Panel Discussion - Digital Transformation – Getting it Right

Abhi Saxena of Synpulse

Nov 8, 2023

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  • What are the key priorities in terms of boosting internal and operational efficiencies and achieving cost savings?
  • What are the key digital solutions that will help deliver greater client centricity, personalisation and client satisfaction?
  • How can digital tools and solutions help incumbents stay ahead of the pack in an increasingly competitive wealth management market?
  • What are some of the advantages or possibly drawbacks of digital investment platforms?
  • How does technology help the wealth market to curate and then deliver advice more effectively?
  • It’s a young and digitally savvy population – but older people have the majority of wealth. So how is the opportunity evolving?
  • How do you use technology today?
  • How do wealth managers make the right decisions, firstly on what areas to focus on, and then which solutions to adopt and which technology partners to work with?

 

Chair

Abhi Saxena
Associate Partner
Synpulse

Panel Members

Mukesh Pilania
Head of Retail Digital Banking
Techcombank

Gauraw Srivastava
Head of Private, Affluent, Mass-affluent Banking & Wealth Management
VPBank

Brook Taylor
Chief Executive Officer - Asset Management
VinaCapital

Mathieu Cambou
Chief Product Officer
Evooq

Peter Bui
Chief Digital and Transformation Officer
SSI Securities

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