Lawrence Samson

Lead global strategy and execution for data, analytics, and CRM capabilities across retail and wealth businesses in 20+ countries. Align data assets and insights with revenue, product, and customer objectives, supporting C-level decision-making and investor reporting.
Key Achievements:

• Modernized data infrastructure: Migrated legacy BI systems to cloud (GCP, Azure), deploying data mesh/fabric tooling for scalable analytics and real-time insights, while ensuring compliance with global privacy and data transfer regulations.

• Defined and operationalized key strategic metrics: Delivered globally standardized data assets for Net New Money, Sustainable Investment (ESG), RM performance, and Total Client Relationship across Wealth and Private Banking on cloud platforms.

• Enabled data-driven customer experiences: Led cross-functional teams to streamline onboarding, enhance customer profitability models, and inform pricing strategies-driving CX improvements and commercial impact.

• Drove international business growth: Developed FX fund flow and international customer insights across borders to support corridor management, credit profiling, and multi-market CRM strategies aligned with HSBC's global vision.

• Enhanced operational efficiency: Implemented unified workforce analytics and ML-driven forecasting for 24-country contact centres across entities, optimizing staffing and journey management across voice, chat, and telephony.

• Championed CRM innovation: Deployed Microsoft Dynamics CRM across regions with integrated data visualization (Power BI) and AI-enhanced features for RM productivity, financial planning, and portfolio insights for frontline RMs

• Integrated AI/GenAI solutions: Delivered sandbox POCs and scaled UI/UX-driven GenAI use cases via workspace tools; applied prompt engineering and LLM concepts to democratize analytics.

• Led global regulatory alignment: Built and tracked strategic KPIs for EXCO, GEC, and investor forums, incorporating benchmarks from BCG/Finalta and ensuring robust compliance.

• Managed $15M+ Data & BI portfolio annually: Delivered high-impact data visualization products through BODE ("Build Once Deploy Everywhere") methodology, achieving significant cost savings and scalability.

• Led global teams: Directed 100+ professionals (onshore/offshore/consultants), fostering a culture of innovation, accountability, and excellence.

• Improved RM productivity through the deployment of in-house CRM and sales tools and data management for KPI and incentive management through online performance dashboards and scorecards.

• Identified inefficiencies in sales and customer interaction processes and improved customer journeys, increasing customer-facing time for RMs and reducing administrative efforts, increasing client facing time by 15%

• Collaborated with customer lifecycle management and marketing teams on lead strategies, improving portfolio contact management strategies across 10 Asia countries for wealth RMs to meeting growth targets for Insurance and Investment.

• Implemented a standardized platform across all regions ASP, EMEA, Americas, and automated the incentive payment process basis FCA guideline, reducing errors, reworks by 90% and improving transparency.

Directed enterprise-wide BI and sales performance initiatives across Retail, Wealth, and Commercial Banking.
Achievements:

• Successfully implemented Callidus SPM for sales reporting and incentive management.

• Delivered RBI/SEBI/US monitor-compliant regulatory reports, while ensuring high data integrity and accuracy. Achieving successfully 90% US monitors remediation plans

• Oversaw implementation of global data warehouse projects and local analytics transformation with a 50+ member team

Led full lifecycle marketing campaigns across ATL/BTL channels and customer segments, supported by advanced analytics and modelling.

• Applied statistical models (regression, decision trees, random forests) to optimize targeting and improve campaign ROI.
• Executed multi-channel campaigns with 20-person team and over 50 external vendors to deliver high-impact marketing and fulfilment programs across acquisition, engagement, and retention.

• Produced critical ALCO, RBI, and corporate BI reports, forming the foundation of data governance in corporate finance

• MBA (IT) | Bachelor's in Commerce & Economics - India
• Certifications: Google Cloud | Project Management (IIT Delhi) | AI/ML specializations