A Deep Dive in Derivatives
The wealth and private banking industry has historically been slow to adopt recent technologies, often relying on traditional methods to provide services to their clients. However, the rise of fintech…
Digitization Unifying Accounts for offering Custom Products
The wealth and private banking industry has historically been slow to adopt recent technologies, often relying on traditional methods to provide services to their clients. However, the rise of fintech…
Client Onboarding
Client On-Boarding is the process of familiarizing or integrating a customer with the Bank’s products and services. This process has been there for centuries, and all organizations follow certain methodologies…
Data Analytics – Customer Retention
Customer acquisition has become a more challenging aspect now in both the public and private banking sectors, as many banks and financial institutions are offering various attractive products and advanced…
Change Management in Institutions having Diverse Investor Portfolios
Banks, although they look like the place for money, seldom use their own money for business. Bank’s majority of the business runs as intermediaries or brokerage. Given that is personal…
Mortgage Loan Servicing Issues in Banking
Loan servicing is a critical aspect of banking that involves managing borrower accounts, processing payments, and handling any issues that may arise during the life of a loan. While loan…
Digital Technologies and Challenges in a Corporate Action
In today’s world, providing corporate actions solutions is quite a challenging business. The magnitude of manual activities and inefficiencies in corporate actions hinder the organization’s goal to create an enterprise-wide…
Eco-friendly Banking Services
Eco-friendly/Green Banking is a new phenomenon in the financial world. As the world becomes increasingly aware of the environmental challenges facing on the planet, more individuals and businesses are seeking…
Emotional Intelligence and Lean-Agile Leadership
According to the Pulse of the Profession® 2023 report prepared by Project Management Institute, collaborative leadership, communication, problem-solving and strategic thinking are the four highest-ranked power skills. Additional power skills…
Unified Payments Interface (UPI)
Background: Reserve Bank of India has been relentlessly working in the direction of enabling a digital payments ecosystem in the country. In this direction, RBI under its guidance and with…