republic of

Deputy Head of Wealth Management Marketing

Hyundai Securities Co.

Developed wealth management business plan including sales process design, private banker training, CRM platform upgrade, and new sales channels, increasing AUM by $835 million in one year
Created marketing strategy to acquire 3,500 potential customers, converting 20% to new clients with a 95% retention ratio using seminars, micro-marketing, cross-selling, up-selling, and mileage programs
Developed the “Choice & Care” brand to increase awareness and loyalty

Aug 2005 - Jun 2006

11 months

Korea, Republic of

VP, Wealth Management Marketing

HSBC

Launched and refined the Premier brand, strengthening wealth management positioning for affluent customers
Acquired 2,735 new Premier customers in three months, exceeding targets
Established exclusive services for Premier customers including membership, financial planning, 24-hour hotline, and global services
Executed nine investment product campaigns, generating $411 million in six months
Implemented a deposit campaign converting 1,870 new deposit customers into investment clients, adding $478 million

Jul 2001 - Jul 2005

4 years 1 month

Korea, Republic of

Head of Private Banking / Head of Marketing

Shinhan Financial Group

Developed and implemented innovative private banking marketing strategies based on BCG consulting, achieving $1.1 billion AUM
Designed and promoted first-to-market products like the KOSPI index-linked time deposit, and programs like Health Care Service and Art Banking
Acquired 1,050 new customers with average balances over $1 million through seminars, direct mail, and alliances
Established Shinhan Bank’s private banking business in Korea by benchmarking Citigroup PBG and BNP Paribas HK
Launched “Double Premium” deposit product, achieving $1.5 billion in sales in three months

Aug 1995 - Jul 2001

6 years

Korea, Republic of

Product Development Manager / Citigold Marketing Manager

Citibank

Executed marketing strategies for Citigold to increase brand awareness from 10% to 40% and grow the customer base from 8,000 to 12,000
Raised cross-selling ratio for investment products among Citigold customers from 5% to 44%
Enhanced Citigold business proposition through customer communication, DB marketing, CRM, internet banking, and financial consulting
Developed over 10 new products representing 50% of deposit volume, including deposits, trusts, investment products, and FCY
Conducted market research and analysis to inform 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