Uma Sankar Kopalle Email and Phone Number
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#QVADIS Innovator of the product “CrediPay” - designed to democratize credit without plastic, utilizing open banking and real-time payments. Patent pending with USPTO.FinTech I Digital Banking | Smart Payments | Strategy | Product Management | Innovation | Engineering | Digital Transformation | Advisory With experience in Banking, Financial Services business and Information Technology I maintain a solid understanding of how technology can be implemented to deliver the required business capabilities for the financial institutions to operate more effectively and efficiently. I have consistently been a trusted advisor for my clients to help them in designing & executing enterprise digital transformational initiatives with a focus on business growth, customer experience, operational excellence and regulatory compliance. Throughout my career, I have established a proven track record of delivering value, building vibrant teams and maintaining strong client relationships.Specialities : Product Management - Design & Implementation, Innovation Roadmaps, Solutions Design Challenger Bank / Neo Bank strategy, Banking As A Service (BaaS), Digital Wallets, API Banking, GTM Strategy, Business Transformation, Design Thinking, CX, Art of the Possible workshops, Relationship Management, Strategic Planning, Business Solution Architecture, Program Management, Vendor & Contract Management, Change Management, Business Unit set up .•Experience in designing innovative Products and Solutions & leading strategic programs in Digital Banking, Open API Banking, Commercial Lending, Collateral Management, Cash Management, Cards-Issuing & Acquiring, Mobile Banking, Web Banking, Accounting & General Ledger, Loan Origination, Client on-boarding, CRM, Banker’s workstation, Private Banking & Wealth Management platform, Insurance Distribution, Core Banking, Regulatory Reporting in on-site/off-shore/nearshore delivery models - FDD, Agile Scrum. •Deep knowledge in Personal, Commercial & Business Banking products & services – Demand & Time Deposits, Personal loans, Credit Cards-Issuing & Acquiring, Commercial loans & lines of credit, Cash Management, Asset-based finance, Leasing, Commercial Cards, Digital Channels, Trade Finance, Merchant Services, lock box services, depository services, Wealth Management & Financial Services.•Experimenting with disruptive technologies like AI, Machine Learning,AR in the areas of Loan operations, Asset Based Finance, Enterprise Reconciliation, Covenant digitization, Digital Only Bank, Connected Customer, BaaS, API Banking.
Freelance
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FreelanceChicago, Il, Us
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Svp, Banking & Financial ServicesInnova Solutions May 2023 - PresentDuluth, Georgia, UsResponsible for Banking & FS global strategy and management. Focus Areas : Engineering & Management of the SaaS Product - InnoWallet Digital First Payments Platform and solutions in the themes - AI Everywhere, BaaS & Embedded Finance, NextGen Cores, Digital Payments, Digital Wealth Management, Hyper Personalization, FS BOTique.
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Member Of The Board Of Advisors3Cortex May 2022 - PresentJohns Creek, Georgia, Us -
Member Of The Board Of AdvisorsQuantafic Digital Inc Jul 2022 - PresentNova Scotia, Nova Scotia, Ca -
Fintech AdvisorFreelance Jan 2018 - PresentAdvisor/Fractional CPO - Helps startups with a focus on Banking & Financial services in the areas of Innovation, Product Management, execution, business strategy and connecting the dots. If you are exploring, investing , operating in Fintechs : Embedded banking , Digital payments , connected commerce etc. please DM me. Always happy to have a quick chat or coffee if you happen to be in ChicagoLand.
