Kowloon, Hong Kong SAR
Most AI conversations inside serious companies end the same way. Everyone agrees AI could save time and money. Then someone raises compliance. Then legal gets involved. Then nothing happens for six months. Click see more to get you and your team ahead (safely) with AI -> Your staff is already using ChatGPT, DeepSeek, and Claude on their personal devices. Sensitive client and company data is flowing into tools nobody approved. And the risk is growing silently. This is the problem I work on. I help regulated and compliance‑heavy teams turn AI from a vague risk into a governed workflow — so they can actually deploy it with confidence instead of staying stuck in “wait and see” mode. I don’t sell tools. I design AI governance and operations structures that let leadership say “yes” without losing sleep. That usually looks like: → Mapping real workflows before writing a single “AI policy” line → Designing practical AI use tiers (prohibited / restricted / approved) that teams can actually follow → Prototyping governed workflows with open‑source or private‑hosted models so data stays inside your control → Running “shadow AI” audits to surface how staff are already using unapproved tools → Translating regulatory expectations (data privacy, sector guidance, internal policies) into concrete controls instead of vague rules My background: HKUST BBA (Management & Marketing), DBS Wealth Management, and the last few years spent working with mid-market teams trying to figure out where AI fits without breaking compliance. The pattern is consistent: the technology is ready, but the operating model and governance are not. I write about AI governance, shadow AI, and simple operating models that help teams get their first governed AI win instead of chasing hype. If your organization is trying to move from “we should use AI” to “we’re safely running AI in production,” I’d welcome a conversation. 📞 +852 9630 4039 | 📧 [email protected] | 🌐 www.Robossist
At Robossist, we help compliance‑heavy organizations design and operate AI safely. We partner with leadership and “AI‑curious” teams to move from ad‑hoc experimentation and shadow AI into governed, production‑ready workflows. Our role is architectural: we design the structures, guardrails, and operating models that allow risk, legal, and IT to say “yes” to AI instead of blocking it. What we architect and advise on: → AI use‑case inventory and workflow mapping before any tooling decisions → AI use policy design with clear prohibited/restricted/approved tiers → Shadow AI discovery: where staff are already using unapproved tools and what the real risks are → Governance and control designs for open‑source / private‑hosted models where data residency and privacy matter → Executive and team sessions on “how to get your first governed AI win” without boiling the ocean We act as an external AI governance and operations architecture partner – translating regulatory expectations, internal policies, and risk concerns into concrete workflows, controls, and operating procedures that people can actually follow. For a small number of B2B founders, we also architect AI‑powered growth and operations systems. In those projects, our focus is the blueprint: integrating AI into existing processes to streamline workflows, remove manual bottlenecks, and generate qualified opportunities – always with data privacy, safety, and long‑term maintainability in mind. The systems we design are typically implemented on top of tools teams already use. Common platforms include Claude, Claude Code, ChatGPT, Zapier, Make, n8n, Instantly, Apollo, Clay, HubSpot, Salesforce, Slack, Airtable, and custom API integrations – stitched together into a coherent architecture rather than a pile of disconnected automations. Prior experience within the team includes DBS Bank (Wealth Management), Law Business Research (Lexology Intelligence APAC), and HKUST School of Business
Managed client success operations for Lexology Intelligence, a SaaS legal research platform serving 50+ enterprise legal clients across APAC. • Diagnosed client lifecycle bottlenecks across onboarding and renewal workflows, redesigning processes that improved first-30-day engagement and reduced time-to-value for new accounts. • Partnered with Sales and Product teams to map customer success and revenue operations workflows, identifying process gaps driving churn in high-value accounts. • Optimized Salesforce Service Cloud workflows to eliminate manual handoffs, reducing support response time and improving data quality across client lifecycle touchpoints. • Built proactive client health monitoring and intervention systems, preventing revenue loss from at-risk APAC accounts. This role shaped my understanding of client lifecycle systems, SaaS retention mechanics, and the revenue impact of operational bottlenecks, skills I now apply building AI-powered outreach and automation systems at Robossist.
Led digital marketing strategy for the university cricket club, managing content, social media, and member engagement. • Redesigned marketing workflows that increased membership retention by 40% and improved first-touch-to-enrollment conversion rates through data-driven content strategy. • Optimized event coordination and member communication processes, reducing operational overhead while improving engagement consistency. • Implemented analytics-driven decision frameworks to identify growth opportunities, resulting in 50% improvement in new member acquisition. First hands-on experience running end-to-end marketing operations, content strategy, and audience growth, skills that directly informed my current work in B2B lead generation and LinkedIn content systems.
Represented HKUST School of Business to prospective students across Asia, leading recruitment events and campus engagement initiatives. • Redesigned virtual engagement workflows that improved prospective student conversion rates and streamlined the onboarding experience. • Built cross-functional partnerships with faculty and student leadership to create scalable engagement systems that reduced manual coordination by 30%. • Developed data-driven recruitment strategies using analytics to identify high-potential student segments and optimize outreach timing.
Managed training schedules, tournament operations, and team logistics for the cricket club's softball division. • Designed systematic training and event coordination processes that improved participation rates and engagement consistency. • Led cross-functional coordination between athletes, coaches, and administration, streamlining event logistics and reducing planning overhead. • Built communication workflows that enhanced team collaboration and stakeholder engagement across the program.
Wealth Management & Consumer Banking Group, Treasures Division. • Analyzed client onboarding pain points in robo-advisor workflows, identifying friction causing 20% drop-off rate. Redesigned the user journey to improve process efficiency and client conversion. • Designed Salesforce-driven client engagement and lifecycle automation templates that increased retention by 40% across the Wealth division, preventing revenue loss from at-risk high-value accounts. • Conducted competitive FinTech analysis for relationship managers, mapping market positioning opportunities that informed product strategy and client acquisition approach. • Implemented a client feedback system across Wealth Management, creating a data pipeline that improved customer satisfaction scores and identified service gaps. Gained hands-on experience in CRM automation, client lifecycle management, and the revenue impact of process optimization in financial services.
Led external affairs and business development for oikos, an international student organization focused on sustainability in economics and management. • Built strategic partnerships between NGOs and enterprises, creating collaboration frameworks that delivered measurable sustainability outcomes. • Led business development initiatives aligning corporate ESG goals with nonprofit missions, expanding organizational reach across multiple sectors. • Implemented stakeholder management systems and communication workflows that improved partnership retention and scaled community impact programs. Developed core skills in stakeholder management, partnership building, and business development that I now apply to client acquisition and B2B consulting.