Alan Longmuir

Go-getter
DISC Type : d

Financial Services Director at amplify5

Harrogate, England, United Kingdom

Overview

Alan is a successful Customer Experience and Digital Transformation leader with an extensive track record in financial services and other complex industries. He is an expert in delivering growth and competitive advantage through operational leadership and process improvement. He completed an advanced development program at The University of Chicago Booth School of Business.

He developed and implemented a business-wide Root Cause Analysis model at HomeServe, leading to significant complaint reduction.

Personality Overview

Direct & Candid

Self-Confident

Challenger

They care equally about the product and its potential impact.  They can be nudged to make faster decisions by offering what they value. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Customer Engagement
His career demonstrates a deep focus on improving customer relations, managing complaints, and enhancing customer engagement across complex, multi-site operations.
Digital Transformation
He has proven expertise in developing digitally-led strategies and implementing new technologies to maximize digital adoption and improve operational processes.
Operational Improvement
He specializes in using systems thinking and lean methodologies to drive continuous improvement, reduce costs, and analyze root causes within large-scale operations.

Media Appearances

Alan has no verified media appearances

Work History

1-2024
Financial Services Director at amplify5
1-2022 - 12-2023
Senior Programme/Project Manager at UK Infrastructure Bank
1-2018 - 3-2020
Associate Consultant at Inaccord Limited
1-2016 - 10-2017
Director of Customer Relations at HomeServe
11-2014 - 11-2015
Head of Customer Relations at The Co-operative Bank plc

Education

2011 - 2012
Advanced Development Programme from The University of Chicago Booth School of Business
2004 - 2004
Post Graduate from University of Leeds

More Information

Social Presence :

Prographics :

Exp : 25 Location : Harrogate, England, United Kingdom Job Level : Mid-senior Designation : Financial Services Director at amplify5
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Insights For Selling To Alan

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Get to the point quickly instead of spending too much time on pleasantries
  • Be crisp while making the pitch

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Avoid long winding pitches, stay objective
  • Avoid repeating yourself or making generalizations

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alan is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Alan

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Alan move?

  • Their decision making speed is somewhere in the middle.
  • Can Alan take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Alan

Personality Compatibility


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