Can Digitization and Robo Advisory Make a Difference in Wealth Management ?

1. Can Digitization and
Robo Advisory Make a
Difference in Wealth
Management ?

2. Robo Advisory 1.0
Client portal
Automation
Self Service

3. Digital Natives
Always Connected
Seek Personalization
Rely on Peers
Age of Millennials &
Robo Advisory[ ]

4. Can Robo Advisory Co-exist with
Relationship Managers?[ ]

5. Robo Advisory
In Action
Differentiated Advice
Can Reinforce Trust
Empowerment to RMs
[ ]

6. Well diversified
Personalized Advice
Technology tools for RMs
Accessible over digital platforms
Transparent
What is the Scope?[ ]

7. Robo Advisory
Implementation
Integration and Seamless Systems
Data Sources and Assimilation
Creation of Models
Omni Channel Delivery
[ ]

8. Success Stories
6/6/2017
A Private Bank in India delivers enhanced customer experience
Demographics:
Over 1250 branches, 1, 900 ATMs across
640+ locations
Products:
Private wealth management, Investment
banking, trade finance services, cash
management and financial product
distribution
Solution:
MoneyWare Wealth Management Suite
Benefits:
360 degree portfolio view, easy analytics
& reporting, minimal manual errors
A leading bank provides single view window across all its products to their customers
Demographics:
Over 3,603 branches, 11,162 ATM’s
presence in 19 countries.
Products:
Retail Banking, Consumer
banking, corporate banking, finance and
insurance, investment banking, mortgage
loans, private banking, wealth
management
Solution:
MoneyWare Wealth Management Suite
with Mobility solutions
Benefits:
One solution for all asset classes,
Integrated view of clients across all
relationship with the bank, handling 500,
000 accounts with an increase of 10% p.a.,
seamless reporting and analytics.
From Financial Offering to Service Excellence
Demographics :
Over 1482 locations across 526 cities with
740,000 registered customers in India.
First Indian company to offer International
funds.
Total Assets:
$88.64 Million
Products:
Wealth Management, Retail Broking &
Distribution, Commodity Broking, Asset
Management, Institutional Broking,
Private Equity, Investment Banking
Services & Principal Strategies
Solution:
MoneyWare Wealth Management Suite
Benefits:
Integrated view of the client’s portfolio
and asset classes, One central application
to upload into all the systems such as
CRM, Mutual Funds and Equity, The
robust solution design allows other
systems to run smoothly even if the
systems were down
Success Stories

9. Trusted
Techno Business
Partner
Delivering
Excellence
and Value to
Financial Services
Firms
Globally