Votre navigateur est obsolète !

Pour une expériencenet et une sécurité optimale, mettez à jour votre navigateur. Mettre à jour maintenant

×

Thomas Baïo

Thomas Baïo

Process Re-Engineering Specialist
French

Employed Unavailable
Contact me
Senior Innovation Leader driving enterprise transformation through scalable digital platforms and intelligent automation.

Specializes in translating complex operational challenges into high-impact, production-ready solutions that accelerate delivery, reduce friction, and enable organizational agility.

Combines strategic vision with hands-on execution discipline, architecting low-code ecosystems, automating critical workflows, and establishing governance frameworks that balance innovation velocity with enterprise compliance.

Recognized for feasibility-first thinking, meticulous attention to data integrity and edge cases, and the ability to bridge technical and business stakeholders to deliver sustainable, future-ready platforms that fundamentally reshape how teams operate.

What do I need to get started? A blank canvas and a vision.
Home Experiences Education Skills Portfolios Interests
Download my PDF resume
Experiences
  • Architect and implement enterprise-grade automation solutions that eliminate operational bottlenecks and accelerate business delivery
  • Lead cross-functional initiatives to digitize manual workflows, establish scalable governance frameworks, and deploy low-code platforms that drive measurable efficiency gains
  • Conduct feasibility assessments of emerging technologies and optimize business processes using Lean and Agile methodologies
  • Enable stakeholders to adopt innovation through structured change management and continuous improvement practices.
Detailed Description
  • Designed and deployed a zero-cost digital advisor onboarding platform with e-signature integration and audit controls, delivering 40% time savings (150-200 hours annually) and reducing internal turnaround by 1+ week
  • Launched 10 zero-cost automation solutions across advisory operations, achieving 80-100% effort reduction on targeted workflows, supporting 2,000+ hours/year in efficiency gains
  • Digitized complex account workflows with real-time validation and automated document generation, reducing error rates from 60-80% to 0-20% and cutting turnaround from 3-4 weeks to under 1 week
  • Led enterprise process stabilization initiatives generating $35K+ in hard cost savings and 300-400 hours in annual time savings for senior leadership and corporate teams
  • Evaluated and piloted emerging technologies (AI-powered tools, workflow automation platforms, document processing solutions) to inform strategic roadmap decisions and demonstrate ROI potential
  • Mentored team members on solution architecture and facilitated cross-functional collaboration across Legal, HR, Compliance, and Operations to ensure sustainable adoption.
  • Design and deliver data-driven insights and automation solutions that enable operational excellence across advisory and corporate teams
  • Develop enterprise dashboards, conduct advanced analytics using SQL and Power BI, and proactively identify opportunities to automate reporting and streamline workflows
  • Partner with cross-functional stakeholders to assess business processes, solve complex operational challenges, and deliver innovative solutions that reduce manual effort while ensuring data accuracy and system integrity
  • Stay current on industry trends and emerging technologies to continuously enhance service delivery and organizational efficiency.
Detailed Description
  • Mitigated $1.4M in financial risk by independently reconciling and balancing 600+ RESP accounts between company records and government systems, ensuring compliance and eliminating discrepancies
  • Engineered a zero-cost automation solution to replace a decommissioned filing platform, achieving $720K in cost savings (June 2024–Jan. 2025) and processing 2,600+ government filings with 100% accuracy while saving 38+ business days of manual work
  • Led strategic collaboration with Revenu Quebec through discovery meetings, requirement analysis, and custom data maintenance workflows to ensure ongoing compliance
  • Delivered 4 automation solutions for largest advisory teams using VBA, Power Automate, and PowerApps, achieving 80-90% effort reduction on manual tasks and earning recognition for simplicity and time savings
  • Developed comprehensive bilingual resources for Qualified Intermediary compliance, including prefilled templates (W-8BEN-E, RC519) and detailed FAQ documentation, supporting company-wide training and advisor enablement
  • Mentored team members on custom VBA solution development through iterative guidance, while providing ongoing analytical support and ad-hoc data analysis for cross-functional initiatives
  • Achieved a 115% performance rating in 2024.
  • Analyze business processes and operational workflows to identify inefficiencies and design scalable automation solutions that enhance service delivery and customer experience
  • Lead end-to-end solution development using Agile and Scrum methodologies, translating complex business requirements into actionable technical implementations
  • Collaborate with cross-functional stakeholders to ensure alignment on objectives, timelines, and deliverables while maintaining operational continuity
  • Leverage critical thinking and creative problem-solving to develop zero-cost automation solutions that dramatically improve efficiency
  • Mentor team members through knowledge sharing and act with delegated authority during leadership transitions.
Detailed Description
  • Designed and deployed multiple automation solutions for internal operations at zero cost, significantly increasing operational efficiency and reducing manual processing time by 65% across the service delivery team
  • Engineered data integration solutions that streamlined cross-system data flow, improving data quality and eliminating manual errors across service delivery operations
  • Eliminated manual data processing tasks through custom automation scripts and workflows, delivering significant time and cost savings for the organization
  • Provide interim leadership for the service delivery team during extended management absence, ensuring operational stability and team performance
  • Manage, develop, and motivate team members to consistently deliver exceptional service while maintaining adherence to KPIs
  • Conduct performance reviews, foster employee satisfaction, and expand communication channels through mentoring and coaching initiatives.
