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Leading collaborative
intelligence in financial services
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OUR MISSION
After decades in the financial industry, managing everything from trade capture to reporting, we know how quickly data piles up. Systems don’t speak to one another. Data arrives inconsistently, incoherently, and in proprietary formats. Managing this endless flow of information robs people of their most valuable asset: time. Time you could spend making smarter observations, bigger insights, and better work.
We started EZOPS when we realized how machine learning and AI could streamline all the most frustrating and tedious parts of our industry. Validation, compliance, reconciliation: all these processes result in post-trade data. Ideally, this can help lead to actionable metrics and informed analysis. The reality is that teams are drowning in data, unable to put it to the best use.
EZOPS is revolutionizing the industry with software that intelligently automates repeatable actions, checks for errors, and offers insights that users might miss on their own. The goal is to supercharge your team, liberating them from the parts of the process that software can do better.
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"The future is smart software that is modular, adaptable, and tailor-fit for financial services." - Bikram Singh, CEO
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LEADERSHIP
BIKRAM SINGH
FOUNDER & CEO
Sarva Srinivasan
FOUNDER & PRESIDENT
Dutt Chintalapati
Founder & COO
Jim Zucker
Chief Technology Officer
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We’re a global firm, working in North America, Europe, and Asia building the future of financial software.
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ADVISORY BOARD
JONATHAN BEYMAN
Jon has over 40+ years of experience in senior management roles in financial services technology and operations. Most recently Jon has served as the Global Head of Operations & Technology of Citibank‘s Institutional Client Group. Previously, Jon has served as the CIO and Global Head of Operations & Technology at Lehman Brothers, Global Head of Investment Bank Operations at Credit Suisse. Jon is a member of several non-profit and Industry Boards. He was an Adjunct Professor at the University of Connecticut MBA program.
Robert D. Finnell
Robert has over 30 years of experience in counseling rapidly growing private and publicly held technology companies. He has served as Chief Legal Officer of Calypso, General Counsel of Ventaso and as Chief Legal Officer & General Counsel of PeopleSoft. Prior to PeopleSoft, he held national and international counsel roles at Ingres and The Wollongong Group. He serves as Director of Northwoods League.
Atul Dubey
Atul serves as Senior Vice President, Global Strategy at Wolters Kluwer, where he leads the strategy development processes, evaluates new markets and identifies potential growth opportunities. He has worked at S&P and Citigroup in senior management strategy and operations roles. Prior to that he worked at Booz and Co. Atul began his career in manufacturing leadership assignments in pharmaceutical and industrial firms.
Pat Schena
Pat has 30+ years of experience in finance, operations, consulting and technology management. He is currently, Adjunct Assistant Professor of International Business Relations at the Fletcher School, Tufts University, and Co-Head of SovereigNet. In addition, he is an Associate-in-Research at the Fairbank Center for Chinese Studies, Harvard University. He co-founded two successful providers of technology and operations services to investment managers.
Mas Nakachi
Mas is VP of Strategy and Business Development at Axoni a firm that specializes in distributed ledger technologies. He was previously Vice Chairman, CEO and COO at OpenGamma. Prior to OpenGamma Mas was at Calypso for 9.5 years where he was the director of business development across products and began his career there developing and building the credit derivatives business. He earned a B.S. in Finance and Philosophy from the Leonard N. Stern School of Business at New York University.
Samir Pandiri
Samir was most recently an Executive Vice President of BNY Mellon, and appointed the Global CEO of Asset Servicing in 2013. During his tenure, Samir was responsible for managing the largest single enterprise within BNY, comprising of 18,000 employees in over 100 locations. Samir has led numerous acquisitions, divestitures and turnarounds delivering more than $7Bn of pre-tax income to the firm. As the global leader with more than $33+Tr of AUC/A, Samir has dealt with major clients across: asset managers, alternative asset managers, asset owners, banks and insurance companies, on a global basis.