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Vp And Product DirectorGlobant Jun 2022 - May 2023San Francisco, Ca, UsFocus Areas: Smart Payments - Payments for Digital Commerce, Alternative Payments, Rewards & Loyalty, Payments & Cards Analytics, Digital Banking and Digital Wealth Management. -
Vice PresidentMphasis Oct 2020 - May 2022Bangalore, Karnataka, InFocus Areas: Digital, Core Banking Transformation Strategy, Products Implementation, Challenger Bank / Neo Bank strategy and solution engineering. -
Avp - Digital BankingHexaware Technologies Nov 2018 - Oct 2020Navi Mumbai, Maharashtra, InLed the global banking solutions team, which is responsible for the design & implementation of digital solutions in Retail Banking, Commercial Banking, Payments & Cards, Risk & Compliance verticals. Closely worked with global banking customers to ensure the success of the digital transformation engagements - Connected Customer Experience, Open API Banking, Multi-product Digital Client on-boarding, AI-Powered Virtual Assistant, Digital Only Bank, Intelligent Lending, ISO 20022 adoption, Digital Payments, LIBOR Transition- Unified Command Centre, ML-based Contracts Remediation and Consumer Banking Analytics. Created strategy for Digital Banking and Innovative solutions pipeline with CX, Data Science, MicroServices/APIs & Security technologies as enablers, and built a Fintech partner ecosystem . -
Director - Csg Banking & Financial ServicesSalesforce Jun 2017 - Nov 2018San Francisco, California, UsResponsible for positioning Success Cloud solutions in Mid-West USA & Canada and closely working with banking customers to ensure the success of the digital transformation engagements.Successfully positioned consulting services for Reg Transformation –Cybersec req for FinServ & Digital Transformation – Customer journeys engagements. -
Director - Enterprise Banking Solutions , AmericasVirtusa Jan 2016 - Jun 2017Southborough, Ma, UsFocused on Client Success. Responsible for solution-driven consulting engagements in major commercial banking & retail banking accounts and helping them in designing & executing customer centric digital transformational initiatives.• Successfully led business transformation consulting engagements by designing strategy, roadmap, solutions for enterprise horizontals like Loan Origination, Omni Channel account opening, e-signature & documentation, Client 360, Enterprise sales & services platform, Client MDM, Payments-Merchant Acquiring Services, Cash management, Enterprise product HUB, CCM, BIAN & IFX based foundational services, Banking As A Service (BAAS), RPA for Financial Crimes investigations & loan processing.• Created & managed cross-functional solution teams with expertise in Experience-based & Foundational digital transformational programs, evangelized BIAN & IFX standards, designed POCs using RPA, VR/AR, AI.• Led the SWAT team to design strategy for partnerships in Cloud based utility solutions for Banking & Financial services. -
Vice President - Banking Products & Data Solutions, AmericasPolaris Consulting & Services Ltd Oct 2014 - Dec 2015Chennai, In•Positioning solution driven service deals/consulting engagements in the Banking, Data & Analytics in the existing accounts and identified new business logos•Focused Areas: Enterprise Solutions in Banking, Wealth Management, Asset Management, KYC & AML, Omni Channel Client On-boarding, business technology transformation - Architecture, Analytics, MDM, DWH, Big Data processing, Digital Transformation•Leading the discovery sessions with the customers & deriving Solution Architecture•Evangelize the architecture & message standards like BIAN, IFX, ISO etc.•Guiding Practice teams to build concept solutions relevant in the market.•Identifying & forging partnerships with 3rd party product & service vendors in technology and domain space..Managing solution-driven Consulting engagements -
Director - Inv Banking Products & Data SolutionsPolaris Consulting & Services Ltd Feb 2013 - Sep 2014Chennai, In•Positioning solution driven service deals in the Investment Banking, in the existing accounts and identified new business logos•Focused Areas: Private Banking, Wealth Management,Capital Markets, Asset Management , business technology transformation •Leading the discovery sessions with the customers & deriving solution architecture•Formulating the win strategy for the deal and execution.•Guiding account management and NBD teams on intelligence & strategy.•Guiding Practice teams to build concept solutions relevant in the market.•Identifying & forging partnerships with 3rd party product & service vendors in technology and domain space.
