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2023 (1)
Preeti Mishra

Preeti Mishra

Senior Director- Capital Markets Practice at Virtusa
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Bio Part of the strategic and business consulting practice for capital markets globally- Investment Banking, Brokerage, Asset Management, Wealth & Custody. Identifying client business drivers and developing strategy and vision for their digital transformation journey. Developing solution propositions and defining the roadmap as per market needs. Designing effective Go-to-Market strategy to accelerate solution adoption and proliferation. Leading teams on projects and helping manage the overall engagement with the clients. Career History A capital markets specialist with over two decades of experience with sell-side, buy-side and fintech companies. The chief of my experience has been in pre-trade, trade and post-trade services with leading financial services companies catering to the B2B and B2C segments. I have successfully carried out various roles spanning product management, pre-sales, product marketing and consulting. My creative vision and functional knowledge have helped in building key innovative offerings, increasing product penetration and adoption, achieving P&L responsibility, developing and successfully executing Go-to-Market strategies while providing the clients the best of what they want.


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Hyper-personalization: A Holy Grail to Success in Wealth Management

23 Mar 2023

The changing contours of the wealth management industry The wealth management industry is in the middle of a transformation. Contributing factors include the ever-growing expectations of a new generation of investors, a continuous influx of innovative products and a number of new and disruptive technologies. Additionally, increased regulatory thr...