Amit Agarwal

Critic
DISC Type : C

Vice President, Financial Services at Fulcrum Digital Inc

New York City Metropolitan Area, United States

Overview

Amit is the Vice President of Financial Services at Fulcrum Digital Inc, an expert in AI solutions for the payments and capital markets sectors. He has a successful track record of driving revenue growth, leading sales teams, and managing business transformation. Amit holds a B. Tech from IIT Guwahati and an MBA from the Indian School of Business.

Based on his recent activities, Amit is deeply engaged with professional development, recently completing a leadership course. He is proactive in sharing insights from industry events and focuses on continuous learning and applying new skills within his leadership role.

He recently earned a leadership certification from Harvard Business Publishing, focusing on strategic alignment and fostering a growth mindset.

Personality Overview

Negotiator

ROI Driven

Critic

They prefer to do logical analysis and value evidence over emotions.  It is very likely that they will negotiate pricing or other important terms. They enjoy working alone and do not rely on others very often.

Topics They Care About

AI in Finance
Actively discusses how AI agents are transforming fraud detection, payments, and customer trust within the financial services industry.
Data Governance
Focuses on how financial institutions can effectively manage massive datasets and tackle data governance challenges in the current data-heavy environment.
Leadership Development
Recently completed a Harvard certification on core leadership skills, including building team alignment, learning agility, and a growth mindset.

Media Appearances

Amit has no verified media appearances

Work History

5-2025
Vice President, Financial Services at Fulcrum Digital Inc
5-2023 - 5-2025
Vice President, Banking and Financial Services at Xoriant
7-2016 - 4-2023
Business Development Director, Payments & Capital Markets at Cognizant
9-2010 - 6-2016
Senior Client Partner, Capital Markets at Wipro
3-2007 - 9-2010
Domain Consulting Manager, Capital Markets at Cognizant Technology Solutions

Education

B.Tech from Indian Institute of Technology, Guwahati
MBA from Indian School of Business

More Information

Social Presence :

Prographics :

Exp : 18 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Vice President, Financial Services at Fulcrum Digital Inc
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Insights For Selling To Amit

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • Be formal and objective, they will appreciate it more
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Amit is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Amit

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Amit move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Amit take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Amit

Personality Compatibility


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