BTOES Insights Official
August 18, 2017

EXCLUSIVE VIDEO: Designing and Preparing for the Business Future with People, Process & Technology, Vanguard


WATCH NOW: Designing and Preparing for the Business Future with People, Process & Technology 

 Designing and Preparing for the Business Future with People, Process & Technology

About the Presentation

Presented by Jean Lu, Principal, Vanguard

Moving from a reactive state of solving points of pain, Vanguard is preparing to gain a competitive advantage in the future. In this session you'll hear how they are: 

  • Ensuring all of the employees share the organization's vision, imperatives and initiatives to support the future
  • Embedding the operational excellence team in their investment management shared services team
  • Bringing people, process and technology together in a cohesive way
  • Getting employees comfortable to experiment more, creating a culture of innovation

  Read More: Operational Excellence in Insurance - Definitions & Key Challenges


WATCH NOW: Designing and Preparing for the Business Future with People, Process & Technology 


About the Speaker

Jean joined Vanguard in November 2002 as a municipal bond analyst in the Fixed Income Group.  Today, she leads the process excellence (PE) team for the Investment Management Group.  Prior to her association with Vanguard, Jean worked as portfolio manager for Rochdale Investment Management and credit analyst at The Hartford.  Jean began her career as a rating agency analyst for Moody’s Investors Service.  She holds a B.A. from Stanford University and a M.P.P. from Harvard University. 


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