We are proud to be the Gold Sponsor at the Indian Wealth Management Forum 2019 to be held at Four Seasons Hotel on August 22nd, 2019, Mumbai. We would be presenting powerful insights into the current landscape of the Wealth Market and our ‘RM-First’ design approach.
Recognizing the importance of relationship managers in wealth management, Vinay Kumar from Intellect would be presenting ‘RM Office – 2020 Advantage‘ at the forum, which would cover:
- Opportunity to increase RMs productivity by 20%
- Opportunity to reduce operational cost by 20%
- Let your system take care of compliance – 3D Compliance
- Leveraging Digital – Enhanced Outreach and contextualized experience
- Actionable insights to direct the destiny of the business
The Intellect RM Office empowers advisors in carrying out effective conversations with clients and helps them make informed decisions. The effective conversation and informed decisions are enabled through actionable insights generated by the robust analytics engine of ‘Intellect RM Office’.
To know more about how ‘Intellect RM Office’ enables Relationship Managers to provide their clients with a high degree of personalized services at unbelievably low cost, Please visit our stall.
Vinay Kumar has over 30 years of experience in capital markets and wealth management. He has extensive expertise in private banking, wealth management and derivatives. He has rich experience in designing, delivering and selling wealth management products and solutions for global banks and financial institutions. He has led digital transformation consulting assignments with leading global banks. He is leading the innovation team for Intellect Wealth which is currently focused on applying of AI and ML to make Relationship Managers more effective and help their clients make appropriate investment decisions.
Vinay holds a post graduate diploma in management from IIM, Ahmedabad. He has written and edited a book titled ‘IT Professionals’ Handbook of Investment Banking and Financial Markets’.