Pratik G. -Salesforce Certified Proffesional

ABOUT ME

Pratik has an extensive experience in implementing digital solutions in financial services domain having covered the entire spectrum of BFSI Industry. Pratik has implemented digital solutions in Lending, Investment Advisory and Insurance domains through digital transformation, conceptualizing the digital road maps for building Simple, Stable, Scalable solutions. These solutions range from variety of Customer Relationship Management, Salesforce Productivity, Business Process Improvement, Robotic Process Automation solutions.With computer engineering background and MBA from an IIM in Finance and Information systems, Pratik loves to solve problems where both finance and technology converge for a solution. Pratik has helped many technology platforms evolve from being Technology Supported to Technology Enabled/Led platforms. Keeping Agility, Platform Thinking, Data Strategy and Integration at core, Pratik believes that future of Financial Services depends upon how digital landscape evolves today. @Edelweiss Private Wealth Management, Pratik drove the technology vision aimed at building robust technology advisory platform, analytics, sales force productivity and superior client experience catering to Ultra High Net Worth Individuals. Pratik’s key achievements at Edelweiss Private Wealth Management include launch of Salesforce CRM (Sales and Service Cloud), Implementation of Digital Account On-boarding and rolling out India's first Portfolio management plus wealth Management platform.