About
Matthieu Savi, CFA
Senior Financial Services Executive · CFA Charterholder
Paris, France
Over a decade leading enterprise transformation across Tier-1 financial institutions, operating at the intersection of market data infrastructure, advanced analytics, and emerging AI capabilities.
I work with executive stakeholders across front office, risk, compliance, and technology functions to embed innovation within highly regulated environments — translating complex technological evolution into practical, scalable business outcomes.
CFA Charterholder, PRINCE2 Practitioner, and Board Member of CFA Society France, I combine financial rigor with technical fluency and a strong commitment to responsible innovation in financial services.
Experience
Areas of expertise
FinTech Sales & Commercial Leadership
Over seven years in progressive leadership roles at FactSet, culminating as Banking Sales Director for EMEA. Built and led teams of up to 40+ professionals, managing strategic relationships across every institutional client segment — investment banking, asset management, wealth management, custody, and insurance.
Track record includes contributing to approximately 10% annual recurring revenue growth on strategic accounts, designing a Client Service Review framework that supported 95% revenue retention, and coordinating consulting operations spanning 3,500+ users across 36 countries. Deep experience in enterprise sales cycles, C-suite engagement, and translating complex technology capabilities into measurable business value.
Education & Mentoring
Committed to developing the next generation of finance and technology professionals. Guest Lecturer at Audencia Business School (Oct–Dec 2025), delivering the Advanced Financial Analysis module to postgraduate students — bridging academic theory with real-world market data applications and modern analytical tools.
Board Member of CFA Society France since September 2024, contributing to the professional development of the French CFA community. Extensive internal mentoring experience at FactSet, building structured enablement programs and knowledge-sharing frameworks for consultants and client-facing teams globally.
Valuation & Strategic Advisory
Deep expertise in business valuation methodologies, financial modeling, and strategic advisory — grounded in CFA training and years of hands-on work with institutional clients navigating complex investment decisions. Experienced in supporting due diligence processes, portfolio analytics, and enterprise valuation frameworks across equity, fixed income, and multi-asset contexts.
Combines quantitative rigor with practical market understanding, providing clients and partners with data-driven perspectives on value creation, risk assessment, and strategic positioning in evolving market environments.
Certifications
Community
Board Member, CFA Society France (since Sep 2024)
Guest Lecturer, Audencia Business School (Oct–Dec 2025)
Languages
French & English — bilingual
Spanish — limited working proficiency
Services
How I contribute
Event Speaker
Keynote presentations, panels, and fireside chats on fintech, market data, AI in finance, and digital transformation.
Research & Thought Leadership
Contributing author on market data strategy, fintech infrastructure, and the intersection of AI and institutional finance.
Strategic Technology & Data Advisory
Guidance on market data architecture, enterprise data strategy, AI-enabled workflows, vendor evaluation, and regulatory alignment — helping institutions deploy innovation responsibly at scale.
Academic & Executive Education
Designing and delivering education programs, workshops, and masterclasses for finance professionals.
Let's work together
Interested in a speaking engagement, advisory project, or collaboration? I'd welcome the conversation.