Priya Tayal

Senior Consultant

Built agentic AI solutions and led platform delivery for wealth management, advisory compliance, insurance underwriting, and retail lending clients. Led Addepar implementation, automated compliance engine, and lending transformation projects.

AddeparIMiXSQLAgentic AILLMPrompt EngineeringLang ChainLangGraphRAGHuman in the Loop AIIntelligent AutomationResponsible AI GovernanceCompliance AutomationAI Driven TestingAI CopilotsFIX SWIFT XMLAzure DevOpsAgile Scrum

Business Consultant

Led business analysis and functional design for a wealth management project on a standard platform. Conducted fit-gap analysis, wrote functional requirements, and coordinated UAT and release.

IMiXSQLFit Gap AnalysisTarget Operating ModelFunctional RequirementsUATStakeholder ManagementAgile Scrum

Business Analyst

Defined functional design and business rules for investment order management, trade lifecycle, and pension and custody platforms. Wrote epics, user stories, and acceptance criteria, and supported staging and production readiness.

SQLOrder ManagementTrading LifecycleCorporate ActionsFee CalculationPension Business RulesAgile ScrumUser StoriesAcceptance Criteria

Systems Analyst

Ameriprise Financial Services

Supported business analysis for insurance and P&C underwriting, advisor pay, onboarding, and portfolio-tracking systems. Wrote BRDs, FRDs, and user stories, and ran UAT with formal sign-off.

Insurance UnderwritingP&C UnderwritingPolicy LifecycleRisk AssessmentBRDsFRDsUser StoriesUATSQLReportingDashboarding