Ajaysagar Devarakonda, CFA

CFA Charterholder | Financial Services Digital Transformation Leader | Product Manager

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Projects

Where capital markets expertise meets digital transformation

Consulting team discussing digital transformation strategy in a wealth management firm

Wealth Tech

Implemented platform upgrades for private banking

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Reg Tech

Driving compliance excellence with RegTech innovation

Professional presenting risk management solutions in a boardroom

Hands typing on laptop with financial charts on screen

Strategy

Digital transformation strategy tailored for modern wealth ecosystems

Client Focus

Customized solutions for high net worth individuals

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Experience

CFA Charterholder with 16+ years of consulting experience in Financial Services helping global private banks and asset managers modernize platforms, strengthen compliance, and deliver measurable business outcomes. Expertise spans leading transformation stories in Temenos WealthSuite (T24 Securities, Corporate Actions, Orders & Trades), Client Onboarding/KYC and Regulatory Reporting (FATCA, CRS, AEI, 871m/305c). Led transformation programs in the US, Europe, APAC, and India, partnering with CXOs and Senior Leaders across International Banks

Roles

Product Manager/ Product Owner/ Lead Business Analyst

Private Banks & Wealth Managers across Switzerland, The Netherlands, The UK, APAC and The United States

2009 - 2025

Consulting Leader driving large-scale Wealth Management, Private Banking, and Capital Markets transformations across global financial institutions. Ajaysagar
Product Manager for modernizing wealth platforms, revamping operating systems, and replacing fragmented legacy solutions with unified, digital-first architectures.
Lead Business Analyst for Temenos T24 WealthSuite implementations covering Orders, Trades, Corporate Actions, and Portfolio workflows end-to-end.
Platform Modernization & Integration Lead optimizing data flows, improving STP, harmonizing applications, and streamlining processing cycles for private banks.
RegTech Transformation Lead managing FATCA, AEI, SRD II, and multi-jurisdiction reporting implementations across APAC and Europe.
Strategy & Operating Model Advisor defining as-is and target-state processes, designing TOMs, and identifying technology levers for operational excellence.
Data & Process Optimization Specialist improving advisor productivity, reducing manual interventions, and enhancing investor journeys through automation and re-engineering.
Client Engagement Lead working closely with CXOs, senior management, and global delivery teams to ensure alignment, clarity, and successful delivery of complex programs.