Fidelity Investments

AI Leader - Intelligent Automation

Leading Data science & AI strategy for Operations Analytics supporting Fidelity's Workplace Investing and Healthcare business units.

Director -  Machine Learning

Built Nextgen Analytical products & services for Operations Analytics

1. Forecasting at Scale - Built home grown advanced forecasting product powered by AI 

	a. Forecast univariate time series data with 20+ learning algorithms
        b. 10x faster than  traditional  auto forecast   engines 
	c. Forecast multivariate time series data with causal inference of predictors influence 
	d. Time series anomaly/event detection and event annotation 
	e. Scaled the product to forecast all back office work items  of WI & HCG business units
	f. Classical / custom decomposition of time series data 
        g. Time-series insights writer to provide  actionable insights 
        h. Real time forecasting engine that trains/scores & gives the best model in few seconds to minutes

2.Tactical Plan Recommendation engine for Operations (AI to effectively manage the Demand - Supply)
Developed Recommendation engine that optimises (Productivity / Overtime / Utilisation) for operations associates & managers  which would suggest tactical plan for the upcoming week.

3. SCOBOT  ( AI to estimate the cost/hours & resources for technology projects)
Developed an AI based scoping engine that estimates hours/ billing & required role resource pools for the implementation of a tech project.The engine is built using adaptive binning algorithms and discretisation and does not require re-training of model.

4. Architected & led the development of  Multi Year / Long Range Planning Product - an Analytical platform that drives Hiring / Budget decisions) of Workplace solutions & Health care business units of Fidelity.

5. Q-GO (Personalized Content Recommendation Engine) Built Q-Go a voice based search bot to identify the relevant content for phone representatives and push the content real time to representative’s desktop.

Senior Manager -  Data Science

Citi

Citigroup - Global Analytics & Insights

Led multiple projects in the below areas
Marketing Analytics, Customer Segmentation, Customer insights for acquisition, retention, profitability and loyalty (Citi Commercial Bank), Global Technology Resource Strategy, Vendor Management Analytics, Cost optimisation for tech spend of Citi technology BUs.

Analytics Manager

🚀 I'm Yashwant Reddy (Sai), a seasoned AI leader with a proven track record in building high ROI AI solutions. As Director of Machine Learning at Fidelity Investments, I lead the development of cutting-edge AI solutions to enhance customer experiences in call centers. 

💼 With 13+ years of experience in the field, I've honed my technical skills in:

• Artificial Intelligence (AI)
• Machine Learning
• Natural Language Processing (NLP)
• Generative AI
• Large Language Models (LLM)

🔑 Key Leadership Skills:
• Leading top-tier AI teams
• Offering strategic direction 
• Identifying high ROI AI opportunities 

✨ I'm driven by the potential of AI to create a smarter, more efficient world. I believe in continuously learning and adapting, ensuring that the AI solutions we develop are not just advanced but also ethically and socially responsible.

🎓 My academic background includes a Master's degree in Computer Science from the National Institute of Technology Karnataka and an executive education on AI Applications for Growth from Kellogg's Executive Education.

Disclaimer: The views, thoughts, and opinions expressed in my posts on this platform are entirely my own and should not be attributed to, nor do they represent the official stance, strategies, or opinions of my employer or any other organization I am affiliated with. All content is provided for informational purposes only and is not intended as official communication on behalf of my employer.

Yashwant R.

Recently completed Hamel Husain and Shreya Shankar "AI Evals" course on Maven. If you're building AI products and moving beyond proof-of-concepts, this is essential learning.

AI Evals is both "art and science". You need both to ship production systems that deliver consistent value.

Top 3 Learnings from the bootcamp

1. Error Analysis > Generic Benchmarks : Instead of asking "how does this perform overall?" ask "what specific patterns of failure exist?" Systematic error analysis reveals exactly where your system breaks, in RAG retrieval, multi-step reasoning, or domain edge cases. This creates a clear engineering roadmap and eliminates guesswork about where to invest effort.

2. LLM-as-a-Judge Requires Rigor : Using peer LLM to judge outputs isn't enough on its own. The course teaches an iterative process: align with domain experts, build calibration sets, measure reliability, and validate continuously. Continuous calibration is more important than continuous deployment.

