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Miles Software is a Gold Sponsor at the Hubbis Indian Wealth Management Forum 2017

August 23rd, 2017

Location: Grand Hyatt, Mumbai

Event Overview

Miles Software was the Gold sponsor at the Hubbis Indian Wealth Management Forum 2017 held in Grand Hyatt on August 23rd, 2017. The event was attended by over 45-plus speakers and 300 CEOs, senior managers, product gatekeepers and business heads – from Local and Universal Private Banks and Retail Banks, along with NBFCs, MFOs, National Distributors, IFAs, Registered Investment Advisers and Insurance companies. It was interesting to note that the country’s wealth management sector has seen an impressive growth in AUM over the past couple of years. But investor education, adviser compensation, competency need scrutiny and improvement to capitalise on the industry’s potential.

At the event, Sandeep Lalwani, Sr. Director Global Sales and Key Accounts, Miles Software spoke on "YOUR Data Your Identity - Analytics Driving the Digital Client" and emphasized on how important Data analytics is in driving the wealth management client in today’s digitized age. He also discussed the areas of implementing effective digital channels, usage of cognitive tools and using data analytics in understanding customer behaviour focused on delivering meaningful, high-value-adding interactions and tailored advice.

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