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Asst. Vice President, Latam - Banking ProductsPolaris Financial Technology Ltd Feb 2011 - Jan 2013- Product Consulting & Implementation - Positioning of Core Banking, Lending,Cards- Issuing, Cash Management,Commercial & Retail Loan Origination, Portals, Leasing, Factoring,Wealth Management, Transaction Banking , Order Management & Brokerage solutions in LATAM countries - Solution Architecture - Client Engagement Management - Program Delivery Management- Partner Management - Review of the proposals and negotiation with partners, clients & attorneys- End to end bid management - Monitoring the implementations/projects as per the contractual obligations- Co-ordination with different internal & external entities like Quality, Testing, PMO etc- Presenting & Participating in Management review meetings
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Engagement Manager, Intellect Products Implementation, Latin AmericaPolaris Consulting & Services Ltd Feb 2010 - Jan 2011Chennai, InResponsible for Client Engagement & Delivery Management for Intellect solution implementation in an on-site/off-shore multi-site global delivery model Spearheading the discussions with Client teams to understand their Business IT strategies & priorities, & propose and own the solution architecture for the Intellect Wealth solution and delivering the proposed solution as per the contractual obligations without any slippages of committed timelines, scope, quality, effort & cost. Overall responsibility of the program management spanning across teams in different Business Solution Centers of Polaris and third party PMO Responsible for o Directing and delegating responsibilities the/to reporting program manager & project managerso Establishing organization structure and interaction delivery model with the cliento Establishing , reviewing and maintaining overall project plans inclusive of managing inter team dependencies and program´s critical patho Defining project specific goals based on client/Polaris goals & processeso Interaction with relevant stakeholders for resources requirementso Identify, monitor and plan for the risk mitigationo Conducting formal project reviews/working/steering committee meetings o Presenting weekly engagement dash boards to management of Polaris/client on the project’s progresso Ensuring quality processes adherence as per the Polaris standardso Managing client/internal escalations and providing timely resolution Manage & resolve conflicts between product groups/teams arising to multiple aspects like communication, dependencies, etc to ensure successful execution of the overall program’s objectives in a complex multi-lingual , multi-cultural and multi-time zone environment. Providing leadership & guidance on key financial parameters such as Product licensing fees, Implementation costs, billing rates, invoicing and collections
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Product Management Group HeadPolaris Consulting & Services Ltd Jan 2007 - Jan 2010Chennai, InResponsible for defining the product roadmap, presentation of business case for the management and obtaining investments, owning the solution architecture & design, delivering the roadmap features in the defined timelines without any slippages of quality, effort & cost. Responsible for o Product Architectureo Product Implementations o Building Market Strategyo Certification of solution architectso Reviewing of product collateralso Deciding on Version Releaseso Recommending on List Price Responsible for accelerating the win rate of Intellect deals through creating customer confidence in Intellect solution architecture and design Responsible for innovation management and leading teams to innovate Accounting engine & Multi- Gaap GL , IFRS Reporting, RM Work Station/ FABX, FNA & Margin lending Redesign & PFM Frame work , Margin Meter, Limit Equaliser.Leading design teams and responsible for overall design of the Intellect Wealth Product and ensuring that the product created is Flexible, Extensible, Integrable, Reusable, Scalable, Reliable, Presentable ,Implementable and Supportable Evaluation of different technology options for the product and presenting business case to CTO and obtaining acceptance for bringing technologies like ExtJS(Sencha), Jasper Repots, Fusion charts etc. in the product stack. Providing leadership to delivery teams of Intellect implementations on solution architecture and design in the geographies of Asia-Pacific & Americas . Responsible of identifying what elements need to be brought into the product version and what to treat as customizations. Leading solution architects and underwriting the work-output of Solution Architects to ensure that the gaps between the product and customer requirements are clearly identified & addressed. Heading CCB (Change Control Board) to ensure that impact analysis of changes have been properly carried out and control the movement of baselines of Intellect Wealth
