Lori Bieda

Head of Analytics Bank of Montreal

Lori is a business , analytics and marketing executive with 20 years experience driving profitable business growth through the strategic use of data and analytics. Having worked across North and South America and parts of Europe she’s helped Fortune 500 companies across financial services, telecom, technology, health care, retail and manufacturing advance their business through the strategic use of data and insights. Starting in the marketing service provider sector at top tier agencies like Ogilvy1, Rapp Collins and KnowledgeBase Marketing, she developed and executed marketing and analytics initiatives for B-to-C and B-to-B markets, for clients like IBM, Dell, Bell, and Bombardier. She later held progressively senior positions within top tier Canadian banks. At CIBC, she oversaw cards acquisition, retention, revenue/risk/ price optimization and partnerships. She became CIBC’s Vice President of Client Insights and Database Marketing responsible for enterprise analytics, research, and direct marketing where she drove bank strategy leveraging insights to proactively identify business trends and opportunities. At TD Bank, as Vice President of Analytics and Market Research she helped reimagine the customer journey and customer contact optimization from a data-driven approach. Joining SAS, the leading analytics software firm worldwide, Lori was the Executive Lead of Customer Intelligence across the Americas where she led a business strategy and software consulting practice across the North and South America. There, she advised firms on the strategic use of customer intelligence, and integrated approaches to customer management. She establish analytics technology, processes and structures to empower firms to compete. Today, as Head of BMO’s Analytics Centre of Excellence, Lori oversees revenue/risk/price trade-off decisions, product analytics, customer optimization, database marketing, predictive analytics, customer experience, and sales and service optimization for the Canadian retail bank. She also leads enterprise customer journey, and cross-channel client experience analytics. Lori is a frequent industry speaker, published writer, and analytics thought leader. A member of the Queens Analytics Business School Board, Lori has had long-term success driving CSAT, and profit through analytics, and the talented teams she’s helped developed and lead.

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