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Webinar
A Digital Strategy to Reimagine Wealth Management
Ofer Halevi
Ofer Halevi
Director, APAC Platform Management
Credit Suisse
Satheesh Krishnamurthy
Satheesh Krishnamurthy
CEO - HNI Business
360 ONE Wealth
Anthony Jaganathan
Anthony Jaganathan
SVP, Head of Operations, Middle Office & Serv
Emirates NBD
Abhra Roy
Abhra Roy
Senior Product Line Manager
Infosys Finacle

About the Webinar
Delve into the emerging trends in wealth management and the need for donning the digital hat to adapt to the new-age customer. Hear from the panelists about the evolving advisor-client relationship and the increasing role of digital technologies in creating product differentiation & competitive advantage.

Finacle Wealth Management Solution

A comprehensive solution that offers a full spectrum of wealth products, enhances customer experience, improves the productivity of financial advisors, and streamlines all the front-to-back office operations.

  • A modular solution Flexibility to choose relevant modules from across 12 asset classes and upgrade as per the strategy
  • Spanning the entire customer lifecycle Efficiently perform risk profiling, goal planning, portfolio monitoring, portfolio rebalancing, order management, commission and fee calculation.
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