Global Business and Technology Leader with 20+ years’ experience driving digital and AI-powered business transformation for Fortune 500 companies. Expert at leading cross-functional teams to deliver value through digital transformation, intelligent automation, machine learning applications, and data driven decision making. Specialized in leveraging solutions involving Artificial Intelligence (AI), predictive analytics, and advanced CRM solutions to optimize customer experience, streamline processes, and accelerate profitable growth. Recognized for orchestrating strategic technology initiatives that transform business capabilities through next-generation AI and data strategy.
Major accomplishments:
• Led the digital transformation for Consultant Relations team by conducting the customer journey mapping and designing a highly efficient persona based salesforce experience for RMs, AEs and SVPs leveraging key data elements (AUM, Opportunity pipeline, new mandates, activity, Fund ratings etc.) thereby drastically reducing the number of clicks and dependency on external tools and increased user adoption by 35% in turn generating significantly more ROI from Salesforce.
• Led the technology enablement for OCIO business for Endowments and Foundations and helped the business scale to $1 Billion+ book of business in 9 months and $2.2B in 1.5 yrs. Enabled multiple channels for getting deals in the pipeline (Fidelity branches, conferences, webinars and direct sales outreach).
• Designed and launched a cloud-based signal warehouse powered by ML recommendations and real-time data analytics to offer a $9B+ sales pipeline by serving underperforming competitor funds for targeted replacement. Created a user-friendly experience in Salesforce to make it easily accessible and actionable for the sales and business development users and included a ML feedback loop to make the Opportunity warehouse and matching logic more intelligent over time.
• Strengthened Fidelity’s capabilities to leverage cross-business unit data, potentially leading to increased penetration in the Tax-Exempt Market and DB business through improved customer insights, tailored offerings, and more efficient service delivery.
• Orchestrated targeted campaigns for the Defined Benefits and Direct Lending business by sourcing the right leads in front of the users in Salesforce and enabling a friction less process to track, manage and convert these leads into won opportunities.
• Collaborating with the enterprise Master Data Management team to design rules and cross-business unit integrations to maintain accuracy of the customer data (Accounts, prospects, contacts) and provide a 360-degree view of the customer data thereby enabling additional cross-selling opportunities.
• Deployed intelligent adoption and data hygiene tools (auto-logging, streamlined field updates) increasing CRM adoption rates by 35%+ and enhancing overall data quality and compliance.
• As the product owner, acting as the end-to-end owner of the squad’s mission, strategy, and tactical execution associated with delivering strategic priorities.
- مجال الشركة:
- الخدمات المالية
