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Panel Discussions

Discussions with industry leaders, experts and more…

Theme 2: How to Transform Hyper-Personalization in Financial Advice

  • Banks offer a limited range of standard products to a general mass market and expect clients to rationally navigate this complicated landscape.
  • The 21st-century consumer wants to receive personalized treatment and be seen as a unique individual – the same
    in financial services.
  • Traditional banks are slow to adapt and don’t have the ability to provide a truly personal service
  • Traditional banks are losing customers to 3rd-party companies because traditional banking lacks hyper-personalization

MEET OUR PANELISTS

  • Panelist(A-Z)
  • Panelist(Z-A)

Ganesh Ram

MD & Chief Executive Officer at Mutual Fund Utilities

Ganesh is the CEO and MD of Mutual Fund Utilities, a Fintech platform that offers asset management schemes for both investors and advisors. He hopes to raise the adoption and penetration rate of asset management technology in India. Ganesh also hopes that digital platforms will evolve in time to come and make processes standard across asset management companies.

Keith MacDonald

Senior Adviser Wealth Management at Ernst & Young

Keith is based in London, and has been in the wealth management and private banking industry for more than 20 years. He is also a trustee of the Philanthropy Impact and committee member of the Ernst & Young Foundation. Keith also oversees several industry forums and an award-winning thought leadership program. He is dedicated to working with influencing bodies to drive the profile of social impact investing and philanthropy.

Michael Hom

Head of Financial Services Solutions at InterSystems

Michael has at least 25 years of experience in the financial services industry with a Bachelor’s degree in Computer Science from Columbia University School of Engineering and Applied Science. He has built various trading systems, from low latency trading systems to high performance analytical compute platforms, and front to back asset management systems. At InterSystems, Michael helps customers with their data-driven needs by providing a rich set of technology services along with business-specific solutions.

Sameer Kaul

MD & CEO at TrustPlutus Wealth Managers (India) Pvt Ltd

Sameer has accumulated 25 years of experience in the wealth management industry, including heading Citi Private Bank. His work in operations has led him to set up a product management function for investment products and insurance distribution business for the bank. Currently, Sameer is focused on TrustPlutus, wealth management and financial advisory company that has its name inspired by the Greek god of wealth, Plutus. He finds the wealth management industry fascinating and reckons that it’d be difficult to get out of it once people get started in it.

MORE PANEL DISCUSSIONS

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