The document discusses the emergence and growth of digital wealth and retail banking in India. It notes that over 300 million users are now using digital payments totaling $350 billion and over 15 banks have launched digital-only offerings. It then discusses challenges in digital transformation and the need for a framework that emphasizes human touch, trust, and stakeholder empowerment. New technologies like bots, robots, and omnichannel services are disrupting the industry. Large banks are expanding digital channels and improving customer experience through mobility, predictive analysis, and data aggregation.

1. Emergence
of
Digital
Retail
Wealth

2. Digital Becomes Mainstream
Digital Branches
DigitalWallet
Digital only banks
Mobile Payment
Over 300 mn users
$350 billion of
digital
payments
Over 15 banks
Over half a billion
transactions

3. Digital Bank? MeToo?
Challenge
the Challenger
Accelerate Digital
Transformation

4. Framework for DigitalWealth
HumanTouch
Value OfThe
Advise
BuildTrust
EmpowerThe
Stakeholders

5. Technology Disruption
Bots and robots
Omnichannel
How much do I need
to save to attain my
goals

6. Largest bank in India and Fortune 500 company
A RareWealth Experience – SBI Exclusif
DigitalChannels
500 RM’s across 50
branches
Omni Channel
experience
Over 40 wealth centres
eWealth centers
5500 customers reach

7. Enriched Customer Experience
LargestWealth and Financial services company
Mobility Innovation
Predictive analysis
DataAggregation
across multiple
systems
Improved reporting,
and Business
performance
360o view of a
customer’s portfolio
1MN wealth
customers

8. PHP 37,615
PHP 43,910
PHP 9.93 M PHP 24.22 M
PHP 37,615
PHP 0.75 M today = PHP 1.99 M
Robo Advisory Platform
Online Mutual Fund-
Happyness Factory
Investing Made
Simple
Fully Managed
portfolio
Over 150 customer
acquisitions in one
year
Increased Efficiency
360 degree view of
your clients' finances
Best BoutiqueWealth Management firm in India

9. ThankYou