Information Technology & Services - Mulshi, Maharashtra, India
With the commoditisation of the cost bases profitability of the financial intermediation and asset management industry has been declining. Change in demographics of clients coupled with new digital options such as robo-platforms and new regulations combine to completely change the playing field. The industry has moved towards digitally-led hybrid advice and execution, differentiated for client experiences.While brokers and asset managers will still be critical for many customers seeking independent advice and execution, remaining truly relevant in the new, digitised ecosystem requires incumbents to reinvent themselves to prepare for the future: digitally sophisticated, focusing more on strategic risk advice and delivering the transparency and control today's customers need.PiSight has developed solutions for the industry to meet the challenges or opportunities posed by today's digital world and to take a new customer centric approach to client relationships.Summit: An intelligent data extraction and transformation solution that provides real time insight into the client portfolio, aggregated from multiple sources across the world using a secure and proven technology.PiMoney: Data visualization and Customer engagement solution that enables seamless information sharing and identification and servicing of needs and grievances of the customer. Everest: An agency management solution that optimises the workflow to remove inefficiencies from the processes. Everest automates the processes to minimise operational risks, reduce overheads and improve the information flow among the stakeholders within and outside the organisation. Everest also leverages on the information repository to identify new business opportunities. Coupled with PiMoney, Everest also acts as a tool to generate leads and convert the leads into business. Everest also assists the compliance team and the management to manage the conduct risk of the employees and vendors.