IDFC FIRST Bank Risk Management & Asset Quality
Section 6: Products and Services
Wealth Management AUM up 37% YoY to Rs. 12,106 crores
1 Assisted Transactions: Digitally assisted transaction execution for Mutual Funds
2 Investment Dashboard: Assets managed by RM, including Product & Asset-Class split
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
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Investment Ideas: Risk adjusted curated portfolios, product discovery via collections & filters
Goal Based Investing: Goal creation, implementation and progress tracking
Detailed Product Information: Scheme performance, risk profile suitability & minimum investment details
Digital Bancassurance Platform (1st Bank in India): Seamless assisted insurance digital journeys launched for Life Insurance products
10 Digital Journeys for Government Insurance & Pension schemes: Offering an end-to-end digital purchase experience for PMSBY, PMJJBY & APY
IDFC FIRST
Bank
THE
DIGITAL
BANKER
Digital CX
OUTSTANDING DIGITAL CX-INTERNET
BANKING (WEALTH MANAGEMENT)
WINNER
Private Banking WINNER
INNOVATION AWARDS 2099
Awords N
IDFC FIRST
BANK
IDFC FIRST
BANK
BEST PRIVATE BANK FOR WEALTH
Investment Workbench can now be accessed by RMs over the
internet from their bank supported devices
CREATION & PRESERVATION
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