Ranjith K. Sundaram

Director, Analytics Research and Data

15+ years of experience as an Analytics professional in data analysis, statistical modeling and analytical consulting. Translated various complex business problems into structured analytics framework and generated actionable insights using AI/ML and modeling techniques.
My core competencies include Advanced statistics and Machine Learning Algorithms, NLP, NLG. Quantitative Analytics, Predictive Modeling, People Management, Mentoring and Project Management.
Extensive experience of working with cross-functional Teams, People management and part of strategic initiatives for the firm.
Have been leading the Relationship Management analytics practice at Fidelity Investments, India for the last 5 years.

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

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