A collaborative mindset, and strong communication across multiple teams, are her key ingredients for success in her role overseeing business growth efforts across BBH’s custody, data, digital, and technology service offerings for the financial institutions segment.
What do you find unique about working at BBH?
The most unique thing by far is the culture. BBH has such a special culture where, across the firm, everyone is hugely collaborative and invested in helping each other succeed. There’s a noticeable focus on giving people the time and resources to help them grow. This support from all levels and BBH’s investment in its people is incredibly empowering and something I think translates directly to the client experience.
How do you inspire collaboration amongst a variety of teams?
I work across a range of BBH teams that support our financial institution clients. My role involves collaboration with a breadth of highly experienced and hugely knowledgeable experts who might not work together consistently. My focus is really centered around fostering collaboration and ensuring cohesion to derive the best possible outcomes for our clients, which I believe are built on two things: communicating clearly and listening.
At the outset of a project, I think it’s essential to establish a clear vision and set of goals with the group. Having everyone on the same page – and working within defined roles and responsibilities – alleviates the risk of having too many cooks in the kitchen! I also find it very important that each person has a voice in the process and feels heard. That’s how we get the most value from having BBH’s best talent gathered around the table. The power of that collective strength and solutioning is what differentiates us and is what we believe brings our clients real benefit.
Working collaboratively with high performing teams to achieve shared goals has always been something I’ve enjoyed; success is always better when you can share it with other people.
What challenges are top of mind for BBH’s bank clients and prospects?
The financial services industry is evolving rapidly, and banks are looking for ways to adapt. We’re hearing from financial institutions that we engage with, including some of the biggest universal and private banks, that they cannot and/or do not want to build the solutions to these market changes themselves. They are looking for strategic partners like BBH to help with infrastructure modernization and transformation, new technology adoption and strategies to comply with ever increasing regulation.
System modernization is a priority as banks seek to navigate disparate and duplicative platforms and systems. They are layering in new technology, products, markets, or businesses, but are challenged in connecting those new platforms with core legacy systems while maintaining the same level of operational service and resilience.
Many institutions are also adopting artificial intelligence and machine learning to help mitigate operational risk posed by manual processes.
This is in addition to keeping up with the continuous industry developments such as T+1 and adjusting to how these regulations are impacting their operations while maintaining the same service levels.
We are finding that banks are looking to partner with us because we are a bank ourselves. BBH understands first-hand the complexities of bank infrastructures and has decades of experience and expertise as a trusted service provider. We’re not only investing in these new technologies for ourselves, but we’re also sharing our architecture and ongoing investment with our clients so they’re not just getting Software as a Service (SaaS), they’re also getting deep – and pragmatic – subject matter expertise.
Looking back, what advice would you give yourself on your first day of work?
Thinking back to the person I was right out of university; I think I would have told myself to push outside of my comfort zone a lot more and not wait to be asked. Over time I’ve realized we’re all capable of way more than we think we are and I’m a firm believer in not looking back or regretting and wondering ‘what if.’ I’d also tell myself to stop worrying about failing because every failure brings valuable learnings that you can apply to achieve future success!
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