Ashwin Nandakumar

Background

About Ashwin Nandakumar

With over a decade of experience in the financial technology space, I bring a unique blend of technical acumen, client-facing expertise, and project management capabilities. I've supported and led complex initiatives across leading firms like Goldman Sachs Personal Financial Management (formerly United Capital), Finastra, and FIS Global. I specialize in managing functional and technical issues for financial advisors leveraging the FinLife CX platform. From case management to outage resolution and vendor coordination, I bridge the gap between product, development, and end-users—ensuring seamless platform performance and an excellent client experience. My role extends beyond support—I lead cross-functional onboarding projects for new RIA offices, manage application transitions, drive enhancements, and lead internal initiatives to improve team workflows. I'm also a proactive mentor, organizing teams and mentoring junior talent. Prior to this, I worked at Finastra where I played multiple roles across technical support, licensing, client advocacy, and project delivery for international banking clients. My background includes managing UAT/go-live milestones, performing in-depth root cause analysis, and acting as a key liaison for high-impact projects. Core Skills: Salesforce, JIRA, Confluence Financial & Investment Platforms (FinLife CX, CRM, PAS) Application Support & Case Management Project Management & RIA Onboarding Bug Replication, UAT Coordination Cross-Functional Collaboration & Vendor Management Team Leadership & Workflow Optimization I'm passionate about improving financial systems through structured processes, reliable support, and smart technology integration.