Bertha Yuen

Bertha Yuen is a Director with Paragon’s Advisory Services team with over two decades of experience in leading high-profile management consulting engagements. Bertha began her career at Bank of America Merrill Lynch, where she managed a broad range of global responsibilities. Her areas of expertise include developing strategy roadmaps, executing business solutions, and directing programs and personnel in large-scale change initiatives to improve corporate effectiveness. Bertha is multi-lingual, having been born and raised in Hong Kong and educated in the US. She holds a BS degree in computer and information science from City University of New York.
Voice of the Customer - DOCUMENT Strategy
Feb. 8 2017
"Voice of the Customer," a discipline used in business and operations (through Six Sigma, for example) to capture customer expectations and preferences, is an excellent resource to evaluate your products...
  • AI has dominated headlines for the past few years in the regulated communications space, and in many ways, deservedly so. It can automate processes, personalize at scale and accelerate the production
  • Robotic Process Automation (RPA) has long been recognized as a tool that clicks buttons faster than humans, excelling at repetitive tasks like moving files or exporting reports
  • For decades, customer communications management (CCM) has focused on outbound engagement, such as statements, explanations of benefits (EOBs) and annual notifications of changes (ANOCs), delivered in
  • When I think about how far customer communications have evolved, it’s clear that we’ve entered a new era, one where the regulated document is moving from being an artifact of a transaction
  • How much do I owe?  How do I pay? Where’s my bill? Are any of your customers asking these questions? If so, it might be time to rethink your utility bills.