Kerri Miller McBi Cemap

Co-Founder & Director of Strategic Partnerships @ PersonaFin AI | Fintech × AI | Ex-Metro Bank, RBS | Building enterprise partnerships in capital markets & wealth

Role
Co-founder & Director of Strategic Partnerships at Personafin
Location
Boston, MA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Kerri Miller McBi Cemap

Fintech founder and strategic partnerships executive driving hyper-personalized AI solutions for financial services. As Co-Founder and Director of Strategic Partnerships at PersonaFin AI, I\'m transforming how brokerages, wealth managers, and banks engage their clients through tailored content, intelligent nudges, and personalized education.Recent wins: Delivered 2.5× engagement increases for enterprise clients, secured strategic partnerships with leading financial content providers including MT Newswires and Benzinga and led our ISO 27001 certification, positioning PersonaFin as a trusted partner for tier-1 financial institutions.With 21 years in UK and North American banking, including leadership roles at Metro Bank and RBS, I bring deep expertise in commercial banking, regulatory compliance, and revenue growth. I\'ve managed £150M+ portfolios, led high-performing teams, and consistently delivered top-quartile results in competitive markets.My approach combines strategic thinking with execution excellence: building scalable partnerships, navigating complex enterprise sales cycles, and leveraging AI to create measurable business impact. Whether it\'s negotiating multi-year agreements or implementing compliance frameworks, I focus on outcomes that drive growth and protect value.Core strengths: Strategic partnerships, business development, AI-driven personalization, regulatory compliance, commercial banking, team leadership, contract negotiationMSc in Retail and Digital Banking | CeMAP Qualified | ISO 27001 Lead

Experience

  1. Co-founder & Director of Strategic Partnerships

    Personafin

    Nov 2023 — Present · Boston, MA, US

Education

  • Cranfield School of Management

    Master's degree, Finance, General

  • IFS School of Finance

    Certificate in Mortgage Advice and Practice

    2008 — 2008

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Kerri Miller McBi Cemap — Co-founder & Director of Strategic Partnerships at Personafin in Boston, MA, US | Unifers