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Celent Insurance Team Overview

Overview of the Celent insurance team

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Celent Insurance Team Overview

  1. 1. Introducing The Insurance Team
  2. 2. About Celent <ul><li>We are… </li></ul>The industry’s premier provider of <ul><li>Business and IT strategy research </li></ul><ul><li>Ongoing advisory services </li></ul><ul><li>Vertically-oriented consulting </li></ul>An experienced presence in insurance <ul><li>Insurance practice began in 2001 </li></ul><ul><li>Staffed by industry experts with over 100 years of combined experience </li></ul><ul><li>7 FTEs devoted to insurance, with additional coverage by analysts in other practice areas </li></ul>A truly global firm <ul><li>Offices in North America, Europe and Asia </li></ul><ul><li>Reports in English, French, Japanese, Mandarin, and more </li></ul><ul><li>Coverage that spans many geographies </li></ul>A division of Oliver Wyman <ul><li>Global financial services consultancy </li></ul><ul><li>1,400 consultants, offices in 40 countries </li></ul><ul><li>Domain experts throughout financial services, mirroring Celent’s coverage almost perfectly </li></ul>
  3. 3. Celent’s Areas of Focus Insurance-specific application-level technology Insurance-centric viewpoints on broader technology trends Business perspective on IT issues and vice versa IT management and strategy Market and user data
  4. 4. Craig Weber <ul><li>Senior Vice President, head of Celent’s global insurance team </li></ul><ul><li>Based in San Antonio, TX </li></ul><ul><li>7 year veteran of Celent </li></ul><ul><li>18 years in life/annuities technology and strategy consulting </li></ul><ul><li>Focus: business strategy, policy administration, distribution, new business </li></ul><ul><li>Background: John Hancock, management consultant </li></ul><ul><li>Analysis of e-business strategy for a commercial lines carrier </li></ul><ul><li>Policy administration business case development for Tier 1 life/health carrier </li></ul><ul><li>Market entry strategy for reinsurer seeking to launch software offering </li></ul>SAMPLE CONSULTING PROJECTS
  5. 5. Donald Light <ul><li>Senior Analyst </li></ul><ul><li>Based in San Francisco </li></ul><ul><li>25+ years insurance business and technology consulting </li></ul><ul><li>Focus: P/C new business, policy admin, claims, IT strategy, Rules/BPM/Financial solutions </li></ul><ul><li>Allstate, Donald Light Consulting, Sapient </li></ul><ul><li>Princeton, Berkeley MBA </li></ul><ul><li>Vendor selection for national commercial lines insurer </li></ul><ul><li>IT road map for commercial lines carrier </li></ul><ul><li>Product launch and positioning assistance for core systems vendor </li></ul><ul><li>Develop insurance go to market strategy for infrastructure vendor </li></ul>SAMPLE CONSULTING PROJECTS
  6. 6. Jeff Goldberg <ul><li>Senior Analyst </li></ul><ul><li>Based in New York </li></ul><ul><li>10 years IT management and consulting </li></ul><ul><li>Focus: Policy administration, IT strategy and governance, infrastructure, e-commerce, doc automation </li></ul><ul><li>Princeton, New School MFA </li></ul><ul><li>Background: Marsh, Harleysville </li></ul><ul><li>E-business IT staffing strategy assessment and benchmarking for Top 10 multi-line carrier </li></ul><ul><li>Policy administration vendor selection for commercial lines carrier </li></ul><ul><li>Vendor selection for life insurance new business platform vendor for Tier 2 carrier </li></ul>SAMPLE CONSULTING PROJECTS
