Emergence

of
Digital
Retail
Wealth
Digital Becomes Mainstream

Digital Branches Digital only banks

Digital Wallet Mobile Payment

Over 300 mn users Over 15 banks

$350 billion of Over half a billion

digital payments transactions
 Digital Bank? Me Too?

Challenge Accelerate Digital

the Challenger Transformation
Framework for Digital Wealth

Human Touch

Empower The Value Of The

Stakeholders Advise

Build Trust
Technology Disruption

How much do I need

to save to attain my
goals

Omnichannel

Bots and robots

 A Rare Wealth Experience SBI Exclusif
Largest bank in India and Fortune 500 company

Digital Channels Over 40 wealth centres

Omni Channel experience

5500 customers reach

eWealth centers 500 RMs across 50

branches
 Enriched Customer Experience
Largest Wealth and Financial services company

Improved reporting,
Mobility Innovation and Business
performance

Predictive analysis 360o view of a

customers portfolio

Data Aggregation
across multiple systems 1MN wealth customers
 Robo Advisory Platform
PHP 37,615
Best Boutique Wealth Management firm in India

PHP 0.75 M today = PHP 1.99 M

Online Mutual Fund- PHP 37,615 PHP 9.93 M PHP 24.22 M Over 150 customer
Happyness Factory acquisitions in one year

PHP 43,910
Investing Made Simple Increased Efficiency

Fully Managed 360 degree view of your

portfolio clients' finances
Thank You