Uma Sankar Kopalle Email & Phone Number

Chicago, Il, Us

Duluth, Georgia, Us

Responsible 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.

Johns Creek, Georgia, Us

Nova Scotia, Nova Scotia, Ca

Advisor/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.

San Francisco, Ca, Us

Focus Areas: Smart Payments - Payments for Digital Commerce, Alternative Payments, Rewards & Loyalty, Payments & Cards Analytics, Digital Banking and Digital Wealth Management.

Bangalore, Karnataka, In

Focus Areas: Digital, Core Banking Transformation Strategy, Products Implementation, Challenger Bank / Neo Bank strategy and solution engineering.

Navi Mumbai, Maharashtra, In

Led 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 .

San Francisco, California, Us

Responsible 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.

Southborough, Ma, Us

Focused 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.

Chennai, 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

Chennai, 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.

- 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

Chennai, In

Responsible 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

Chennai, In

Responsible 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

Chennai, 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

Mumbai, Maharashtra, In

Managing 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

Executive Education, Product Management

Pg, Banking & Finance

M.S, Physics & Microprocessors

B.S, Physics & Mathematics