Digital Transformation

Digital platforms built
for Canadian financial services.

Human-centred platform delivery in regulated environments. Three advisory-scale digital platforms built from scratch: all still serving advisors at major Canadian insurers today.

Credentials & Track Record
Electronic insurance application platform: FINTRAC compliant, still live
Advisor self-service portal rebuild: bilingual, coast to coast, still live
Advisor document upload portal: completed paperless workflow, still live
Human-Centred Design across all three platforms
25 high-stakes go-live implementations delivered
CRS, AML, ATF, FINTRAC compliance delivery
Flagship Platforms: All Still in Production
01
Electronic Insurance Application Platform
Fully digital insurance application with e-signature and FINTRAC-compliant identity verification. Extended across three product divisions.
Still running in production
02
Advisor Self-Service Portal
Full portal rebuild delivering a bilingual modernized advisor experience coast to coast. Analytics-driven improvement cycles post-launch.
Still running in production
03
Advisor Document Upload Portal
Document upload tool completing the end-to-end paperless workflow. Final piece in a fully digital insurance experience.
Still running in production
What I Bring

Digital Transformation Expertise

Human-Centred Design

Extensive user journey research before a single line of development. HCD applied to every platform: design starts with the person, not the system.

Platform Strategy & Roadmapping

Trusted advisor to senior leaders on modernization priorities. Annual planning cycles, portfolio sequencing, and investment prioritization.

Agile Product Ownership

Full delivery accountability across digital platforms. Milestone-based demos, sprint governance, release sequencing, and post-launch follow-through from MVP to steady state.

Regulatory Compliance Delivery

FINTRAC KYC/AML, CRS, ATF, e-signature legislation, electronic policy delivery. Translating regulatory requirements into working platform changes.

Vendor Selection & Management

Led e-signature platform and UI/UX design partner selection. Requirements, evaluations, negotiations, and delivery governance across multi-vendor environments.

Operational Readiness

25 high-stakes go-lives delivered. Stakeholder readiness, training, communications, UAT at scale, defect lifecycle management, and Day-2 operating model design.

Articles & Whitepapers

Digital Transformation Thinking

Free Whitepaper: Digitizing Financial Services in Canada

A practitioner's guide drawn from platforms still running in production across Canada's insurance industry.

Download Free PDF →

Ready to move your platform
forward?

Platform strategy, HCD delivery, regulatory compliance, or operational readiness.

Work With Jey →