Pradeep is an AI-Powered Wealth Architect transforming how high-net-worth advisory teams scale, automate, and personalize their services. Working at the crossroads of Wealth Tech, SaaS, and behavioral finance, he builds intelligent systems that streamline operations and deliver next-level client experiences.

He has engineered AI-driven onboarding and decisioning platforms for major US banks at EY—cutting approval times by 40% and boosting HNW conversions by 25%. At Novigo, he adapted SAP TM and advanced analytics for asset-management workflows, reducing operational overhead by 30% and enabling real-time portfolio intelligence.

Pradeep also develops strategic AI adoption frameworks, guiding wealth firms through data readiness, regulatory alignment, and ROI-driven implementation. His “Intelligent Workflow” pilots automate KYC, risk profiling, tax-loss harvesting, and compliance checks, saving advisors 15+ hours weekly.

His work powers HNW client portals, advisor copilots, unified WealthTech SaaS platforms, and NLP-driven family office automation—pushing the frontier of Wealth Management AI, RegTech, and data modernization