A Digital Strategy to Reimagine Wealth Management

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.

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A large private bank in India

Leveraged Finacle to build a unified platform offering a diverse set of wealth products and advisory.

The bank’s strategy of bundling wealth products with premium retail banking services has driven robust business growth in the last 5 years

DBS Bank

Leveraged Finacle to extend a tailored wealth management solution across its key markets – Singapore, Taiwan, China, Indonesia, India and Hong Kong.

The bank has since witnessed a growth in customer base, wallet share and an increased agility to roll-out new products.

A leading bank in the GCC

Leveraged the Finacle solution to extend personalized insurance products related to art, health, critical illness, family protection, home, life, motor, travel, and yacht.

The bank remains a preferred choice for Ultra HNWI and HNWI segments since 20+ years

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