Finzly adds technology industry veteran to growing executive team

Dharmesh Patel joins team to accommodate company growth

CHARLOTTE, NC (August 3, 2020) — In response to growing market demand for its solutions, Finzly, a fintech provider of modern banking applications for foreign exchange, trade finance, payments and digital banking, is quickly expanding its customer success team to support increased execution and planning. Finzly is pleased to announce the addition of Dharmesh Patel as its new vice president of Customer Success.

Leveraging nearly two decades of proven experience, Patel helps Finzly deliver a customer engagement model that gives customers an active voice in product roadmap development, product releases and the launch of new services. Patel has substantial expertise in developing and nurturing third-party partnerships, as well as building and leading client support organizations.

Most recently, Patel served as commercial head for Fenics Software (now kACE) Americas, where he led a team of product specialists, pre-sales specialists, account managers and business development specialists for a leading provider of FX options pricing and risk management software systems.

“This is an exciting time for Finzly as we continue to drive digital transformation for our financial institution customers,” said Booshan Rengachari, founder and CEO, Finzly. “As the banking industry continues to accelerate its adoption of digital banking technology, we are seeing tremendous market opportunity for our solutions and talented professionals like Dharmesh will play a key role in bringing our products and services to the marketplace.”

About Finzly

Finzly connects financial institutions with customers through a modern digital banking experience and an efficient, real-time payment services hub. Freeing financial institutions from core system limitations, Finzly’s open, cloud-based bank operating system, BankOS, enables transformation and innovation at the speed of fintech. With freedom to adopt solutions from Finzly and third parties of choice, financial institutions can implement apps in three simple steps – subscribe, try and launch. Serving customers across North America, Finzly has been modernizing international banking and treasury management solutions since 2012. For more information, visit


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