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Finance transformation in Insurance: Unlocking strategic value

January 28, 2021 10AM New York / 3PM London - January 28, 2021

Insurance has been going through a digital revolution. Customer channels and analytics as well as operational claims and underwriting processes have become digitized in recent years. Following these early digitization initiatives, the winds of change have spread to the Finance and Actuarial functions.

The drivers of change for Finance Transformation are well known and tend to be driven by 3 macro-trends:

  • Increased market competition and the corresponding pressure on Finance to deliver business insights and enable enterprise-wide change.
  • Antiquated legacy Finance and Actuarial platforms that are unable to deliver the wider transformation that the c-suite is looking for from Finance.
  • Digital technologies approaching maturity and delivering proven value to insurers who are already on the Finance Transformation journey.

In this webinar, representatives from EY, Transamerica, and Aptitude Software will be discussing Finance Transformation in insurance.

Yolaine Kermarrec
Partner – CFO Advisory Services, Ernst & Young LLP

Yolaine is a Partner within the UK CFO Consulting Services Team. She advises insurers on finance transformation and has extensive international experience in the UK, France and Australia. Yolaine brings practical experience gained from her time in Risk and Operations at a global bank. She was Finalist for the 2018 Women in Finance “Finance Leader of the Year” award. She is actively engaged in connecting professional women, including via her role on the Board of the London Women’s Forum since 2015.

Yolaine holds an MBA from London Business School and Columbia Business School, an MS in management from EM Lyon, and is expert comptable.

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Bob Broz
Head of Finance Technology & Head of Life IT Solutions, Transamerica

Bob has over 20-years of experience in leading global, enterprise-wide operations and business transformations, across the Finance and IT functions. He currently leads two IT functions for Transamerica. As the Head of Finance Technology, he serves as the end-to-end IT owner for all finance and corporate systems, leading an organization of over 300 IT professionals.

Prior to joining Transamerica, Bob served as Vice-President, Financial Systems and CAO Strategy for a top-five US Life and Annuity entity. Over his career, Bob has successfully initiated, led, and delivered several strategic finance change programs, managing global portfolios as large as 150 initiatives and annual budgets over $300MM.

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Jeremy Marchant
Head of Pre-sales, International, Aptitude Software

Jeremy has 25 years’ experience working in banks leading transformational change across Finance and data programs. He ran Finance Change for UBS Wealth Management UK and was the Global Head of Finance Regulatory Change for Barclays Group and subsequently Deputy CFO for Barclays Russia. He moved into Management Consulting 7 years ago at Accenture and EY and led Finance Transformation programmes at Goldman Sachs, HSBC, Barclays Capital and Lloyds Banking Group.

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