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Wealthsimple innovates in customer service with Ada's AI Agent
Feb 16, 2024
Case Study
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As a Client Experience Operations Specialist at Wealthsimple, I lead the chatbot management team that enhances the customer journey and satisfaction across multiple platforms. I leverage my product management skills and payments knowledge to design, test, and optimize chatbot solutions that deliver value and convenience to our users.

I have a passion for problem-solving and creative thinking, which I developed through my education at BrainStation and my previous roles in customer experience at Wealthsimple, Wave, and Bonsai. I thrive in fast-paced and collaborative environments, where I can contribute to the growth and success of the organization and the team.

I have a deep history of building up teams from nothing. My roles in Chatbot Manager at Wealthsimple, Client Experience Manager at Bonsai, and Payment Operations Manager at Wave have all been scenarios where I have pioneered a position and transformed entire teams/departments through my guidance and leadership.

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