Housingwire magazine’s annual award showcases excellence in financial technology leadership
Samir Agarwal, Vice President for Wolters Kluwer Compliance Solutions’ banking segment, has been named as one of HousingWire magazine’s 2020 Tech Trendsetters of the Year. Established in 2019, the Tech Trendsetters Award honors professionals who work to create, innovate, and improve on the technology used in the mortgage and real estate space.
Agarwal manages a team focused on helping banking institutions with less than $10 billion in assets navigate risk management and compliance decisions. He is responsible for overseeing a segment consisting of thousands of clients, providing solutions across multiple banking verticals. Most notably, Agarwal helped guide Compliance Solutions’ work this year in supporting main street lenders’ efforts to help facilitate access of critical Paycheck Protection Program (PPP) funds to small businesses across the country. By using the company’s TSoftPlus PPP technology offering, lenders were able to help small businesses retain more than one million U.S. workers’ jobs.
“Samir keenly understands the dynamic environment that these institutions face given today’s challenges, which range from historically low interest rates, the growing need for automation and, amid the COVID-19 pandemic, market demand for more ‘distance banking’ options, to name just a few,” said Steven Meirink, Executive Vice President and General Manager for Compliance Solutions. “He has been laser-focused on developing banking solutions that are helping local and regional lenders more effectively scale their operations, processes, and customer-facing offerings to help enable consumers and small business owners achieve important financial goals.”
Agarwal has 20-plus years’ experience as an executive-level, strategic financial services leader delivering exceptional results. Before joining Wolters Kluwer in 2017, he worked in executive roles with IBM, Assurant, and JP Morgan Chase, where he served as executive director in its consumer mortgage division.
At Wolters Kluwer, Agarwal has tapped his extensive product development background to create award-winning, market-differentiating banking offerings. Among those solutions are Vanceo Mortgage, a system specially developed to help smaller lenders manage and document a loan, and Online Loan Applications (OLA), a technology designed for smaller lenders seeking to extend their online/digital reach and provide a better customer experience for online lending inquiries.
