Phone Call or Email decision is made on the basis of Lead Scoring and the scoring can be based on what product they selected and where they abandoned. A phone call for high-value applications makes sense, while an automated em…"
Head of Technology and Product Development-Fintech and Chief Customer Success Officer at Terafina Inc with a passion for Digital Transformation. Accomplished Omni-Channel Digital Transformation Leader with both Strategic and Tactical experience in leading and building a multi-channel digital platform for financial institutions and my vision is to provide a consistent experience across all channels and deepen relationships, while increasing employee efficiency and product sales. Terafina Inc Chief Customer Success Officer and Head of Product and Technology Responsible for Technology Innovation , Product Roadmap, Solution Implementation, and Customer Success at Terafina Inc Digital Align Inc Advisor Advise leadership team and help build partnership with industry best financial technology companies in the area of Digital Technology and Enterprise Agility Helios and Matheson Analytics - (Nasdaq: HMNY) Vice President- Financial Services and Fintech Responsible to build a data driven digital strategy for Banking and Credit Unions that’s measurable, actionable and profitable. Persistent Systems Director of Solutions - Enterprise Digital Transformation Responsible to build a successful Digital Transformation brand that's focused on financial services at Persistent Systems and deliver best in the class business solutions with modern architecture for financial institutions. Terafina Inc Sr. Director of Implementation, Omni-Channel Product and Services Responsible for implementing Terafina Platform at multiple Credit Unions and help them roll-out Multi-Channel Account opening solution for all Deposits, Consumer Lending , Mortgage and Small Business Products. First Tech Federal Credit Union EMERGING AND ENTERPRISE DIGITAL PRODUCT & PROGRAM MANAGER Charged with the directive of building a fully integrated multi-channel digital initiative offering seamless coordination and a “Best of Class” member experience and in alignment with the credit union’s strategic plan encompassing internet, mobile, branches and call center. MiTAC Digital TECHNICAL MANAGER / SENIOR WEB ARCHITECT Developed key applications for Engineering, IT, Corporate Marketing, and Product Management divisions, expediting new product launches by building Web-Services for PND and iPhone App integration, and deploying Web 2.0 interactive new product launch landing pages using HTML and jQuery MicroFocus (NetManage) WEB MASTER AND TECHNICAL LEAD Implemented redesign of key features for ecommerce and monetization, improving experience and enhancing usability, resulting in increased efficiency and revenue CPP Inc SENIOR APPLICATION DEVELOPER AND ANALYST Implemented a custom CRM platform to identify and differentiate customers as a key component of CRM initiatives and measurement processes Designed and developed modules for key corporate projects such as Order Management, CRM platform, Customer surveys, Feedback Management, Sales Intelligence Portal, Lockbox Integration and Shipment Integration creating positive impact on increasing system performance, increasing customer satisfaction and reducing operating costs. Mindflow Inc SENIOR APPLICATION DEVELOPER AND TECHNICAL LEAD Built and tested ETL tool using template based technology and developed multiple business applications for Customers using Mindflow platform and successfully deployed them on-site
Areas of Interest
Datawarehousing, Analytics Models, Business Operations, Retail, Finance, Digital Products, Deposit Products, Consumer Loans, Risk, Fraud