Latest opinions that Kuldeep Shrimali has shared on Finextra

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Kuldeep Shrimali

Consulting Partner

Tata Consultancy Services

Member since

06 May 2019

Location

Mumbai

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Kuldeep's opinions

Automation ideas for FA-Client meeting lifecycle

Prologue The wealth management industry is a client relationship-centric business and communication plays a key role in strengthening client relationships. The client communication has further gained importance in backdrop of increased regulatory focus on the quality of advice being provided and the drive towards delivering good client outcomes or...

07 October 2024 /ai /wealth Banking Strategy, Digital and Transformation

Transform thematic investing leveraging AI

Prologue The thematic investing allows clients to invest in long-term ideas and trends and enables them to capture potential opportunities emerging due to economic, technological, and social changes. Broadly, the thematic investment classified as disruptive (OpenAI, autonomous driving), megatrends (demographic shift, resources scarcity) sustainabl...

18 December 2023 /wealth Capital Markets Technology

Client onboarding an everlasting priority for wealth firms

Introduction Globally, the leading wealth management firms keeps on transforming its client onboarding capabilities to elevate the customer experience. Seamless client onboarding remains at core of customer centric business model as it allows to drive business growth by attracting new clients and prospects. The key drivers that propel firms to con...

06 December 2023 /wealth Banking Strategy, Digital and Transformation

US Retirement providers – Adapting to new reality

Introduction The leading retirement firms are gearing up to respond to change in client’s financial needs. Firms have seen increase in demand for retirement plan, holistic financial advice, and financial wellness solutions. The change in client needs driven by the latest macro-economic developments such as increasing interest rate, rising inflatio...

25 October 2023 /wealth Banking Strategy, Digital and Transformation

Maximize value across wealth customer journey through insights

The competitive landscape of wealth management industry is evolving very rapidly by a range of forces including an increasingly diversified client base with much higher expectations, hybrid advisory model powered by technology, regulatory change, geopolitical volatility and aggressive fintech with efficient digital business models. The leading wea...

02 March 2023 /wealth Banking Strategy, Digital and Transformation

Embedded investments – An industry view

Abstract The financial services industry has seen significant growth in the embedded finance space for the past decade. The growth areas are mostly in the embed payments, insurance, and credit but are there opportunities to reimage other financial services offerings like investments and advisory services being embedded directly into the customer e...

27 January 2023 /wealth Banking Strategy, Digital and Transformation

Direct indexing – Bolstering client’s demand for affordable hyper personalized investments

Abstract Direct indexing as an investment product allows clients to hold individual securities that are part of an index, unlike a mutual fund or an exchange traded fund where client own shares of the fund but not the underlying individual securities within the fund. It also offers additional flexibility, such as tax optimization and security lev...

29 August 2022 /wealth Banking Strategy, Digital and Transformation

Next-gen estate planning: Time to embrace digital transformation

Abstract One of the few sectors that has witnessed positive growth post the pandemic is the estate planning industry. After a period of negative growth during pre-pandemic times, there is now an increased awareness among individuals to seek professional advice for creating a well-documented estate plan to manage their assets in case of death or in...

01 November 2021 /wealth /crypto Banking Strategy, Digital and Transformation

Wealth Management Solutions: Going the Digital Way

Financial firms are increasingly leveraging digital technologies such as artificial intelligence, cloud and intelligent automation to hyper-personalize wealth management offerings. Our numerous interactions with global wealth firms indicate the move is driven by the need to achieve higher customer profitability, reduce customer churn and increase ...

14 January 2020 /wealth Banking Strategy, Digital and Transformation