Sacheen Patel
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Sacheen Patel Email & Phone Number

Product, Digital & AI Leadership at Coutts/NatWest Wealth | Client/Customer Journeys | Strategy & Strategic Implementation | Leading High-performance teams at Coutts
Location: London, England, United Kingdom 9 work roles 3 schools
1 work email found @coutts.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Current company
Role
Product, Digital & AI Leadership at Coutts/NatWest Wealth | Client/Customer Journeys | Strategy & Strategic Implementation | Leading High-performance teams
Location
London, England, United Kingdom
Company size

Who is Sacheen Patel? Overview

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Quick answer

Sacheen Patel is listed as Product, Digital & AI Leadership at Coutts/NatWest Wealth | Client/Customer Journeys | Strategy & Strategic Implementation | Leading High-performance teams at Coutts, a with 2259 employees, based in London, England, United Kingdom. AeroLeads shows a work email signal at coutts.com and a matched LinkedIn profile for Sacheen Patel.

Sacheen Patel previously worked as Executive Director, Client Journey Lead at Coutts and Director, Client Journeys Transformation Lead at Coutts. Sacheen Patel holds Bachelor Of Engineering (Beng), Civil Engineering, First Class Honours from The University Of Edinburgh.

Company email context

Email format at Coutts

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{first}.{last}@coutts.com
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Profile bio

About Sacheen Patel

Sacheen Patel is a Product, Digital & AI Leadership at Coutts/NatWest Wealth | Client/Customer Journeys | Strategy & Strategic Implementation | Leading High-performance teams at Coutts. She possess expertise in financial markets, business development, digital marketing, campaign management, fixed income and 24 more skills. Colleagues describe her as "I am delighted to endorse Sacheen as an exceptional individual. Whilst I was Chief Operating Officer at Coutts, I worked closely with Sacheen who was ED in the Client Journey team. Sach was a consistent high performer: professional, smart, hard-working, sharp and relational. I would love to work with Sach again; a great team player " and "Excellent in the client journeys and digital space, Sacheen is a more than capable leader and strategic thinker and was an invaluable member of my leadership team at Coutts. Providing a much needed insight into the wider organisation, Sach displayed excellent influence and the ability to work across all levels. Sacheen's overall approach seems built on a combination skillset of product/analytical skills as well as strong communication. I would gladly recommend for a wide array of… Show more"

Listed skills include Financial Markets, Business Development, Digital Marketing, Campaign Management, and 25 others.

Current workplace

Sacheen Patel's current company

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Coutts
Coutts
Product, Digital & AI Leadership at Coutts/NatWest Wealth | Client/Customer Journeys | Strategy & Strategic Implementation | Leading High-performance teams
london, london, united kingdom
Website
Employees
2259
AeroLeads page
9 roles

Sacheen Patel work experience

A career timeline built from the work history available for this profile.

Executive Director, Client Journey Lead

Current

London, England, United Kingdom

• Driving the vision, strategy, design and delivery of a portfolio of shared bank-wide capabilities (CRM, Communications, Data-sharing, Workflow, etc.) supporting business users and directing core client journeys for c100K HNW personal and commercial clients.• Establishing and leading numerous global high-performing multi-skilled scrum teams with direct responsibility for a £MM investment budget, delivering a range of regulatory, financial, risk and CX outcomes.• Leveraging technology, process redesign and policy enhancements, to resolve key client pain points across numerous client journeys, leading to improved engagement and commercial outcomes.• Developing and scaling new AI Conversational Intelligence IP, designed to derive meaningful insights from client engagement and summarising interactions.• Driving both innovation approaches and experimentation techniques to rapidly pilot new tools and capabilities with clients and colleagues, to enable future transformation outcomes.• Proven leadership abilities, achieving positive manager feedback scores of 90%+ from the team through bi-annual surveys.

Dec 2020 - Present

Director, Client Journeys Transformation Lead

London, England, United Kingdom

• Led the vision and strategy transforming the business model to one focused on Client Journeys structural reorganisation, trialling and embedding a consistent client journey framework.• Led the redesign of all Client Journeys, including benchmarking against industry peers and market leaders, resulting in a £MM investment in three key strategic delivery areas: digital, data and CRM to empower advisers.• Also lead the strategic implementation of key simplification decisions, including exiting non-performing markets, propositions and disposal of subsidiary brand.

