Panel Discussion - Evolving the Platform and Proposition

Yash Shah of Synpulse

Sep 13, 2023

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  • How have you been evolving your platform, processes, and products?
  • What are the changing expectations of clients?
  • How does this help you in the curation and delivery of advice?
  • Have you made any real progress in your digital journey?
  • How does digital improve your traditional value proposition?
  • What are the products and services you could offer? How can your proposition evolve?
  • What is you view on separate platforms that offer wealth management - external to a bank?
  • Superapp strategy for products and platforms – economies of scale and synergy
  • How AI and predictive analytics with platforms can influence customers, create a “hooking” experience and build brands
  • Evolving tech trends in products and platforms - Continuously changing Markets + competition and the platforms
  • NextGen FinTech products and platforms through lenses of customer trust, regulatory landscape and legacy players



Yash Shah

Panel Members

Bhushan Sonkusare
Chief Technology Officer
360 ONE Wealth

Virendra Somwanshi
Head - Wealth Management, Capital Markets and NRI
Bank of Baroda

Ashish Shanker
Managing Director & CEO
Motilal Oswal Wealth Management

Manish Kathuria
President and Business Head, Priority Banking & NRI Banking
Kotak Mahindra Bank

Gaurav Arora
Arthya Wealth and Investments


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