# Jesyka Lu

> FS Strategy / AI Asset Strategy / Delivery / Leadership / Full-Stack LLM Development | London, United Kingdom

I'm a Financial Services professional with over 12 years shaping strategy and operating models across the world's leading financial institutions. I've led multi-year, multi-workstream programmes across some of the world's most complex financial institutions, worked with global COOs and CDAOs, and built teams across complex, regulated environments.

More recently, I've built and owned a portfolio of AI products and capabilities inside one of the world's largest consultancies — defining roadmaps, governing AI assets, and driving adoption across global financial services accounts. From prototype to scaled solution, I set the strategy, shaped the operating model, and delivered measurable impact for the FS practice and its clients.

## Contact

- Email: jesyka.lu@gmail.com
- LinkedIn: linkedin.com/in/jesykalu
- Website: jesykalu.com
- Location: London, United Kingdom

## Industry Expertise

- Retail Banking
- Wholesale Banking
- Commercial Banking
- Finance Data
- Mortgages
- Markets

## Functional Skills

- Target Operating Model
- Strategy Design
- Business Case Development
- Complex Change Delivery
- Product Roadmap & Portfolio Management
- Data Strategy & Governance
- Applied Gen AI
- Full-Stack LLM Development

## Education

MSc Strategic Marketing — Imperial College London

## Experience

**US Commercial Banking Transformation** (Jun 2026 – Present)
Programme Manager, Accenture for Tier 1 US Bank
Leading programme management for a large-scale migration of a Tier 1 US Bank's commercial banking clients from legacy platforms (Systematics and FlexCube) onto Pismo, a modern cloud-native core banking platform. Driving cross-functional delivery across technology, operations, and business workstreams, coordinating complex interdependencies across a programme of significant scale and regulatory sensitivity. Responsible for governance design and stakeholder management across senior client and internal stakeholders, ensuring programme cadence, risk visibility, and decision-making remain aligned throughout the migration lifecycle. Overseeing the structured decommission of legacy systems in parallel with client onboarding onto Pismo, balancing continuity of service with transformation pace.

**AI Products & Capability Build** (Jun 2025 – Present)
AI Capability Lead, Accenture (Internal)
Built and led an internal AI capability within Accenture's Financial Services practice, owning a portfolio of AI products spanning internal consultant tooling, client-facing prototypes, and go-to-market propositions. Founded Rockit — the practice's flagship AI rapid prototyping programme — delivering 21 AI assets across 6 client accounts including a Tier 1 US Bank, Barclays, NatWest, and a Major UK Retail Bank, with a prototype-to-delivery timeline measured in days, not weeks. Trained a cohort of 35 champions across FS accounts and practices. Defined the product roadmap and delivery sequencing across multiple workstreams, established AI governance frameworks and operating model guardrails, and shaped the practice's AI proposition and commercial assets.

**Finance Data Controls Remediation** (Jan 2024 – Present)
Delivery Manager, Accenture for Tier 1 US Bank
Managed the delivery and implementation of the Core Accounts Technology Consent Order Remediation initiative at a Tier 1 US Bank, focusing on finance data controls by aligning controls, functions, and data to the accounting ledger and controls policy. This involved conducting current state analysis, identifying gaps, designing and implementing remediation strategies, driving the global standardization of the Flexcube ledger and accounting functions, and preparing audit closure reports to enhance the finance data maintenance and controls operating model.

**Mortgage Transformation & Outsourcing** (Mar 2024 – Sep 2024)
Strategy Lead, Accenture for Leading UK Mortgage Lender
Developed an outsourcing and transformation plan for a leading UK mortgage lender, focusing on offshoring to reduce costs and integrating owner-occupied and landlord businesses onto a single platform. Defined the AI strategy for the programme, identifying document processing and data extraction automation as a key lever to accelerate speed to market, reduce manual handling, and mitigate operational risk — translating the opportunity into a structured roadmap and investment rationale.

**Finance Data Transformation** (Jun 2022 – Feb 2023)
Strategy Team Lead, Accenture for Major UK Retail Bank
Phase 1 of a £150M+ Finance Transformation programme, I led the TOM design efforts, implementing ARIS as the strategic process design tool. My role involved analysing and designing new business models and processes, monitoring performance, and driving improvements. I worked closely with business users to define product requirements and use cases, aligning them with programme goals. I also facilitated strategy redesign workshops, acting as a liaison between stakeholders and the design team to ensure successful delivery.

