Jackson Lau

Business Process Reengineering | Individual & Corporate Account Onboarding – Global Insurance Firm - Led end-to-end onboarding process reengineering for individual and corporate accounts. - Captured and documented current state workflows, identifying bottlenecks and inefficiencies. - Designed future-state processes using a hybrid-Kaizen Blitz approach to streamline operations. - Delivered Lean Six Sigma training to client teams, improving accuracy and reducing waste/defects. AI Knowledge Centre Initiative – Hong Kong Insurance Firm - Led the Business Analysis & UI/UX workstream, driving requirements gathering and user journey design. - Developed low-fidelity prototypes to visualize features and flows. - Defined AI-powered search acceptance criteria and capabilities. - Participated in test planning and execution to validate features and ensure quality. Identity & Access Management / Broker Onboarding Platform – HK Insurance (Partnership Distribution) - Collaborated with stakeholders to gather, analyze, and document business requirements. - Created business process models and lo-fi wireframes using Miro and Figma. - Designed key features including IA License Verification, Hierarchy Management, and account status flows. - Worked with cross-functional teams (UI/UX, Dev, QA, PMO) to ensure delivery alignment. - Finalized user stories in Jira/Confluence and prioritized backlogs based on value and feasibility. Digital Solution for High Net Worth Segmentation – HK Insurance Firm - Managed requirement gathering and documentation for a new HNW digital segmentation initiative. - Designed to-be customer journeys and operational workflows aligned with user/stakeholder needs. - Led cross-department interviews/workshops to secure buy-in and validate proposed solutions.

System Readiness Assessment – Compulsory Pension Fund Scheme Platform (HK) - Assessed platform readiness for launch across multiple integrated subsystems, with focus on performance, system integration, and UI/UX. - Contributed to QA across SIT, SAT, RT, UAT, and security testing phases. - Liaised with SMEs to capture expectations for test quality and outcomes, validating results with vendors. Data Localization Strategy – UK Banking Client - Analyzed global data localization trends and regulatory landscapes to inform future-proof strategy. - Compared solution patterns and Privacy Enhancing Technologies (PETs) to assess suitability and trade-offs. - Designed an operational governance model for regionally compliant architecture. - Evaluated data resiliency strategies across APAC jurisdictions under evolving data sovereignty laws. IFRS 17 Implementation – Local Insurance Firm - Oversaw UAT processes (ETL & SAS), managing defect triage, root cause analysis, debugging, and retesting. - Acted as the key liaison between developers and business users to ensure testing efficiency. - Provided on-site support during post-implementation phase, ensuring smooth transition and resolution of last-mile issues.

Project - End-to-end Digital SEK Dashboard for a US Bank’s Bancassurance team - Group Office BI Dashboard across all business units - Power BI Migration from Qlik BAU - Drive data analytics initiatives to support bancassurance and brokerage channels - Support channels’ heads to implement business strategy to drive bancassurance growth and sustainable quality brokerage business - Continue enhancement of measuring, tracking and reporting in business performance