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Enhancing wealth management with digital transformation

Sept 29, 2021 | 4.30 PM

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Overview

This webinar will explore how wealth managers can meet evolving expectations of their clients and capture the growing market of active investors with hyper-personalisation, updated information on taxation and governance, and add newer asset classes such as cryptocurrency. The experts will highlight how data-backed insights can manage and maximise wealth.

Discussion Points

  • Impact of digital transformation on wealth advisory
  • Creating personalised experiences for clients
  • Importance of data tools, sets and workflow solutions in wealth advisory
  • Tapping growing opportunities in uncertain times
  • The rise of active investors
  • Emerging trend in wealth management space
  • ESG: a key requirement in wealth management

Speakers

Ranjit Pawar
Proposition Sales Leader, Refinitiv
Terence Lucien
Head- Mutual Funds & Gold, PhonePe
Parinaz Vakil
Senior Executive Vice-President, IIFL Wealth management
Subho Moulik
Founder, Appreciate

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