Anup Patel has joined Sharegain as head of customer success for EMEA, overseeing the firm’s relationships with wealth managers, asset managers, neobanks and online brokers and building its new business pipeline across these client segments.
He joins the UK- and Israel-based capital markets fintech from OSTTRA, where he headed the FX and Securities Customer Success team.
Sharegain indicates that Patel’s appointment comes at an important time for the company, where market volatility is driving demand for Sharegain’s Securities Lending as a Service (SLaaS) solution, which provides wealth managers with new and stable opportunities for revenue generation.
It highlights Patel’s depth of experience in supporting clients at various stages across the securities lending transaction lifecycle, providing a solid understanding of client requirements, constraints and objectives across a wide range of complex financial organisations.
Commenting on his appointment, Patel says: “[Joining] Sharegain enables me to supercharge my passion for pioneering technology, while playing a key role in a company that does not settle with the status quo or rest on its laurels.
“With today’s volatile market conditions in mind, Sharegain’s innovative approach to improving outcomes for all market players is more important than ever. In order to capitalise on Sharegain’s revenue-generating potential, it’s crucial to have a clear and comprehensive understanding of each client’s needs and strategy.”
Keren Halperin, deputy CEO and chief of staff of Sharegain, says: “I am very happy to pass the reigns on customer success to Anup, a seasoned industry leader in customer success and relationship management.
“As well as being a great person, Anup is a perfect fit with the Sharegain DNA, and it was clear from the outset that both him and the team will flourish from working together. I am excited to see how he develops the function further as we continue to scale globally.”
