Kunal Patel

Energizer
DISC Type : I

Chief Technology Officer / Chief Operating Officer at CATEX

Ambler, Pennsylvania, United States

Overview

As the CTO and COO of CATEX, Kunal Patel brings nearly 30 years of experience in the global insurance and reinsurance market. He is passionate about datas role in a data-driven enterprise, focusing on digital transformation and platform modernization. He holds an MBA from DeSales University.

Kunal is a named patent inventor for the Data Vera Platform, which uses machine learning to fundamentally change how organizations manage delegated authority and exposure data.

Personality Overview

Informal

Relationship Oriented

Full Of Energy

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are really good at seeing what the long-term impacts of their decisions could be. They are friendly, approachable and love to make new connections.

Topics They Care About

Data-Driven Enterprises
Passionate about the entire data lifecycle, from acquisition and validation to integration and governance, within the complex enterprise ecosystem.
Platform Modernization
Has driven digital transformation through platform modernization for over 40 global entities in the reinsurance and specialty insurance sectors.
Reinsurance Innovation
Focuses on disruptive technology in the reinsurance sector, highlighted by his patent for the machine learning-powered Data Vera platform.

Media Appearances

Kunal has no verified media appearances

Work History

5-2015
Chief Technology Officer / Chief Operating Officer at CATEX
5-2014
Director Board of Directors at CATEX
11-2007 - 5-2015
Chief Technology Officer / Executive Vice President at CATEX
11-1997 - 5-2000
Consultant at PricewaterhouseCoopers
3-1997 - 11-1997
Consultant at Integrated Systems Consulting Group (ISCG)

Education

MBA from DeSales University
BSc from Gwynedd Mercy University

More Information

Social Presence :

Prographics :

Exp : 27 Location : Ambler, Pennsylvania, United States Job Level : Leadership Designation : Chief Technology Officer / Chief Operating Officer at CATEX
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Insights For Selling To Kunal

During A Call Or A Meeting

DO's

  • Talk anecdotally about the customer experience that your product offers
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Talk about their team and how your product will help them do things better and easier

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t be excessively objective, be a storyteller
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kunal is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Kunal

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Kunal move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Kunal take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Kunal

Personality Compatibility


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