Mastering Client-Centricity:
A Blueprint for Hyper-Personalized Wealth Management

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From ‘Good to Have’ to ‘Must Have’ Moving the Hyper-Personalization Needle


The Context

Facing challenges from fluctuating interest rates, market volatilities, evolving geopolitical scenarios, new tech disruptors, and investment avenues, the wealth management sector needs a tailored framework for crafting and implementing personalized experiences.

Existing methods fail at addressing the industry’s unique challenge of analyzing multitudes of ‘product-segment-persona-journey-stage’ combinations and efficiently and effectively personalizing experience for each.

The Need of the Hour

FIs and AWM firms must effectively cater to the diverse needs of their clientele while achieving quantifiable business outcomes.

Webinar’s Key Takeaway

Industry’s First-Ever Strategic Personalization Framework.

Discover the power of a framework that identifies and prioritizes relevant personas within specific client segments. It then maps personalization possibilities based on product-persona alignment and quantifies ROI for specific personalizations. Finally, it provides essential data points for AI-driven hyper-personalization.

CX Experts and Speakers

Annette Franz
Managing Editor & CX Expert

Annette Franz is the founder and CEO of CX Journey Inc., and an internationally recognized customer experience thought leader, coach, keynote speaker, and author. She is a Certified Customer Experience Professional (CCXP) and an official member of the Forbes Coaches Council.

Ashutosh Karandikar is the founder and Principal CX Consultant at KretruTosh Consulting. He is a Certified Customer Experience Professional (CCXP) and has 2 decades of global cross-industry, cross functional experience at CX Strategy, CXM Implementation, and Digital Transformation.

Ashutosh Karandikar 
Author & CX Consultant

P Venkatesh (PV)
Director – Thought Leadership 

As the Co-founder and whole-time Director at Maveric, P Venkatesh (PV) leads the global thought leadership function aimed at shaping and promoting Maveric’s perspectives as well as expertise in the banking technology space. By building relationships with industry influencers, partners, and BankTech ecosystem leaders, PV drives creation of impactful frameworks, methodologies, and landscape reports that provide informed perspectives on new-age technologies that shape the BankTech space. 

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