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Strategy Advisory and Customer Experience

Advisor to the largest offshore Private Equity fund invested in the Indian real estate space. Worked in developing:

  

  • Strategy and vision – Sales strategy, creation of a purpose statement and decisions on the future product road map and roll out and implementation of the values framework  

  • Technology - the automation roadmap (including rollout of the SAP ERP), Process mapping, the Client digital roadmap   

  • Customer Experience - transformation of the client engagement model from the conventional Customer Relationship Management (CRM) based transactional approach into a proactive and lifecycle based ‘Total Customer Experience’

  • Episodic involvement with financial institution affairs and global investor updates   

Jal Mahal
Mac Desktop

Fintech Product Expansion

Consultant to a San Francisco based financial technology company that provides front to back Capital Markets technology solutions. Its solution is used by over 34,000 market professionals in over 60 countries across 180 financial institutions. Conducted a feasibility study to explore the extension of their product suite into Wealth Management.


The assignment entailed in-depth investigation of the applicability of the platform to the Wealth Management space.  As part of the process, Engee Advisors conducted a large-scale survey among senior leaders in the Wealth Management, Private Banking and Financial Technology spaces.