IBS Intelligence Podcasts | A Cedar Consulting Unit
EP1004: Why Wealth Firms Need More Than Technology
JUN 10, 202614 MIN
EP1004: Why Wealth Firms Need More Than Technology
JUN 10, 202614 MIN
Description
Deepak Dastrala, CEO, Purple Fabric, Intellect Design arenaAs the Middle East prepares for a massive intergenerational wealth transfer and rising demand for personalised financial advice, wealth management firms are rethinking how they engage clients, empower relationship managers, and scale operations. Puja Sharma speaks with Deepak Dastrala, CEO, Purple Fabric, IDA, about the growing role of AI-driven intelligence in wealth management, the shift from technology-led to insight-led advisory models, and how firms can balance growth, productivity, trust, and compliance in an increasingly competitive landscape.