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Nitya Srinivas

Domain Consultant
TCS
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14 Aug 2023
Location
Hyderabad
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Followed by John Sims, Martha Boyle and 5 others you follow

Bio

Part of Industry Advisory group at TCS, doing market research in Wealth Management and Capital markets space

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Domain Consultant
TCS
To Present
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Nitya Srinivas

UK Pension Dashboard – Opportunities to enhance customer experience

Abstract The current macro-economic situation and high inflation has made individuals concerned whether their savings and pensions will be adequate for a comfortable retirement income. This concern is compounded by the fact that there is no consolidated view available to them across all the pension plans and no simple way to trace “lost” pensions....

30 January 2024 Financial Services Regulation

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Extended trading hour – Differentiated value proposition for brokerage firms

Very timely article. Extended hours trading is gaining traction in the market as can be observed by the recent announcement by Charles Schwab (Ref. Schwab Expands 24-Hour Trading to All Its Retail Clients). Banks and Brokerages require to start preparing to offer this service to their customers

12 Feb 2025 05:27 Read comment

Automation ideas for FA-Client meeting lifecycle

Very interesting writeup. The author of the below article also mentions that he anticipates a 27% to 30% increase in productivity over 10 years for the advisory profession. https://www.fa-mag.com/news/ai-will-be-augmentative--not-dystopian--vanguard-economist-says-79838.html?section=151

08 Oct 2024 07:24 Read comment

Client onboarding an everlasting priority for wealth firms

Very relevant!

How should firms mitigate the risk of hacking and fraud while continuing with fully digital onboarding?

07 Dec 2023 08:54 Read comment

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Nitya writes about

  • regulation & compliance

Nitya's opinion archive

  • 2024 (1)
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