  • Provide tier-2 escalation support for complex account-related inquiries, leveraging deep technical knowledge of tax, registered plans, estates, and trust structures to deliver service-focused solutions
  • Identify opportunities to enhance knowledge base resources and operational processes, ensuring the service center operates with maximum efficiency
  • Actively participate in business policy development, process optimization, and analytics initiatives to drive continuous improvement
  • Collaborate on ad-hoc projects and strategic initiatives that address evolving business needs while maintaining exceptional service standards for sales teams and financial representatives.
Detailed Description
  • Designed innovative solutions (VB/Power Automate) enhancing the performance of our 12 agents by 30%.
  • Achieved Exceptional performance in 2020 and 2021.
  • Deliver fast, precise, and professional bilingual support to advisors and clients in a high-volume financial service center environment
  • Take ownership of inquiries by actively listening, diagnosing needs, and identifying the most appropriate solutions to exceed expectations
  • Maintain adherence to service level agreements and performance metrics while contributing to special projects and call-out campaigns that support broader organizational goals
  • Rapidly acquire technical knowledge across multiple product lines to provide comprehensive guidance on mutual funds, alternatives, segregated funds, registered plans, and sales support.
Detailed Description
  • Achieved full technical proficiency across all product lines (Mutual and Alternative Funds, SunLife Segregated Funds, United Financial, RESP, Prestige accounts, Marketing, Sales Support) within 6 months, demonstrating rapid learning agility
  • Designed innovative solutions (VB) that increased our Client Services department overall efficiency by 25%
  • Obtained the Top Call Quality award in 2019 and the Innovation award in 2018 & 2019.
  • Advise high-net-worth clients on investment strategies and portfolio management for a 2+ billion AUM book of business
  • Conduct qualitative and quantitative market research to identify trends, generate investment ideas, and provide actionable recommendations on multi-asset allocations designed to diversify risk
  • Model client portfolios to assess allocation efficiency and rebalancing opportunities, attending firm conferences and analyzing sell-side research to inform decision-making
  • Maintain strong client relationships through structured follow-up and management system oversight, ensuring personalized service and ongoing engagement.
Detailed Description
  • Nearly doubled sales objectives by supporting new money investment deals on multi-strategy funds, contributing to significant portfolio growth
  • Redesigned legacy Excel-based CRM into a sophisticated coded solution, reducing data retrieval time by 75% and improving client relationship management efficiency
  • Increased operating efficiency by 300% on 120-arbitrage batch processing through custom VB automation, eliminating redundant procedures and reducing market exposure risk
  • Support portfolio management operations by conducting fundamental analysis on securities and providing investment recommendations to senior portfolio managers
  • Prepare quarterly client communications analyzing portfolio performance using Morningstar analytics, ensuring accuracy and timeliness in all client-facing reporting
  • Execute due diligence processes on prospective investment opportunities while maintaining strict compliance with bank policies and regulatory requirements related to fraud prevention and anti-money laundering activities
  • Deliver ad-hoc analytical support and reporting to meet evolving client and portfolio manager needs.
Detailed Description
  • Revamped core operational processes of the position, significantly increasing efficiency in handling portfolio manager assignments and streamlining workflow execution
  • Developed custom VB scripts from scratch to automate client report generation, accelerating production speed by 80% and reducing manual processing time.
  • Partner with senior advisors to manage a portfolio of 250 active business clients, delivering comprehensive banking and financial solutions tailored to commercial needs
  • Conduct financial statement analysis to assess creditworthiness and inform lending decisions for existing clients
  • Build and maintain relationships with professional partners to ensure high-quality service delivery and identify cross-selling opportunities across payment solutions, working capital financing, and consumer credit products
  • Contribute to branch growth initiatives through active participation in marketing campaigns and business development activities.
  • Deliver personalized banking services to new and existing retail customers, actively identifying needs and recommending tailored financial solutions
  • Educate clients on the full spectrum of banking and financial products available, ensuring clear understanding of features, benefits, and suitability
  • Provide tax, legal, and financial advisory services to upper retail segment clients, addressing complex financial planning requirements
  • Contribute proactively to branch sales performance by meeting individual targets and supporting broader revenue objectives through relationship development and solution-focused selling.

Branch Front Advisor

CM-CIC
October 2011 to August 2012
Apprenticeship
Montpellier
France
  • Delivered outstanding service to 200+ customers per day in a highpressure and dynamic environment
  • Promoted at the desk new and additional bank solutions to existing customers
  • Ensured compliance verification of the new retail and professional relationships as per approved bank procedures
  • Processed loans and business accounts applications
  • Participated in telephone campaigns to ethically boost cross-selling to clientele

Polling office secretary

Mairie de Paris
June 2017
Volunteer Work
Paris
France
  • Polling office secretary during the French legislative elections
  • Managed the vote counting
  • Wrote results reports sent to the city hall

Volunteer

Festival du Film d'Aigues-Vives
July 2002 to July 2007
Volunteer Work
Aigues-Vives
France
  • Set up tables, chairs and any equipment needed for the festival
  • Managed the creation of multiple computer generated assets like staff presentation, evening program and photo slideshow
  • Operated refreshment and meals service stands
Company website
http://www.cine-aiguesvives.fr