Abhinav Gupta

TIFIN Wealth is a cutting-edge AI-powered fintech platform designed to revolutionize wealth management through advanced personalization. By integrating capabilities such as risk profiling, financial planning, personality assessments, and investment intelligence, it enables financial advisors to deliver bespoke investment proposals and actionable recommendations. The platform also incorporates marketing automation and data science tools to enhance client engagement, retention, and growth. Modular in design, TIFIN Wealth allows advisors to customize solutions or leverage APIs for seamless integration into existing systems.

VP of Product was instrumental in developing the industry’s first AI-driven personalization platform for wealth management. He established a comprehensive product vision and strategic direction, crafting detailed roadmaps to launch innovative features such as modular risk profiling, financial personality assessments, and trading automation. I was responsible for overseeing technical implementation, ensuring alignment with strategic goals and high-quality standards while managing seamless integrations with external tools to enhance user experience. This helped scale personalization for over 500 advisors.

I reduced operational costs by $1.2 million and FTE headcount by over 50 through automation. I designed and implemented an operational data store and web portal, which cut down email and phone traffic for clients. I created UI specifications, prototypes, and wireframes, and collaborated on data models for seamless integration. I worked with leaders and vendors to ensure migration, billing consolidation, and application sunsetting. Additionally, I integrated AI and ML technologies to enable faster and more accurate exception management in back-office operations. I facilitated new business through a scalable platform, addressing pain points and enhancing client satisfaction.

I efficiently collaborated with key stakeholders and leveraged the M&A spend amount to negotiate better cost and service terms with vendors, including Infra and other third-party software vendors. I also renegotiated with the current clients to drive higher profitability.

I obtained approval for $1.6 million to build the product. The project deliverables included the platform for commission, trade blocking, and allocation for third-party trade matching using Omgeo CTM, multi-asset trading, and the integration of siloed interbank offered rates.

I prepared the BRD and FRD for post-data and impact analysis. I interviewed 1000+ operational users across various brokerages, created functional test cases, and facilitated the UAT and incremental waterfall model of the SDLC.

I also created rapid prototypes on Balsamiq and Figma and built web- and desktop-based applications on the cloud using the NoSQL database, JavaScript, and Core Java.

This project involved managing the customer account reference data system for the legacy moderation of a B2B SaaS platform.

I steered scrum meetings and refined product backlogs. I also created the product requirements document (PRD) and migration plans, prioritized user stories, monitored the velocity, and coordinated for requirements with 30+ clients having one million accounts and organizational structures.

I also migrated the product to MarkLogic from Sybase DB and Java and performed a UI-refresh for the desktop and web platforms.

Advisors wanted to digitalize their customer onboarding process and build a scalable solution that can be integrated with their CRM, trading, and property management system and reduce the delay of account onboarding.

I led an agile team that developed various APIs for third-party application interfaces with DocuSign, N&A, and custom interfaces.

I also managed and took ownership of the product end-to-end, from defining scope to developing product launch requirements. I created a new UI, conceptualized multiple features, designed wireframes and prototypes, and developed PRDs to enhance app usability.

SaxoGo has comprehensive trading and investing features with a user-friendly interface. It was engineered for speed and efficiency. The trade ticket displays all pertinent information to reduce the number of clicks needed to place an order.

I led the business analysis, design, and testing team to build a front office trading application for customers and perform Swift and FIX testing connections with various ECN and white label clients for large banks.

I conducted daily scrum meetings and retrospective meetings with the project teams. I also communicated with the bank risk management team and risk subject matter experts from CME and LCH for thorough business analysis.

Jetstream is Credit Agricole Corporate and Investment Bank's electronic FX trading platform.

I designed the product order and execution functionality for multi-asset trading. I also built a request for quote (RFQ) workflow with unlimited RFQ amounts to manage large auto-quote amounts available.

I applied advanced sampling and data analytic techniques to help with strategic initiatives, roadmaps, and process models. I also designed the user journey for one-click and two-click trading by communicating with customers and users, including FX traders, sales, and ops, to collect, validate, and prioritize competing requirements.

I delivered best-in-class trade processing for equities, FI, and derivative instruments. I also collaborated with internal and external stakeholders to prioritize initiatives while heavily focusing on regulatory timelines.

I monitored product performance, education, and feedback from users and clients in monthly client steering company meetings.

i2iFunding is much more than a P2P marketplace. i2i also provides legal and recovery support to investors in case of default by any borrower.

I created the PRD for i2i, which evaluates the credit risk of each of the loan projects, assigns the corresponding risk category, and recommends an interest rate for that project.

I designed the AI Risk management model that helps the borrowers and investors to have a benchmark interest rate. In the process, the investors can earn higher risk-adjusted returns.

• Spoke to hundreds of users, product and growth teams while creating a growth strategy for Plum
-Created the new customer acquisition strategy through organic, paid ads, product integration and partnerships, and content marketing
• It involved understanding the funnel data across product and marketing.
-Created wireframes and walkthroughs for each aspect of the user journey. From acquiring users to making them take the core action, retaining them, upselling them, and getting them to refer new users.
• Created various ads for social media and product video ads.
• Tools used:
SEM Rush, Ahrefs, Canva, FB, Google ads, Notion.so.

• Led the data mastering management (MDM) team for creating the security reference data. Created BRD's, UI, and the rule engine for data mastering. Built cloud data mastering ( golden copy) solution and leveraged market data vendors like IHS Markit, Bloomberg, IDC, Reuters, and client files.
• Worked with the data modeling and governance teams to build a robust data model for ABOR data.
• Created the operational control frameworks (OCF) checks for data quality, defined the core checks, and created client custom checks for product implementations. OCF ensures the data is validated, enriched, and reconciled across multiple sources.
• Automated the data quality checks to reduce operational risk and bring greater client transparency.
• Created source to target mapping documents for various third-party fund admin, custodian, and custom client interfaces such as Northern Trust, BNY Mellon, JPMC, GCAS SimCorp, Xoriant, and others for holding, transactional, reference, and client data.
• Worked closely with DataGX service delivery/data operations team, managed product and implementation, defined high/low-level requirements, gave client product demos, and helped the customer success and pre-sales team.

I owned the product backlog and OKRs, prioritized the list of client and vendor data interfaces, built data pipelines, managed APIs and integration with 3rd-party products, funded admins, market and performance, and managed downstream impacts. I also led multiple functional areas as a product owner, such as entity, security, position, transactions, NAV, and PMAR. I defined the data pipelines to Alpha Data Platform (ADP), sourced to target mapping document, and created the process flows, event triggers, and data models across functional areas.

I created 100+ ELT interfaces using the no-code import framework. I also defined all the transformation and normalization of data, creating custom and core marts for ADP, which helped reduce the development time by 50% and simplify operational product maintenance. I worked on multiple tech product POCs and chose the tech stack consisting of Pentaho Data Integration (Kettle), Qlik, Talend, Microsoft Azure, and Kafka for tool selection, along with the architecture team.

I contributed to the creation of a new ADP data dictionary that uses the metadata of existing EDM, defining data ownership of various data assets across the data platform.

Led post-acquisition integration for three companies, consolidating over 200 products, unifying billing, and sunsetting applications, saving $250,000 annually and repurposing resources across 14 departments like product, finance, IT, and infra. Facilitated negotiations with vendors and 3rd-party vendors, ensuring seamless transitions while working closely with Alteryx C-suite executives.