Prateek Goyal
Gen AI Solutions Leader for BFSI
- Role
- Director - Ai & Gen Ai Solutions Leader for Bfsi at Tredence Inc.
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Prateek Goyal
I am a AI ( & Gen AI) Solutions and Delivery Leader with 15+ years of experience in Generative AI, Agentic AI, Data Science, and Analytics within the Banking and Financial Services (BFSI) industry. I specialize in designing, building, and operationalizing scalable AI solutions that drive measurable business outcomes across risk, compliance, customer engagement, and digital transformation.Core expertise includes:BFSI domain depth across retail, commercial, investment, and wealth management, with proven ability to translate business needs into AI-driven solutions.Generative AI engineering: development of retrieval-augmented generation (RAG) pipelines, multi-stage summarization, fact-checking flows, and enterprise knowledge assistants.Agentic AI solutions: design of multi-agent systems with orchestration frameworks, tool integrations, and workflow automation for complex financial processes.Customer and digital analytics: expertise in personalization, segmentation, customer lifetime value modeling, and digital behavior analytics to improve acquisition, retention, and growth.Advanced data science: predictive modeling, forecasting, dynamic pricing, early warning systems, and portfolio optimization.Delivery and execution: leading the end-to-end lifecycle from requirements and architecture design through build, deployment, and adoption.My focus is on making advanced AI and analytics practical and scalable for BFSI—helping organizations embed intelligence into everyday decision-making, customer experiences, and digital strategies.
Experience
Director - Ai & Gen Ai Solutions Leader for Bfsi
Sep 2023 — Present · Gurugram, IN
I lead the design, delivery, and go-to-market of AI and analytics solutions for global Banking & Financial Services clients. My focus is on applying Generative AI, Agentic AI, and advanced analytics to create solutions that address domain-specific challenges across asset management, banking, payments, and wealth management.Key responsibilities:GTM & Presales: Define go-to-market positioning for Gen AI offerings in BFSI, develop client proposals and value cases, and support pursuits across asset management, private equity, banking, and payments.Solution Architecture & Delivery: Design and deliver AI/ML and Gen AI solutions on Azure, Databricks, and Snowflake, ensuring scalability and production readiness.Generative & Agentic AI: Deliver solutions such as research report automation, knowledge assistants for analysts and relationship managers, investor intelligence platforms, and regulatory compliance copilots, using multi-agent systems and orchestration frameworks to handle complex workflows.Advanced Data Science: Apply predictive modeling, forecasting, and optimization to use cases such as dynamic pricing for financial products, early warning systems for risk, and portfolio performance analysis.
Education
Dhirubhai Ambani Institute of Information and Communication Technology
B.tech, Information and Communication Technology
2006 — 2010
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