  7. 7. Mike Fitzgerald, CPCU <ul><li>Senior Analyst, based in Chicago </li></ul><ul><li>P&C underwriting, billing, and operations; program / project management, U.S. and Global BPO </li></ul><ul><li>Background: 20+ years in industry positions, including policy administration management, global project management, regional front-line operations </li></ul><ul><li>MBA from Duke University, BA in Economics from Davidson </li></ul><ul><li>Certified Project Management Professional (PMP) </li></ul><ul><li>Facilitating senior-level stakeholders to create strategy for system replacement project </li></ul><ul><li>Core system vendor selection, including RFP management, demonstrations, proofs of concept </li></ul><ul><li>Business process redesign, planning migration based on newly purchased, modern technology </li></ul>SAMPLE CONSULTING PROJECTS
  8. 8. Catherine Stagg-Macey <ul><li>Senior Analyst </li></ul><ul><li>Based in London </li></ul><ul><li>IT strategy in top brokerage, 5+ years in IT consulting </li></ul><ul><li>Focus: Policy administration, European trends, core system replacement challenges </li></ul><ul><li>Marsh UK, KPMG (UK and South Africa) </li></ul><ul><li>University of Witwatersrand </li></ul><ul><li>Evaluation of build vs. buy strategy for a UK insurer </li></ul><ul><li>Evaluation of internal systems for a Bermuda based speciality insurer </li></ul><ul><li>Due diligence for private equity firm investing in insurance software space </li></ul>SAMPLE CONSULTING PROJECTS
  9. 9. Nicolas Michellod <ul><li>Senior Analyst </li></ul><ul><li>Based in Zurich </li></ul><ul><li>IT strategy, M&A integration </li></ul><ul><li>Focus: Switzerland, Germany, France, Eastern Europe, fluent in French, English, and German </li></ul><ul><li>Background: Former CEO of UNIQA in Geneva and Vienna </li></ul><ul><li>MBA from Heriot Watt University, Edinburgh Business School, BA in Economics from University of Fribourg in Switzerland </li></ul><ul><li>Customer satisfaction post-mortem for policy administration system vendor </li></ul><ul><li>IT vendor partnership opportunities evaluation </li></ul><ul><li>Risk management tools: competition analysis in Europe </li></ul>SAMPLE CONSULTING PROJECTS
  10. 10. Neil Katkov, Ph.D. <ul><li>Senior Vice President, head of Celent’s Asia operations </li></ul><ul><li>Based in Tokyo, has also lived in Taipei, fluent in English, Japanese, and Chinese </li></ul><ul><li>Expertise in the Asian financial services, distribution channels, and compliance issues such as anti-money laundering </li></ul><ul><li>Background: corporate communications for Softbank, equity research at Salomon Brothers Asia Limited </li></ul><ul><li>University of California at Berkeley, Harvard University </li></ul><ul><li>Japan market assessment and entry strategy for global financial technology provider </li></ul><ul><li>Due diligence of emerging insurance technology vendor in Asia </li></ul><ul><li>Benchmarking of business continuity planning at financial institutions in Japan </li></ul>SAMPLE CONSULTING PROJECTS
  11. 11. Wenli Yuan, FLMI <ul><li>Senior Analyst </li></ul><ul><li>Based in Bejing </li></ul><ul><li>China (insurance and banking) </li></ul><ul><li>Global InfoTech, Hisun Technology, Tai Kang Life Insurance </li></ul><ul><li>Peking University </li></ul><ul><li>Competitive assessment of a Policy Admin solution vendor for a global investment bank </li></ul><ul><li>Asia market opportunities analyze for a securities transaction processing solution vendor </li></ul><ul><li>Asia market entry strategy for asset management company </li></ul>SAMPLE CONSULTING PROJECTS
  12. 12. Insurance Account Support Chuck Smith Business Development
  13. 13. Customer Perspective <ul><li>“ Celent helped to efficiently guide us through an extensive evaluation of property casualty underwriting system solutions.  Their deep domain knowledge, coupled with their intimate understanding of the insurance solution vendors, was critical to quickly bringing our evaluation process to a decision point.” </li></ul><ul><li> Vice President, Insurance Systems, global risk management company </li></ul>

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