Drive Fintech AI Strategy Roadmap

My immediate priority is to pinpoint AI opportunities that improve customer-facing solutions for our banking and NBFC clients, with customer service automation at the forefront. Within the first 90 days I expect a clearly articulated AI roadmap that shows how Large Language Models, agentic workflows, generative techniques, classical ML, and intelligent process automation will be woven into our existing loan-origination, collections, and digital banking products. Scope of work • Map the end-to-end customer support journey across our client banks and identify high-value automation moments—chat, voice, in-app, and back-office triage. • Evaluate build-vs-buy options for LLMs (OpenAI, Anthropic, Cohere, open-source) and outline the data, prompt-engineering, RAG, and governance strategy required for safe deployment in regulated BFSI environments. • Produce at least two working PoCs that demonstrate measurable gains in first-contact resolution, average handling time, or cost-to-serve, ready for pilot rollout with a flagship NBFC. • Define a phased talent, tooling, and MLOps plan so our product and delivery teams can scale these capabilities across the rest of the platform. • Establish success metrics and a commercial model that converts automation gains into new subscription or usage-based revenue streams. Success will be measured by a signed-off roadmap, live PoCs, and an implementation blueprint that product, engineering, and sales can immediately act on. Ongoing collaboration happens directly with founders, product heads, and client success leads, so clarity in both technical depth and business storytelling is essential.

Project ID: 40465716