James Dunlop
Head of Data and Analytics @Wealthify
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WORK HISTORY
Head of Data and Analytics @Wealthify
Led board-approved 3-year data vision which set out re-shaping of data architecture, insight to support personalisation and improved customer experience-Transformed data and analytics architecture via Microsoft Fabric. Provided the basis of a rebuild of Power BI reporting suite to aid decision making across Trading, Ops, Digital and CRM- Launched customer lifetime value to support strategic decision making. Insight led to trebling of average new customer LTV- Delivered targeted marketing capability, with 20 predictive machine learning models leading to significant incremental uplift in Investment net fund flows- Introduced comprehensive digital tagging as the basis for reporting, funnel conversion improvements and personalised content.
EDUCATION
Lancaster University
MSC, Operational Research
The University of Manchester
BSC, Maths, Statistics & OR
SKILLS
ABOUT JAMES DUNLOP
A versatile, commercially-minded data leader. I’ve built data teams from scratch and led…
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