**BTL Mortgage Value Proposition** (Sep 2021 – May 2022)
Proposition Manager, Accenture for UK Specialist Mortgage Bank
Led the design phase of a material outsourcing project with the objective to outsource the 'End of End provision of Buy-To-Let Companies mortgages' to a vendor platform. I also managed the commercial processes and regulatory notification requirements.

**Wholesale Data & Analytics Transformation** (Jan 2020 – Aug 2021)
TOM & Business Case Lead, Capco for HSBC
Led a large-scale transformation programme for a global bank, integrating the Commercial and Corporate Data and Analytics teams. Designed the business case and target operating model, and created and socialised an investment case covering financial outlook, location strategy, and workforce rationalisation. Partnered with the Transformation Director on platform selection strategy, evaluating Collibra as the enterprise data catalogue and governance solution — assessing its fit for data lineage, stewardship, and ownership frameworks across the merged organisation. Maintained a direct working relationship with the bank's global and regional COO and CDAOs throughout.

**Instrument and Pricing Data Integration & Platform Clear Choice** (Jun 2019 – Dec 2020)
Programme Manager, Capco for HSBC
Conducted a feasibility study to review Market Reference Data platform against business objectives. This involved reviewing current state architecture, market vendor options, target state architecture proposal, and proposed strategy to migrate to cloud and outsource to a vendor-managed SaaS solution. This involved a quantitative and qualitative vendor selection process across multiple buy, build and customise options.

**Bank wide Identity Data Sharing for Onboarding Optimization** (Mar 2019 – May 2019)
TOM Delivery Lead, Capco for Barclays
Led the development of a KYC data strategy aimed at creating an authoritative data source for a single customer view at Barclays. This involved mapping customer identity data ownership across the bank, designing integrated data flows, identifying data quality issues and gaps, developing a remediation roadmap, and driving standardisation of KYC data definitions across the organisation.

**Open Banking API Governance** (Aug 2018 – Feb 2019)
API Demand Manager, Accenture for Royal Bank of Scotland
Served as API & Microservice Demand Manager, owning the end-to-end intake, classification, and prioritisation process for a portfolio of 200+ APIs across the commercial bank — identifying reuse potential and sequencing delivery accordingly. Designed and ran the operational processes, tooling, and governance forums for API management, and led competitor and market analysis to inform platform strategy. Evangelised an API First product mindset across the bank, driving a cultural shift in how teams conceived and consumed digital capabilities.

**AWS Public Cloud Adoption and COE TOM Development** (Oct 2017 – May 2018)
Cloud Adoption Lead, Accenture for Barclays
Led the adoption of AWS public cloud services and developed the Cloud Centre of Excellence target operating model for the bank.

**Delivery and Benefits Realisation for Global IT Transformation Programme** (Aug 2016 – Oct 2017)
Benefits Realisation Manager, Accenture for HSBC
Managed delivery and benefits realisation tracking for a global IT transformation programme, ensuring alignment with strategic objectives.

**Digital Transformation Programme** (Apr 2016 – Aug 2016)
Digital Transformation Consultant, Accenture for Towergate Insurance
Supported the digital transformation initiatives for a leading insurance provider, focusing on modernising customer-facing platforms.

**Premier Banking Digital Product Transformation Programmes (Various)** (Jan 2014 – Apr 2016)
Digital Business Analyst, Barclays
Led various digital product transformation programmes for Premier Banking, delivering enhanced digital experiences for high-value customers.

## Rockit — AI Asset Development Initiative

Rockit is an AI rapid prototyping and delivery capability founded by Jesyka Lu within Accenture's Financial Services practice.

**Stats:**
- 21 AI assets delivered across Citi, Barclays, LBG, NatWest, UBS, HSBC, and internal capability
- 35 champions trained across FS accounts and practices
- 6 client accounts
- 4 capability pillars: fast prototyping, production-ready AI delivery, FS AI assets registry, training programme
- Prototype-to-delivery timeline measured in days, not weeks

**Pillars:**
1. Fast Prototyping — rapid AI prototype development to accelerate client deals
2. Production-Ready AI Delivery — fully deployed, functional AI assets taken directly to client stakeholders
3. FS AI Assets Registry — centralised, governed library of live AI assets with Vercel-hosted URLs for reuse
4. Training Programme — scaling AI prototyping capability across the practice through structured enablement

## Clients

Citigroup, Nationwide, Lloyds Banking Group, Virgin Money, HSBC, Barclays, RBS/NatWest, Towergate Insurance