In brief
- Investors want simple, reliable and easy-to-use digital advice. Zoreza Global helps firms and advisors be more proactive, creating and supporting a customer-centric, end-to-end and multichannel Client Lifecycle Management (CLM) process
- Meeting regulatory demands is costly, but non-compliance can set you back almost three times as much in the long run
- AI and machine learning help wealth managers identify which clients represent the best growth potential, which to maintain and who to disengage from, increasing revenue and growing the business
Phillip Cranfield
Phil has 20+ years of experience in IT delivery, strategy and management within multiple industries. His 8+ years within financial services have focused on helping top-tier wealth managers and banks transform their IT estate and developing modern operating models to help deliver their strategic goals. Phil currently leads Zoreza Global’s Wealth Management offerings team, which is responsible for designing go-to-market strategies, business critical solutions and industry-based PoVs for Tier 1 wealth management organizations.
Amit Gupta
Currently focusing on expanding the Advisory offering within Banking & Capital Markets at Zoreza Global, Amit brings a wealth of experience to his role. His background spans across Operations, Technology, and HR, with significant experience working as part of Operations Management Committees for some of the world’s largest global banks. Amit has successfully led large-scale transformation initiatives, driving cost and process efficiencies, orchestrating restructuring endeavors in Wealth and Private Banking, and managing operations for a Fintech-focused corporate venture capital fund.
Steve Petrie
Steve is a member of the CLM solutions management team within Zoreza Global's Banking and Capital Markets division; he's responsible for leading their global Product Consultancy team. He has over 25 years' experience in financial services, covering operational and technology roles across a wide range of clients, products and services. Over the last 10 years, Steve has worked exclusively within client lifecycle management and related KYC, AML and the financial crime compliance domain, he built up a wealth of experience through multiple projects. His main area of focus is the realization of business benefits for our clients by delivering on their operational and digital CLM transformations and application implementations.
