Abbas Taqi

Client Success Director at InvestCloud

Abbas Taqi is a seasoned professional in the fintech and banking sectors with extensive experience in client success, partnerships, and digital banking innovations. Currently serving as Client Success Director at InvestCloud, Inc. since March 2025, Abbas has also contributed to Thought Machine as APAC Partnerships Manager and held leadership roles at Sleek, Standard Chartered Bank, and Deloitte Consulting. Notable achievements include enhancing customer onboarding processes, driving user adoption, and leading digital transformation initiatives for various financial institutions. With a strong educational background, including an MSc in Mechanical Engineering from UCL and a BEng from the University of Warwick, Abbas is recognized for successfully managing cross-functional teams and delivering impactful solutions in fast-paced environments.

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InvestCloud

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InvestCloud is the leading provider of flexible and fully integrated digital applets for financial services.