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Solution Architect & Product Engagement ManagerPolaris Consulting & Services Ltd Aug 2006 - Dec 2007Chennai, In Responsible for understanding complex business processes related to banking in general & wealth management/investment banking/capital markets/portals in particular and recommending & designing Solution Architecture for the Intellect product implementations in countries like Singapore, Malaysia, Hong Kong, USA, Dubai, Oman, India etc. Responsible for engagement management for Multi-Legal Entity & Multi-Branch Core Banking, Lending and Private Wealth implementation in Singapore and HongKong. Providing leadership to the teams ino Program Delivery Managemento Consulting Engagementso Conduct Business requirement elicitationo Requirements Gathering o Identify functionality gaps o Preparing solution architectureo Get solution sign-off from customero Preparation of Design Specificationso Get solution sign-off from customero Solution executiono UAT Management & sign-off Responsible for Identification of data model changes required for solution implementation and present the case to CCB for approval of the changes. Leading the teams for the updation of product design specification documents. Spearheading client presentations and product demos of Wealth Management /Investment Banking solutions with a special focus on margin Lending , mutual funds, bonds and equities, core banking, accounting and general ledger Leading pre-sales team foro Building standard sales presentationo Building product collateralso Building pre-fabricated Demonstration kitso Understanding customer requirementso Identifying business functionality that are candidates for componentization/SOAizationo Estimation and pricingo Managing the execution of POCs/POVso Developing white papers on product features and market trends Defining Key Performance areas, measurement criteria & goals for analysts, team leads and pre-sales team
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Manager - Credit & OperationsAxis Bank Mar 2003 - Aug 2006Mumbai, Maharashtra, InManaging a business of One Billion at UTI Bank ( Now Axis Bank), Vijayawada and leading a 40+ member team for managing operations, credit and business development.Operations entailingo Payment & Collection Process & RTGS o Cash Management Serviceso Payables/Receivables services & lockboxes managemento Correspondent Banking Services o Mobile & Internet Banking o Cards Services – Debit, Credit & pre-paid Travel Cardso Merchant Acquiring services o CASA & Time Depositso KYC & AML processes o ATM businesso Discounting& purchasing of Bills& cheques–Inland & FOREXo Clearing & fund management o Branch profitability & transfer pricingo Reconciliation of office accounts o Vendor & inventory managemento IPO & Dividend warrant processing o Audit management – Internal & Statutoryo MIS & Compliance Reports o Treasury - Investments in Inter Bank Deposits & MMFsWealth Management : Financial Planning, Distribution of Mutual Funds, Fixed Income, Equity Trading and Insurance products. Custodial Services Fraud & Risk Management : In the areas of Customer on-boarding, Cash Management, Acquiring Business, Clearing , ATM and On-line banking Credit : Fund & Non-Fund based lending in Retail & SME segments – wide varieties of products viz. Trade Loans,Working Capital loans,Mortgages,Personal loans,Equipment Finance, Channel Finance,Letters of Credit,Bank GuaranteesProcess design : ATM Recon, Cash Management for government,Consolidation of Clearing services, Debit Cards for Partnership FirmsProduct Implementation: Payables management with positive pay,Payables- Corporate Portal Payroll with desktop app,Receivables- Cash Management Solution ,IPO Management SolutionBusiness Development : Grounds-up development of new branch and reached around INR 300 Mil in 2 years, ATM based branchless banking innovation covering an area of 200 miles, Correspondent Banking services for Rural Banks and Credit Unions, Merchant Acquiring Services business in remote areas
Uma Sankar Kopalle Skills
Uma Sankar Kopalle Education Details
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Northwestern University - Kellogg School Of ManagementProduct Management -
Pondicherry UniversityBanking & Finance
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Acharya Nagarjuna UniversityPhysics & Microprocessors
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Acharya Nagarjuna UniversityPhysics & Mathematics
Frequently Asked Questions about Uma Sankar Kopalle
What company does Uma Sankar Kopalle work for?
Uma Sankar Kopalle works for Freelance
What is Uma Sankar Kopalle's role at the current company?
Uma Sankar Kopalle's current role is Constantly Curious | Lifelong Product Learner | Innovation Advocate | Sometimes a Strategy Whisperer.
What is Uma Sankar Kopalle's email address?
Uma Sankar Kopalle's email address is um****@****ant.com
What is Uma Sankar Kopalle's direct phone number?
Uma Sankar Kopalle's direct phone number is (415) 901*****
What schools did Uma Sankar Kopalle attend?
Uma Sankar Kopalle attended Northwestern University - Kellogg School Of Management, Pondicherry University, Acharya Nagarjuna University, Acharya Nagarjuna University.
What skills is Uma Sankar Kopalle known for?
Uma Sankar Kopalle has skills like Leadership, It Strategy, Consultative Selling, Banking, Sdlc, Credit Cards, Payments, Business Development, Resource Management, Vendor Management, Team Management, Offshoring.
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