Panel Discussion - Evolving the Platform and Proposition

Yash Shah of Synpulse

Sep 13, 2023

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  • How have you been evolving your platform, processes, and products?
  • What are the changing expectations of clients?
  • How does this help you in the curation and delivery of advice?
  • Have you made any real progress in your digital journey?
  • How does digital improve your traditional value proposition?
  • What are the products and services you could offer? How can your proposition evolve?
  • What is you view on separate platforms that offer wealth management - external to a bank?
  • Superapp strategy for products and platforms – economies of scale and synergy
  • How AI and predictive analytics with platforms can influence customers, create a “hooking” experience and build brands
  • Evolving tech trends in products and platforms - Continuously changing Markets + competition and the platforms
  • NextGen FinTech products and platforms through lenses of customer trust, regulatory landscape and legacy players

 

Chair

Yash Shah
Partner
Synpulse

Panel Members

Bhushan Sonkusare
Chief Technology Officer
360 ONE Wealth

Virendra Somwanshi
Head - Wealth Management, Capital Markets and NRI
Bank of Baroda

Ashish Shanker
Managing Director & CEO
Motilal Oswal Wealth Management

Manish Kathuria
President and Business Head, Priority Banking & NRI Banking
Kotak Mahindra Bank

Gaurav Arora
Founder
Arthya Wealth and Investments


 

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