Business Analyst | Architecture Advisor | Product Owner
Digital transformation expert with over 20 years of experience in banking, insurance, and wealth management sectors. Recognized specialist in complex business solution design, combining in-depth financial product expertise with mastery of agile methodologies and user experience.
Proven ability to work on major strategic transformation programs, from needs analysis to delivery of innovative solutions generating measurable value.
Analysis and structuring of major innovation programs, complex process mapping involving multiple business domains, strategic bilingual workshop facilitation, agile coordination with all innovation lab teams
Complete value stream diagnostic for mutual funds, ETFs, term savings, and PGLM, at-risk capability identification, strategic initiative proposals generating significant efficiency gains
Full migration leadership including testing strategies, technical coordination, process documentation, operational risk reduction and regulatory compliance
Design and facilitation of "Wealth Management 101" program covering financial system actors, regulation, instruments, and asset classes
Product Owner of the digital roadmap, deployment of iOS applications to 2,000 agents, measurable user experience improvement and rapid adoption
HEC Montreal (in progress - completed in 2027)
UX Design Institute (2020)
National Conservatory of Arts and Crafts, Paris (2008)
European Business School, Paris (2002)
Nielsen Norman Group (2021)
Scaled Agile Framework (2019)
Professional Scrum Product Owner I (2019)
UXalliance (2017)
Project Management Professional (2013)
Unitrax, Global+, tenue de registres
Agile Scrum, SAFe, Design Thinking, Lean
JIRA, Microsoft Project, Visio, Quality Center, Trello, Basecamp
Axure, Balsamiq, Figma, usability testing
Services Web (REST, SOAP), iOS, Android, HTML/CSS, ServiceNow
French (natif), Anglais (professionnel), Espagnol (conversationnel)
Roni Conseil was born from a clear vision : combine technological expertise and deep knowledge of financial products to create digital solutions that truly meet the sector's needs.
After over 20 years working in the banking and insurance sectors, I observed a persistent gap between technical teams and the realities of financial products. Web and mobile projects often lacked this deep understanding of financial instruments, regulation, and specific business issues.
Roni Conseil brings this unique expertise : mastery of digital technologies combined with in-depth knowledge of wealth management products, investment funds, retirement savings, and complex financial mechanisms.
Support financial institutions in their digital transformation projects providing rare dual expertise : mastery of web and mobile technologies focused on user experience, AND deep understanding of financial products and sector.
This combination enables the design of solutions that are not only technically excellent, but precisely meet regulatory requirements, business constraints, and end-user expectations in the financial domain.
Value stream diagnostic and mapping, strategic business solution design, technology platform modernization
Group retirement savings, mutual funds, balance sheet products, investment product manufacturing
Certified Product Owner (PSPO I), SAFe PO/PM, Scrum team leadership, product backlog management
UX Master Certificate (Nielsen Norman Group), customer journey design, prototyping, usability testing