Speaker Bio

Divik Saxena
Case study

Divik Saxena

Vice President, Chapter Leader – Analytics
Vice President, Chapter Leader – Analytics, Fidelity Investments, India Seasoned and visionary Analytics Leader with 20+ years of success in seeding & leading Analytics Teams, analyzing behavioral data, interpreting, and communicating analysis & research on Customers, Clients and Advisors. Prowess in providing sophisticated analytical consulting through AI-ML, statistical modeling, predictive analytics, people analytics, and other analytical techniques to gain insights, and support strategic decision making, recognized as strategic thought partner to Business Stakeholders and product owners. Hands-on coach and mentors a diverse team of analytics professionals.
Currently working with Fidelity Investments, India for the last 13 years, Extensive experience of leading & working with cross-functional Teams, People management and lead strategic initiatives for the firm. Member of the Analytics Leadership Team & Capability lead for Customer & Marketing Analytics.
Read More Read Less
Tuesday, 09 May, 2023 / 12:00 PM - 12:30 PM IST
Case Study: Financial Services - Innovation & AI Powering Fidelity's Client-Relationship Management

Leveraging Analytics for a paradigm shift in B2B Client Servicing & Loyalty
This session will go over how Fidelity Investments redefined Client Servicing & Relationship Management with meaningful analytical interventions, empowering the Relationship Managers with data driven decision making and relationship efforts. Attendees will hear about some of key initiatives taken, that include:
• Addressing existing Service model inefficiencies and segmenting right for enhanced serviceability
• PAM (Partition Around Medoids) & Genetic Algorithm to define & optimize Service Model
• Innovative quant framework to measure ‘Client complexity’ & ‘Capacity utilization’ of the Relationship Manager
• Getting ahead of the curve - predict Client Deconversion acerbated by Pandemic & volatility

Join us to hear from Gartner experts and thought leaders.