Inside BFSI Tech Buying: What Founders and GTM Leaders Should Understand
Inside BFSI Tech Buying
What Founders and GTM Leaders Should Understand
Selling technology into BFSI is not just about a strong product or a sharp demo.
Banks, NBFCs, wealth management firms, securities firms, and other financial institutions buy with a different lens. They evaluate business impact, risk, security, compliance, implementation complexity, vendor credibility, budget fit, and long-term partnership potential before making a decision.
Join us for a practical conversation with Vinay Bagla, Head of Technology Infrastructure at a leading financial services organization, to understand how BFSI buyers think, what they look for in technology partners, and what founders and GTM teams can do to move from first conversation to shortlist, pilot, approval, and long-term partnership.
The session will include a moderated discussion followed by live audience Q&A.
What We’ll Cover
How BFSI buyers evaluate new technology solutions
What makes a vendor credible and shortlist-worthy
How risk, security, compliance, and operational fit influence decisions
What slows down buying decisions inside financial services organizations
How leaders think about budgets, business cases, and investment priorities
Common mistakes founders and GTM teams make while pitching to BFSI buyers
How BFSI organizations are thinking about AI investments
What helps a vendor relationship grow beyond the first deal
Speaker
Vinay Bagla
Head of Technology Infrastructure, Leading Financial Services Organization
Vinay Bagla is a technology infrastructure and IT operations leader with 20+ years of experience across financial services, banking, wealth management, retail, and enterprise environments.
His work spans IT strategy, infrastructure operations, technology planning, vendor evaluation, cloud services, security-led infrastructure, collaboration platforms, data protection, VDI, branch and ATM rollouts, production support, IT budgeting, audits, and enterprise-scale technology operations.
His experience gives him a practical perspective on how BFSI organizations evaluate vendors, justify investments, manage risk, and build long-term technology partnerships.
Moderator
Piyush D Bhamare
Piyush helps hypergrowth companies find the right customers, delight them, and scale with GTM strategies built for their DNA, not copy-paste playbooks.
With 16+ years in strategic sales and business development, he has built and led GTM strategies across North America, Europe, and Asia. He is recognized as a LinkedIn Top Voice and is a member of the HubSpot Revenue Council. His experience spans GTM strategy, revenue growth, revenue operations, strategic partnerships, digital transformation, SaaS growth, Series A fundraising, and multi-million-dollar acquisition journeys.
Event Details
Date: 9 May 2026
Day: Saturday
Time: 10:30 AM IST
Duration: 60 Minutes
Format: Live Webinar / Podcast
Why attend
If you are building or selling technology for BFSI, this session will help you understand how financial services leaders think before making a buying decision.
You will get practical context on what matters beyond the pitch, including business cases, budgeting, risk, security, vendor credibility, implementation readiness, AI investments, and long-term partnership potential.
Register to join the conversation and bring your questions for the live Q&A.
Note
Views expressed during the session are individual and personal in nature, and do not represent the official position, thoughts, or opinions of any organization, entity, individual, or any previous or current employer.