Tanvi Davda on the Evolution of the Wealth Management and Private Banking Sector
04 Aug 2020
Tanvi Davda, Managing Partner and Head of Clients at Saranac Partners, discusses the evolution of wealth management and private banking sector. The discussion covers the customer experience in the wealth management and private banking sector, entrepreneurship and the world of wealth management post COVID.
Hosted by Anand Verma, European Head of Digital Services for Infosys and Founder & CEO of Brilliant Basics, Infosys’ Design Studios
“Every part of the financial services business can be improved with the use of technology.” Tanvi Davda
Tanvi shares her thoughts about the role of technology and customer experience in wealth management and private banking sector.
Tanvi shares her background.
In the past, Tanvi worked on the trading floor. What were some of the opportunities and challenges in that space?
Customer experience: how to bring online and offline experience together?
As a startup who is reimagining the whole sector, how do you actually build that portfolio of longterm business?
Tanvi shares a use case and real example of how Saranac Partners look at the client needs.
If somebody who's embarking on a journey like Tanvi’s, either it's a large institution or a startup who're dreaming of doing this, what will be two or three key points that Tanvi want them to think about?
How COVID-19 will impact the financial markets?
How has Saranac managed the transition from working from the office to working from home?
Does Tanvi think that majority of Saranac’s workforce will roll back to the office or does she see a much more of a blended hybrid model going forward?
What are the couple of things people should think about if they want to become successful entrepreneurs?
Tanvi shares her favorite book.
How can people find Tanvi online?