{"id":1034435,"date":"2019-08-22T06:22:14","date_gmt":"2019-08-22T06:22:14","guid":{"rendered":"https:\/\/www.intellectdesign.com\/?p=1034435&#038;preview=true&#038;preview_id=1034435"},"modified":"2025-12-31T06:27:16","modified_gmt":"2025-12-31T06:27:16","slug":"indian-wealth-management-forum-2019","status":"publish","type":"post","link":"https:\/\/www.intellectdesign.com\/indian-wealth-management-forum-2019\/","title":{"rendered":"Indian Wealth Management Forum 2019"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"1034435\" class=\"elementor elementor-1034435\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-76e1139 e-flex e-con-boxed e-con e-parent\" data-id=\"76e1139\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8e31422 elementor-widget elementor-widget-heading\" data-id=\"8e31422\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Indian Wealth Management Forum 2019<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f89614b elementor-widget elementor-widget-text-editor\" data-id=\"f89614b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Recognising the importance of relationship managers in wealth management, Vinay Kumar from Intellect presented \u2018RM Office \u2013 2020 Advantage\u2018 at the forum, which covered:<\/p>\n\n<ul>\n<li>Opportunity to increase RMs productivity by 20%<\/li>\n<li>Opportunity to reduce operational cost by 20%<\/li>\n<li>Let your system take care of compliance \u2013 3D Compliance<\/li>\n<li>Leveraging Digital \u2013 Enhanced Outreach and contextualized experience<\/li>\n<li>Actionable insights to direct the destiny of the business<\/li>\n<\/ul>\n\n<p>The Intellect RM Office Office empowers advisors in carrying out effective conversations with clients and helps them make informed decisions. The effective conversation and informed decisions are enabled through actionable insights generated by the robust analytics engine of \u2018Intellect RM Office\u2019.<\/p>\n\n<p>Vinay Kumar has over 30 years of experience in capital markets and wealth management. He has extensive expertise in private banking, wealth management and derivatives. He has rich experience in designing, delivering and selling wealth management products and solutions for global banks and financial institutions. He has led digital transformation consulting assignments with leading global banks. He is leading the innovation team for Intellect Wealth which is currently focused on applying of AI and ML to make Relationship Managers more effective and help their clients make appropriate investment decisions.<\/p>\n\n<p>Vinay holds a post graduate diploma in management from IIM, Ahmedabad. He has written and edited a book titled \u2018IT Professionals\u2019 Handbook of Investment Banking and Financial Markets\u2019.<\/p>\n\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Tech Week \u201cIt\u2019s hard to make predictions, especially about the future.\u201d \u2013 Neils Bohr \u201cHard\u201d would have been the easiest&#8230;<\/p>\n","protected":false},"author":2,"featured_media":1034440,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[74],"tags":[],"class_list":["post-1034435","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-events"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Indian Wealth Management Forum 2019 - Intellect Design<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.intellectdesign.com\/indian-wealth-management-forum-2019\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Indian Wealth Management Forum 2019 - Intellect Design\" \/>\n<meta property=\"og:description\" content=\"Tech Week \u201cIt\u2019s hard to make predictions, especially about the future.\u201d \u2013 Neils Bohr \u201cHard\u201d would have been the easiest...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.intellectdesign.com\/indian-wealth-management-forum-2019\/\" \/>\n<meta property=\"og:site_name\" content=\"Intellect Design\" \/>\n<meta property=\"article:published_time\" content=\"2019-08-22T06:22:14+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-12-31T06:27:16+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.intellectdesign.com\/wp-content\/uploads\/2019\/08\/indian-wealth-management-forum-2019-thumb.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"448\" \/>\n\t<meta property=\"og:image:height\" content=\"311\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"harishkumar\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"harishkumar\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.intellectdesign.com\/indian-wealth-management-forum-2019\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.intellectdesign.com\/indian-wealth-management-forum-2019\/\"},\"author\":{\"name\":\"harishkumar\",\"@id\":\"https:\/\/www.intellectdesign.com\/#\/schema\/person\/b0da1993136f9738b9b372d9d9a93d7d\"},\"headline\":\"Indian Wealth Management Forum 2019\",\"datePublished\":\"2019-08-22T06:22:14+00:00\",\"dateModified\":\"2025-12-31T06:27:16+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.intellectdesign.com\/indian-wealth-management-forum-2019\/\"},\"wordCount\":214,\"publisher\":{\"@id\":\"https:\/\/www.intellectdesign.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.intellectdesign.com\/indian-wealth-management-forum-2019\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.intellectdesign.com\/wp-content\/uploads\/2019\/08\/indian-wealth-management-forum-2019-thumb.jpg\",\"articleSection\":[\"Event\"],\"inLanguage\":\"en\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.intellectdesign.com\/indian-wealth-management-forum-2019\/\",\"url\":\"https:\/\/www.intellectdesign.com\/indian-wealth-management-forum-2019\/\",\"name\":\"Indian Wealth Management Forum 2019 - 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