Lukasz Ferenc

Sharpshooter
DISC Type : DC

Founder at Bright InvestOps

Warsaw, Mazowieckie, Poland

Overview

Lukasz Ferenc is the Founder of Bright InvestOps, a company specializing in ISO 20022 and SWIFT MX tools for investment operations. With a Masters degree and a background as an analyst at NatWest and American Express, he focuses on simplifying complexity in the post-trade world.

Described by colleagues as a positive problem-solver with high professionalism and technical curiosity, Lukasz is focused on empowering finance teams. He combines his analytical skills with strong communication to be a great business partner, dedicated to delivering quality and insight.

Unique fact: He founded a company specifically to build SaaS tools and provide consulting for the complex global migration to the ISO 20022 financial messaging standard.

Personality Overview

Fast But Analytical

Thorough Evaluator

Rigorous & Demanding

They like to move fast and expect the same from others.  They take a lot of pride in personal achievements. More than the product, they care about the impact of the product.

Topics They Care About

ISO 20022 Migration
His company, Bright InvestOps, is entirely focused on helping investment operations teams migrate to the new SWIFT MX and ISO 20022 messaging standards.
Post-Trade Efficiency
He concentrates on the post-trade world, where he believes complexity is high and efficiency matters most, building tools to simplify operations.
FinTech Innovation
He founded a technology company to solve a specific, complex problem in the financial services industry, indicating a passion for targeted FinTech solutions.

Media Appearances

Lukasz has no verified media appearances

Work History

4-2020
Founder at Bright InvestOps
3-2020 - 3-2021
Business Solutions Consultant at Procter & Gamble
3-2019 - 3-2020
Senior Financial Analyst at NatWest Markets
10-2017 - 2-2019
Business Analyst - Bank Partnership Analytics at American Express
3-2017 - 10-2017
Business Analyst - Data Strategy & Insights at American Express

Education

2020 - 2021
Postgraduate from Uniwersytet WSB Merito Gdańsk
2013 - 2015
Master's Degree from Wroclaw University of Economics and Business

More Information

Social Presence :

Prographics :

Exp : 12 Location : Warsaw, Mazowieckie, Poland Job Level : Leadership Designation : Founder at Bright InvestOps
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Insights For Selling To Lukasz

During A Call Or A Meeting

DO's

  • Be respectful but crisp
  • Hold your ground without indulging in one-upmanship
  • Make sure that you circle back fast on any action items, it wins their trust

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Avoid being too verbose
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lukasz is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Lukasz

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Lukasz move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Lukasz take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Lukasz

Personality Compatibility


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