IDFC FIRST Bank Merger Performance and Strategy Update

Wealth Management AUM up 58% YoY to Rs. 10,679 crores 1 Assisted Transactions: Digitally assisted transaction execution for Mutual Funds 2 Investment Dashboard: Assets managed by RM, including Product & Asset-Class split Section 4: Products and Services 3 Held-away Portfolio - to track client's non-IDFC First portfolio along with in-house portfolio 4 Actionable insights: FD/SIP maturity, customer cash-flows, birthday reminders, asset allocation, sectoral exposure 5 Portfolio Analytics: Customer portfolio drill down with Asset-class wise holdings & Capital Gain Reports 6 Investment Ideas: Risk adjusted curated portfolios, product discovery via collections & filters 7 Goal Based Investing: Goal creation, implementation and progress tracking 8 Detailed Product Information: scheme performance, risk profile suitability & minimum investment details THE DIGITAL BANKER Digital CX WINNER Private Banking WINNER INNOVATION AWARDS 2099 Awords N IDFC FIRST BANK IDFC FIRST BANK OUTSTANDING DIGITAL CX-INTERNET BANKING (WEALTH MANAGEMENT) BEST PRIVATE BANK FOR WEALTH CREATION & PRESERVATION Investment Workbench can now be accessed by RMs over the internet from their bank supported devices 20 20 IDFC FIRST Bank

View entire presentation