From Data to Decisions
to Revenue:
How Wealth Leaders Turn AI into Measurable Growth
May 29th, June 9th, June 19th | Online Masterclass
Build a Wealth Platform That Thinks, Decides, and Acts
Reserve your seat
For RMs, Investment Teams, Risk & Compliance, and Operations Leaders
11 AM, IST, May 29th: Module 1 (for RMs, Campaign Managers)
11 AM IST, June 09th: Module 2 (Investment, Research, Risk & Compliance)
11 AM IST, June 19th: Module 3 (Operations & Client Servicing)
Reserve your seat
Online masterclass on our PF wealth platform, with 3 modules to help RMs and other teams.
Inside the Masterclass: How It Actually Works
Each module breaks down how AI is embedded into real wealth workflows
from identifying signals to executing decisions at scale.
May 29th - Turn Client Data into Revenue: AI for RM Productivity and Growth
What happens under the hood:
- Client portfolios are continuously analysed for behavioural, transactional, and market signals
- AI models identify revenue triggers (idle funds, rebalancing opportunities, drop-offs)
- Opportunities are prioritised based on propensity and risk
- Actions are recommended or auto-triggered across RM workflows and campaigns
What this replaces:
Manual portfolio reviews, reactive
outreach, intuition-led selling
Result:
Increased RM productivity
Higher AUM growth
Lower client attrition
Who is this for:
RMs, Campaign Managers
June 9th - From Research to Real-Time Decisions: AI for Investment Intelligence and Governance
What happens under the hood:
- Research data, market feeds, and internal signals are unified into a decision-ready layer
- AI agents summarise, validate, and cross-reference insights across sources
- Risk signals and inconsistencies are flagged before decisions are made
- Every recommendation is backed by traceable logic and audit trails
What this replaces:
Manual research, fragmented data
validation, and rule-based
compliance checks.
Result:
Faster decisions
Reduced compliance risk
Consistent advisory quality
Who is this for:
Investment, Research, Risk &
Compliance
June 19th - From Manual Operations to Intelligent Execution: Scaling Wealth Operations with AI
What happens under the hood:
- Data ingestion pipelines automatically capture, clean, and reconcile inputs
- AI detects anomalies, breaks, and regulatory gaps in real time
- Exceptions are prioritised and routed for resolution workflows
- Routine operations are executed through straight-through processing
What this replaces:
Manual processing, delayed reconciliations, reactive servicing
Result:
Reduced operational cost
Reduced errors
Faster execution speed
Better client experience
Who is this for:
Operations & Client Servicing
What You’ll Actually Walk Away With
Module 1: Turn Client Data into Revenue: AI for RM Productivity and Growth
Front Office: Close Revenue Leaks
Turn client data into revenue-generating actions
- Move from gut-feel → data- backed decisions
- Activate idle portfolios into growth
- Identify and retain at-risk clients early
- Scale personalised engagement across 100+ clients
Result:
Increased RM productivity
Higher AUM growth
Lower client attrition
May 29
RMs, Campaign Managers
Module 2: From Research to Real-Time Decisions: AI for Investment Intelligence and Governance
Mid Office: Make Better Decisions Faster
From manual workflows to intelligent execution
- Replace manual research with AI-driven insights
- Detect risks before they become exposures
- Move from rule-based → contextual compliance
- Enable explainable, auditable decisions
Result:
Faster decisions
Reduced compliance risk
Consistent advisory quality
June 9
Investment, Research, Risk & Compliance
Module 3: From Manual Operations to Intelligent Execution: Scaling Wealth Operations with AI
Back Office: Eliminate Operational Drag
From manual workflows to intelligent execution
- Automate data ingestion and processing
- Detect and resolve exceptions in real time
- Enable proactive client servicing
- Scale operations without increasing headcount
Result:
Reduced operational cost
Reduced errors
Faster execution speed
Better client experience
June 19
Operations & Client Servicing
Our Experts on the Ground
Mahipal Reddy
Assistant Vice President – Product Manager
Kaushik Vora
Head Products – Wealth & Capital Markets
