Sanjeev Sharma.
Expertise

What I'm actually
brought in for.

Four capabilities built over twenty years in financial services and technology — and the kinds of problems they're most useful on.

AI product & strategy

Use-case discovery and prioritisation, conversational and Voice AI design, generative and agentic AI, Copilot Studio agents, and AI feature risk assessed with security and risk partners.

Product discovery

Problem framing, outcome definition, MVP scoping, roadmaps and backlog prioritisation — including a GenAI-assisted discovery workflow built around an Initiative Canvas.

Complex transformation

Platform consolidation, policy-administration migrations, data migration and integration design — across systems that have to keep running while they change.

Delivery leadership

Cross-functional and cross-border teams, vendor engagement and SOWs, executive alignment to EM and EGM level, and release and UAT governance.

Financial services

Insurance, banking and wealth: claims, policy administration, life and superannuation, BNPL and digital customer servicing. ASIC RG146 (Tier 1) and LOMA Level 1 qualified.

Tools I've worked with

Copilot Studio · OpenAI · Jira · Confluence · Miro · Figma · MS Project

Where I'd like to go next

The kinds of problems I'm looking for.

Not a fixed title — a type of problem. I'm most useful on initiatives involving complex integration between systems nobody fully trusts anymore, digital transformation that's stalled because the business case got lost in the build, data that needs a single source of truth before anything else can move, or AI that needs someone asking whether it's solving the right problem before it gets built.

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