Preya Kaur
Product Consultant at Fispan
Based in San Francisco, United States
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Seniority
Staff
Department
General Business & Management
Location
San Francisco
Industry
Financial Services
Company size
196
Contact information
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p•••••••@fispan.com
Phone
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Background
About Preya Kaur
I am a Product Consultant in Enterprise SaaS and FinTech with experience spanning client success, consulting, and financial services. At FISPAN, I work with Tier 1 institutions such as J.P. Morgan and Wells Fargo to deliver embedded banking and ERP integrations. By helping banks bring treasury services into ERP platforms like NetSuite, Intacct, Microsoft Dynamics, and QuickBooks, I support adoption at scale and stronger client relationships. Previously at Ourboro, a real estate investment startup, I built and scaled the client success function. I created onboarding journeys, developed data-driven processes, and supported the launch of a co-investment product that helped more than 100 families access homeownership. My contributions drove a 300 percent increase in conversion rates and a 45 percent reduction in onboarding cycle times.
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