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Bharat Kumta

Pioneering the Future of Business Technology

🔹 Dynamic Technology Executive | CIO | CTO
Unleash the power of cutting-edge digital solutions with Bharat Kumta—your visionary partner in IT and product strategy.
 
🔹 Strategic Innovator & Digital Change Catalyst 
With a profound grip on industry nuances, Bharat transcends traditional IT thinking, empowering businesses with groundbreaking strategies and technology-driven results.
 
🔹 Bridging Business & Technology with Finesse
Be it front-end sales or intricate back-end operations, Bharat’s multifaceted expertise guarantees a holistic understanding, ensuring your business strategy and technology walk hand in hand.
 
🔹 Crafting Tailored Tech Roadmaps  
Harnessing the future requires foresight. Bharat meticulously evaluates both immediate and future enterprise needs, ensuring investments in technology yield maximum returns, all while aligning with your unique business objectives.
 
🔹 Your Trusted Partner in Excellence
Beyond tech prowess, Bharat champions collaboration and servant leadership, placing clients and teams at the heart of his mission. His empathetic, steadfast approach ensures not just tech brilliance but a partnership of trust and commitment. 
 
Dive into the realm of next-gen technology solutions with Bharat Kumta.

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Experience

EXPERIENCE

BKU Strategic Consultancy Svcs, LLC

2022 – Current

Owner and Principal Consultant

 

Partnering with senior business and technology executives, offering technology & product strategy and execution services. Expertise in aligning business strategies with innovative technology solutions. Leveraging years of industry and domain experience and expertise to drive digital and data transformation, positioning technology and businesses to successfully achieve their goals.

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2022 – 2023

Chief Information Officer

Strategically align tech resources with business needs, optimizing ROI for businesses managing $100B+ in AUA. Proactively collaborated with C-suite to chart and implement value-driven strategies. Pioneered a platform delivery team with an entrepreneurial spirit, underscoring a mastery of IT services crucial to financial stability and superior customer service. Streamline technology processes for seamless M&A integration.

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2020 – 2022

Business (CIO) Tech Partner: Private Wealth Management

Steered corporate objectives into high-impact, revenue-driven solutions, leveraging global expertise to amplify business impact. Spearheaded digital transformation, innovation, and sales enablement for a wealth management sector overseeing $250B+ in AUM.

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Jun 2016 – May 2020

Chief Technology Officer/Managing Director

 

Drove technological strategy for core commercial banking, overseeing a 3,500-strong sales team across five global segments. Championed innovative programs to amplify sales enablement, optimize data utilization, and refine banker-customer interactions. Active member of the Strategic Investment Council.

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Sep 2014- Jun 2016

Managing Director/Head of Financial Crime, KYC, Reference Data & CRM Center of Excellence

 

Held executive oversight responsibility for the group-wide Financial Crime and KYC Technology and Client/Customer Behavior and Client Risk Data Management groups and Reference Data and CRM Center of Excellence focused on aligning strategic data and business initiatives.

Sep 2011 – Sep 2014

CIO, Americas Wealth & Investment Management – Global Head of Sales & Client Wealth Technology

 

Directed IT strategy and execution as the technology representative on the Wealth and Investment Americas Executive Management Committee. Held full ownership and accountability for performance and management of the Americas Wealth Technology group and global executive oversight for the Wealth Client and Sales Management Technology organization. Partnered with the Wealth Operations team to deploy operational process digitalization with improved client onboarding and ease of data delivery. Sponsored multiple regulatory and governance initiatives that established and ensured compliance with SEC, Federal, FINRA, and firm-wide governing groups and processes.

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Mar 2009 – Sep 2011

Senior Vice President & Chief Technology Officer

 

As a senior executive member of the IT and Operational Management Committee, was responsible for overseeing and directing the implementation of global strategic solutions across corporate and business teams within the Institutional and Retail business area. Created and managed a team of solution architects dedicated to enforcing standards and best practices in developing and deploying Application, Data, Business Intelligence, and BPM solutions. Valued advisor to the Global CIO on IT strategy, budget management, strategic outsourcing, and IT operations.

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Sep 2006 – Feb 2009

Director of Technology

 

As the executive overseeing the Capital Markets Back-office Operations Technology group, responsibilities included identifying and executing value-add and strategic reengineering efforts and controlling post-trade execution systems. Assumed the lead on several crucial initiatives across settlement and clearance portfolios, utilizing ID netting services to improve straight-through processing, enhance business and operational efficiencies, and reduce client fees. 

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Mar 2003 – Sep 2006

Senior Vice President & Chief Technology Officer

 

Oversaw the successful delivery of a Global Enterprise PlatformSM (GEP) initiative designed to support over 57 million shareholder accounts and $1.8B in total assets across various lines of business such as Investor Services, Security Services, International, and E-Commerce. Also assumed the role of CIO in the absence of the EVP/Chief Information Officer.

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Sep 1996 – Feb 2003

Vice President, Information Technology & Global Custody Services

Core Global Custody Services, Trade/non-trade processing, Teal-time ledger, data milestone and B&R reconciliation. Created and deployed Core Equity Processing System packages for Prime Brokerage and Equity Trading systems.

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RESULTS

Results

Defined a digital transformation program poised to boost operational efficiency by 25%, enhance user adoption by 25%, and double revenue in 3-4 years, leveraging AI/ML for efficiency gains.

Pioneered sales initiatives, yielding $200M+ benefits while curtailing infrastructure costs.

Tapped by executive leadership to form and manage a group-wide CRM Center of Excellence chartered with evaluating, rationalizing, and consolidating disparate CRM platforms and processes, to reduce operating expenses by 50%.

Expertise

EXPERTISE

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  • Business Value & Innovation

  • Revenue Generation

  • Product Development

  • Solutions Development

  • Execution Delivery  

  • Quality Assurance

  • Reduced TCO

  • Organizational Effectiveness

  • Emerging Technologies

  • Enterprise Architectures 

  • GovernanceLeadership & Risk Management

  • Line of Business Technology Management

  • Systems Engineering

  • Process Management

  • Situation-based Global Outsourcing

  • Technology & Business Integration

  • Digital Transformation

  • Strategy Development & Deployment

  • Business Process Outsourcing & Integration

  • Cybersecurity

EDUCATION

Eduaction
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Bachelors of Science (BS)
Engineering

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