3. Know When NOT to Write an Eval : Not everything needs an eval. The key is distinguishing high-leverage evals that unlock rapid iteration from low-ROI vanity metrics. This judgment, understanding trade-offs between eval coverage, velocity, and cost lets you to ship products quickly with “Honest uncertainty”

Essential for anyone responsible for delivering a high-quality AI Product.

What evaluation challenges are you facing? I'd love to compare notes. 
Course link in comments.

Sai Yashwant

A key takeaway from conversations with global AI leaders at Tech Circle 2025: success with agentic AI begins with the purposeful design of human-AI collaboration. When the architecture is intentional, humans and autonomous systems complement each other at their highest leverage.

Thank you Sandhya Ramachandran Arun and the Wipro Intelligence team for organizing Tech Circle 2025.

Grateful to be part of this community as we figure out what responsible enterprise autonomy actually looks like in practice.

#agentiAI #entepriseAI

CTO @ Wipro | Driving Strategic Innovation, Frontier Tech R&D, AI Transformation, Digital Experience, Products and Platforms, Open Innovation Communities

View Sandhya Ramachandran Arun’s profile

AI leaders, researchers, and strategists from global enterprises and research institutes, came together at the Tech Circles at our Kodathi Innovation Lab in Bengaluru.  The theme, "Agentic Enterprises - from Automation to Autonomy", evoked high energy discussions, debates and constructive dialogues. While emphasising the need for pragmatism and the importance of de-risking AI adoption, there was consensus that AI solutions must be both responsible and scalable by design. AI forward enterprises are evolving with both Responsibility and Autonomy edited into their DNA. Most importantly, we concluded that  an AI-First approach to enterprise transformation must be human centric. A big thank you to all our speakers, guests and organizers! #WiproInnovationNetwork #WiproIntelligence 

A big shout out and heart felt thanks to:

The speakers and panelists for sharing your invaluable perspective - Sai Yashwant,Sundar R Nagalingam,Ankit Bose,Teena Bhasin, Soumitra Saha, Karthik Rameshkumar, Shivakumar KR, Ambedkar Dukkipati, Kishore Kumar Ambiti,  Ajay Bhaskar, Brian Rizman and Pushpa Ramachandran

The Organizers -Jessy Alina Konatham, Varun Dube, Padmaja Sreenivas Prachi, Manish Kumar, Hari Shetty, Ranjita Ghosh

Take it away at Sydney, Ketan Panchal, Dr Arash Dadras, Gautam Nadkarni, and Kiran Minnasandram...

MathCo

Associate Principal

Velocity

My focus at Velocity has been on harnessing our data for data-driven insights, innovative automation and cross-team collaboration across the customer lifecycle. 

I have led a 6 member team to deliver:

• Automated UW for approximately 40% of applications for our Revenue based Financing (RBF) as well as Business Cards products.

• Collaborated with Operations and Collections teams, resulting in a 2X reduction in initial delinquency rates

• Collaborated with the Product team to achieve 3X user growth in Velocity Insights, India's largest analytics solution for D2C brands.

• Led the Data Engineering team to develop consolidated tables by source which led to significant efficiencies in terms of developer productivity, query times and cost reduction of approximately 50%.

Director, Data Analytics

My tenure at Citigroup, across the US and India, developed my ability to drive data-led decision making, automate complex forecasting processes, and optimize marketing campaigns at a high-profile financial services organization.

I spearheaded transformative initiatives at Citi, automating forecasting processes, achieving substantial accuracy gains, and optimizing marketing campaigns, resulting in multimillion-dollar impacts.

Enhancing Strategic Planning process for Citi's Branded Cards portfolio

• Led the end-to-end automated forecasting of ~450 credit card P&L drivers, reducing resource requirements by 80% and enhancing accuracy by 30%. 

• Produced 6000+ granular, segment-level forecasts, offering profound insights into the portfolio's status and the ramifications of strategic choices and macroeconomic factors. 

• Ensured the production implementation of the chosen models, and their approval from the Model Risk Management and Fair Lending teams.

Optimizing Marketing Campaigns for Citi's US Retail Bank

• Headed a 3-member team across US and India to optimize balance retention campaigns.

• Drove a balance save of USD 25M and an incremental revenue impact of USD 500K annually by identifying customers at highest risk of attrition using XGBoost models.

Senior Vice President, Strategic Analytics

I led crucial analytics efforts in the Citi Best Buy partnership, leveraging data-driven insights to drive tens of millions in incremental sales, and implementing innovative strategies to enhance cardholder spend both in and outside Best Buy while ensuring strict adherence to all regulatory and risk management requirements.

