Equalified WealthTech Practitioner (EWP)- Cohort I

Program Format: Virtual, Self-paced

Program Fee: INR 3,540

The program fee includes
- Session recordings
- Instructor PPTs
- Self-paced assignments
- Close peer group for case study discussions
- Program completion certificate


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The term WealthTech refers to the technologies that help personal and professional institutions manage finances. With the recent advancements in big data, machine learning and artificial intelligence, software programs can now offer users personalized advice on wealth management.

With the rising adoption of digital platforms in India and a growing base of investors, the Indian WealthTech market has an opportunity to multiply in the next few years. This presents a huge opportunity for wealth advisors forward if they are able to upskill and adapt themselves to changing markets.

The Equalified WealthTech Practitioner (EWP) has been designed with an objective to groom wealth advisors with skills they need to future-proof their practices, understand the resources available to them, and learn how to identify the right technologies to save time, drive productivity, improve client interaction, and ultimately increase revenue.

This program is recommended for both professionals who are new to the wealth management industry as well as those looking to significantly increase the tech adoption in their practice.

By participating in EWP program, you will learn how to:

– Better leverage technology

– Retain clients

– Invest for the future

– Build stronger portfolios, and

– Revolutionize the future of wealth advisory

Session Topic
1 Introduction to WealthTech

  • Technologies disrupting Wealth Management
  • FinTech Disruption Across the Wealth Management Value Chain
  • Embracing Technology
  • WealthTech Business
  • Challenges in the current wealth managers
  • Building WealthTech Applications
  • WealthTech Growth Drivers & strategies
2 Digitizing Wealth Management Operations

  • Digital Business Model for Wealth Management Operations
  • How a Digital Architecture Can Lead to Tangible Business Results
  • The Personalization Pillar
  • Digitizing Wealth Management
  • Survival of the Fittest – Cyber Resilience
3 Blockchain Applications in Asset and Wealth Management

  • Cryptocurrencies and Blockchain
  • How Blockchain Drives Innovation in Asset Management
  • Use Cases and Monetization Challenges of Blockchain Applications in Wealth Management
  • Blockchain as a Backbone to Asset and Wealth Creation
  • Dreaming of a Ledger-Free, Globally Connected Wealth Management Industry
  • Trust Arbitrage and the Future of the Wealth Manager – How Blockchain Innovations Can Crack the Code
  • Investment and Issuance Distributed in Blockchain
4 Data-driven Private Banking Practices

  • WealthTech Opportunities and Use Cases
  • Success stories of Founders who made it big in WealthTech
5 WealthTech Use Cases

  • WealthTech Opportunities and Use Case
6 Global Overview of WealthTech

  • Future of WealthTech in India
  • WealthTech in Rest of the World
  • Unlocking Benefits of WealthTech
7 Impact of technologies on various Wealth Management setup

  • WealthTech Tools and Technologies
  • Talk about 5 Key Layers of Wealth Management
  • WealthTech Use Cases
8 Wealthtech enabling RM in client servicing

  • Why Digital Wealth Management is Becoming a Worldwide Market Standard
  • Challenges of Digitizing Wealth Management Advisory
  • Personalized Client Service and Social Selling in Wealth Management
  • Benefits of Gamification
  • Emerging Technologies That Are Changing Emerging Markets
  • Enriching the Client Experience in a Physical and Virtual World
9 Digital Platforms, Products and Ecosystems

  • Wealth Management-as-a-Platform – The New Business Architecture
  • How to Digitalize Wealth Management at Banks
  • Key Success Factors in Gaining Market Share
  • Personal Financial Intelligence – AI and the Future of Money Management
  • Financial Forecasting and Portfolio Optimization in the 21st Century
  • Fiduciary Robo-Selection
10 Enterprise Innovation

  • Empowering Banks and Asset Managers
  • Leveraging Corporate Innovation
  • The Networked Client
  • Empowering Asset Owners and the Buy Side
  • An Industry Driven by Digital, Data and Artificial Intelligence
  • WealthTech – Taking Private Banking and Wealth Management Digital 257
  • The Wealth Management Canvas – A Framework for Designing the WealthTech Firm of the Future
  • Cognitive Decision-Making with “Insights-as-a-Service”

To be announced

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