Pivots of Transformation: Wealth-Tech Platform Scale-Up
Pivots of Transformation: From E-Broker to Wealth-Tech Platform
E-Broker
Inception - FY20
Wealth- Tech
FY20 - FY22
KEY OUTCOMES
Strategy
Product Focused Approach
Customer 360 Degree Approach
Scale up of Wealth Franchise
Diversified
Customer Base
Dependent on ICICI Bank for
customer sourcing
Adopted Open Architecture
Increase in New Client
Acquisition
•
Diversification in Client Base
.
Diversification in Revenue
Increased Product
Offerings
Technology,
Analytics & Culture
0
Significantly dependent on
Retail and Institutional Equity
Physical Process & onboarding
Website Oriented
"Build in-house" approach
Embracing opportunity in savings &
investments, distribution of loans &
insurance
Granularize & texturize equity revenue
Digital acquisition & Online process
Offerings across Website and Apps
Agile Approach
Hyper-Personalization
Traction in Cross Sell
Meaningful Market Share across
various segments
Launch on new Digital Properties
and addition of digital
experiences
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