Online Masterclass
From Data to Decisions
to Revenue:
How Wealth Leaders Turn AI into Measurable Growth
May 29th, June 9th, June 19th | Online Masterclass
Build a Wealth Platform That Thinks, Decides, and Acts
Reserve your seat
For RMs, Investment Teams, Risk & Compliance, and Operations Leaders
Module 1 (for RMs, Campaign Managers): May 29th, 11:00 AM IST
Module 2 (Investment, Research, Risk & Compliance): June 9th, 11:00 AM IST
Module 3 (Operations & Client Servicing): June 19th, 11:00 AM IST
Reserve your seat
Online masterclass on our PF wealth platform, with 3 modules to help RMs and other teams.
Inside the Masterclass: How It Actually Works
Each module breaks down how AI is embedded into real wealth workflows
from identifying signals to executing decisions at scale.
May 29th – Turn Client Data
into Revenue: AI for RM
Productivity and Growth
What happens under the hood:
- Client portfolios are
continuously analysed for
behavioural,
transactional, and market
signals - AI models identify revenue
triggers (idle funds,
rebalancing opportunities,
drop-offs) - Opportunities are
prioritised based on
propensity and risk - Actions are recommended
or auto-triggered across
RM workflows and
campaigns
What this replaces:
Manual portfolio reviews, reactive
outreach, intuition-led selling
Who is this for:
RMs, Campaign Managers
June 9th – From Research
to Real-Time Decisions: AI
for Investment Intelligence
and Governance
What happens under the hood:
- Research data, market feeds, and internal signals are unified into a decision-ready layer
- AI agents summarise, validate, and cross-reference insights across sources
- Risk signals and inconsistencies are flagged before decisions are made
- Every recommendation is backed by traceable logic and audit trails
- Data ingestion pipelines automatically capture, clean, and reconcile inputs
- AI detects anomalies, breaks, and regulatory gaps in real time
- Exceptions are prioritised and routed for resolution workflows
- Routine operations are executed through straight-through processing
- Move from gut-feel → data-
backed decisions - Activate idle portfolios into
growth - Identify and retain at-risk
clients early - Scale personalised
engagement across 100+
clients - Replace manual research
with AI-driven insights - Detect risks before they
become exposures - Move from rule-based →
contextual compliance - Enable explainable,
auditable decisions - Automate data ingestion
and processing - Detect and resolve
exceptions in real time - Enable proactive client
servicing - Scale operations without
increasing headcount
What this replaces:
Manual research, fragmented data
validation, and rule-based
compliance checks.
Who is this for:
Investment, Research, Risk &
Compliance
June 19th – From Manual
Operations to Intelligent
Execution: Scaling Wealth
Operations with AI
What happens under the hood:
What this replaces:
Manual research, fragmented data
validation, and rule-based
compliance checks.
Who is this for:
Investment, Research, Risk &
Compliance
Join Intellect Design Arena
What You’ll Actually Walk Away With
Module 1: Turn Client Data into Revenue: AI for RM Productivity and Growth
Front Office: Close Revenue Leaks
Turn client data into revenue-generating actions
Result:
Increased RM productivity
Higher AUM growth
Lower client attrition
May 29
RMs, Campaign Managers
Module 2: From Research to Real-Time Decisions: AI for Investment Intelligence and Governance
Mid Office: Make Better Decisions Faster
From manual workflows to intelligent execution
Result:
Faster decisions
Reduced compliance risk
Consistent advisory quality
June 9
Investment, Research, Risk & Compliance
Module 3: From Manual Operations to Intelligent Execution: Scaling Wealth Operations with AI
Back Office: Eliminate Operational Drag
From manual workflows to intelligent execution
Result:
Reduced operational cost
Reduced errors
Faster execution speed
Better client experience
June 19
Operations & Client Servicing
Our Experts on the Ground
Mahipal Reddy
Assistant Vice President – Product Manager
Kaushik Vora
Head Products – Wealth & Capital Markets
Swati Raman
Vice President – Wealth Management
Don’t leave the event with a brochure. Leave with a strategy.
SCHEDULE YOUR STRATEGIC DEEP-DIVE