Jan 2019 - Dec 2020

Director, Head Of Digital Channels, Platforms & Campaigns

London, England, United Kingdom

• Led the design, day-to-day delivery and strategic direction of non-transactional digital channels (incl. websites, emails, social media) for the Coutts and Adam & Co brands, establishing and leading a highly skilled SME team of 15 after a critical restructuring.• Enhanced digital client interaction and self-service through launching and scaling a multi-award-winning digital client community for HNW/UHNWs Coutts Connect and Coutts Investment Club.• Also devised strategy and led the delivery and rollout of a strategic colleague toolset to improve the quality of client engagement planning, performance management and coaching; adopted by over 95% of advisers within the first three months and remains in full use today.

Dec 2017 - Jan 2019

Director, Head Of Campaigns & Adviser Content

London, England, United Kingdom

• Led the creation, development and delivery of: (1) a data-focused digital marketing offering connecting advisers to high potential leads; and (2) a single golden source of marketing information for use with clients and prospects.

Sep 2015 - Dec 2017

Director, Client Solutions

London, England, United Kingdom

• Responsible for the research, development and launch of new products and propositions to Coutts UK and Coutts International clients, including working closely with relationship management leadership to create sales enablement material, develop data-led business opportunities and to train-the-trainer.

Jun 2014 - Oct 2015

Vice President, Investor Product Sales

London, England, United Kingdom

• Led sales of vanilla and complex multi-asset structured products and MTNs to Wealth, Fund and Asset Managers across the UK and Irish markets.• Generated year-on-year £MM PnL growth in highly competitive marketplace, expanding to also successfully drive ETF sales in UK&I market.• Lead development of market-leading tax efficient product issuance programme working with the London Stock Exchange and HMRC.

Apr 2012 - Jun 2014

Associate, Investor Product Sales

London, England, United Kingdom

• Co-led the development and launch of the IFA Plan Manager business, with direct responsibility for product issuance, marketing, pricing and hedging activity. Generated over £15m PnL in first two years of operation.• Continued to lead UK exchange traded product business lines including launching first ever Retail Bond on the London Stock Exchange, under RBS brand name.

Apr 2010 - Apr 2012

Analyst, Investor Products Sales

London, England, United Kingdom

• Supported the development and launch of the exchange-listed UK Covered Warrants and Structured Products.• Key responsibility for product development and strategy, market-making and client engagement.• Additional sales and strategy responsibility for UK based CFD business: MarketIndex.

Sep 2008 - Apr 2010

Analyst, Structured Derivatives Trading

London, United Kingdom

Jun 2007 - Sep 2008
Team & coworkers

Colleagues at Coutts

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3 education records

Sacheen Patel education

Bachelor Of Engineering (Beng), Civil Engineering, First Class Honours

Activities and Societies: President - Engineers without Borders, Edinburgh branch (2006/7)

FAQ

Frequently asked questions about Sacheen Patel

Quick answers generated from the profile data available on this page.

What company does Sacheen Patel work for?

Sacheen Patel works for Coutts.

What is Sacheen Patel's role at Coutts?

Sacheen Patel is listed as Product, Digital & AI Leadership at Coutts/NatWest Wealth | Client/Customer Journeys | Strategy & Strategic Implementation | Leading High-performance teams at Coutts.

What is Sacheen Patel's email address?

AeroLeads has found 1 work email signal at @coutts.com for Sacheen Patel at Coutts.

Where is Sacheen Patel based?

Sacheen Patel is based in London, England, United Kingdom while working with Coutts.

What companies has Sacheen Patel worked for?

Sacheen Patel has worked for Coutts, Natwest Markets Plc, and Abn Amro Bank N.V..

Who are Sacheen Patel's colleagues at Coutts?

Sacheen Patel's colleagues at Coutts include Steve Griffiths, Joey Grogan, Patricia Pender, Geray Kerimli Bsc(Hons) Cemap, and Danny Shea.

How can I contact Sacheen Patel?

You can use AeroLeads to view verified contact signals for Sacheen Patel at Coutts, including work email, phone, and LinkedIn data when available.

What schools did Sacheen Patel attend?

Sacheen Patel holds Bachelor Of Engineering (Beng), Civil Engineering, First Class Honours from The University Of Edinburgh.

What skills is Sacheen Patel known for?

Sacheen Patel is listed with skills including Financial Markets, Business Development, Digital Marketing, Campaign Management, Fixed Income, Options, Bonds, and Investment Management.

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