12+ years delivering forward-deployed AI, transformation and operational excellence across banking, insurance and fintech in Hong Kong, Greater China and Asia. Human in the loop. Named human on every money decision.
Rick is a senior digital, AI and transformation leader with 12+ years in banking, insurance and fintech across Hong Kong, Greater China and Asia. He delivers forward-deployed AI and change beside operations: a small pod at the desk, prototypes tested with the people who run the process, human in the loop, and a named human on every money decision.
He measures time, adoption and cash. At FundPark, he cut Time-to-Cash from 26.3 days to 8 and took Microsoft Copilot from an 8-person pilot to 260+ users in 90 days. At Standard Chartered, he owned a Fit for Growth portfolio that returned USD 2.1–2.4m in annualised benefits. At HSBC Life, he scaled the Pinnacle planner platform from 20 to 500+ planners.
He has run the full product lifecycle from proposition and design through build to launch at Manulife, HSBC, Standard Chartered and FundPark, and has designed and taught courses for 2,000+ professionals, including C-suite.
Tool routing, RAG knowledge bases, agent prototyping with human-in-the-loop review
Fit for Growth portfolio, Finance-validated benefits reported to global SteerCo
Black Belt, A3 coaching, 200+ Green Belts trained
2,000+ professionals trained including C-suite
A cross-functional skill set spanning AI adoption, transformation leadership, process excellence, operations, governance, and capability building.
Every result below is tracked, validated, and reported to a SteerCo or EXCO.
Available for digital, AI and transformation leadership roles across Hong Kong, Greater China and Asia. Available within one month's notice; start date negotiable.
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