Drove $55 million in incremental sales through:

• Creating an internal segmentation for Citi customers, revealing distinct spend behavior within Best Buy.
Collaborated with cross-functional teams within Citi and Best Buy to ensure buy-in.

• Ensured model risk and fair lending approval.

• Executed successful marketing campaigns based on segmentation and identified the preferred offer for each segment.

Boosting Cardholder Spend Beyond Best Buy (~ $70-80 MM in annual incremental   spends) 

• Engineered Merchant Recommendation Engine and customer segmentations based on spend inside and outside Best Buy

• Enhanced spend for Citi Best Buy cardholders outside Best Buy through identifying appropriate offers

• Ensured model risk management and fair lending approvals over a 3 year period

Vice President, Decision Management

• Implemented Next Best Offer solution for Citi's Retail banking customers  across APAC and Latin America using Latent Markov Models (20+ million customers)

• Designed, developed and implemented Merchant Recommendation Engine across Citi's APAC credit cards businesses. 

• Travelled to Taipei to implement this and design marketing campaigns based on Merchant Recommendation Engines (2 million customers in Taiwan alone)

• Developed and conducted learning sessions for Citi's analysts on R programming, Latent Markov Models and Next Best Offer, as well as basics of Hadoop.

Data Scientist. Citigroup GDM

Photon Capital Group

Associate, Quantitative Research and Trading

ICFAI University Group

Consultant, Technology

JayPee Capital services Ltd.

Quantitative Analyst and Trader

Brics Securities

Intern, Quantitative Strategies Group

Over a 10+ year period, I have led strategic analytics efforts at a 200 year old global bank with multi-million dollar marketing campaigns and a 2 year old India-focused fintech automating a significant proportion of underwriting decisions. I'm a results-oriented data science and strategy professional with over a decade of experience in the financial industry, both at Citi, the world’s most global bank, and Velocity, an India focused fintech. 

Currently serving as the Director of Data Analytics at Velocity, a fintech firm in Bangalore, India, I lead a dynamic team focused on transforming data into actionable insights. My team drives growth and efficiency across the entire customer lifecycle from targeting prospective customers at appropriate times, automating underwriting and enhancing the collections process through early warning signals.

In 8+ years at Citigroup, spanning both the US and India locations, I contributed to strategic planning for multimillion-dollar portfolios. I automated complex forecasting processes for Citi’s Branded Cards portfolio ($75B in balances), optimized marketing campaigns for a portfolio with 10 million+ customers, and delivered substantial revenue impacts through personalization (recommender systems) and enhanced targeting (next best offer) across Citi’s consumer banking businesses globally.

With a Post Graduate Diploma in Management from the Indian Institute of Management, Ahmedabad, and a Master's degree in Electrical Engineering from the Indian Institute of Science, I blend analytical rigor with strategic thinking to drive data-driven success.

I love leveraging data and analytics to solve complex business challenges and am excited about the world of possibilities Generative AI will open up. Let’s connect and explore opportunities for learning and collaboration.

Nisseem Nabar

Come join us at MathCo to drive data driven impact for the world's largest corporations!

🎯 URGENT HIRING: Senior Data Scientists | Bengaluru at MathCo  
🚨 IMMEDIATE JOINERS WANTED! 🚨
MathCo is rapidly expanding our Bengaluru team and has multiple openings for Senior Data Scientists to lead our Enterprise AI and Analytics projects.
We are looking for professionals with deep expertise in Advanced Machine Learning and Statistical Modeling.

Key Requirements & Timeline:
• Experience Level: 4-7 years in advanced analytics.
• Notice Period: Candidates with a 30-day notice period or who are ready to join immediately will be prioritized.
• Location: Must be ready to work from our Bengaluru office.
• Skills: Strong proficiency in Python/R, SQL, and proven client-facing/consulting skills.
Join a company that co-creates solutions with Fortune 500 clients, empowering them to own their intelligence using our proprietary NucliOS® platform.

Act Fast! Apply Now to secure your spot in Enterprise AI leadership! 👇
Alternatively interested folks please send your updated CV to Aniket Mande 

Sriram Vijaykumar Hitali N T Roshan Sharma Radhika Nair Monica Peter Dhawala Sree Y  

#DataScience #SeniorDataScientist #BengaluruJobs #ImmediateJoiners #Hiring #MachineLearning #MathCo

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