Personetics
Shan Lei Phua is an accomplished sales director with extensive experience in the financial services and technology sectors. Currently serving as Sales Director at Personetics since November 2022, Shan focuses on driving financial data-driven personalization and customer engagement. Prior experience includes significant roles at Avaloq, where sales leadership contributed to core banking innovations, and SS&C Technologies, specializing in institutional management solutions. Shan also held sales director positions at DST Global Solutions and CPA Global, and founded WhizKids, an enrichment program for preschoolers. Academic credentials include a B.B.A. from the National University of Singapore and a program at Harvard Business School.
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Personetics
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Personetics is the global leader in financial-data-driven personalization and customer engagement for financial services and the company behind the industry’s first Self-Driving Finance™ platform.