Srishti Srivastava

    Product manager building AI and self-serve products in regulated fintech.

    8+ years in fintech: 4+ in product at BNY and JPMorgan Chase, after starting as a software engineer at HSBC.

    30%

    of eligible HNI/UHNI clients adopted the portal in month one

    Routine requests moved to self-serve

    720

    routine advisor calls a month deflected, against the pre-launch baseline

    Advisor time back for client relationships

    60%

    fewer analyst hours per system onboarded

    New data reaches Fraud, Risk and ML sooner

    99%+

    of AI agent mappings matched analyst-verified ones

    Automation without bad data in risk decisions

    See my workLet's Connect

    Case studies

    Investor Portal: Self-Serve for High-Net-Worth Clients

    30% adoption in month one, 720 routine advisor calls deflected a month

    Read case study

    AI Agent for Schema Mapping and Data Onboarding

    60% less manual analysis time at 99%+ accuracy

    Read case study