BRINGING CUSTOMERS IN THE DIGITAL AGE

Sandeep Lalwani
The Millennial generation The Millennial Age

Remote
Personalization
Engagement

Unified Customer Social Media

Experience Integration

Cognitive
Learning
THE MILLENNIAL AGE
 Income and Expense Savings and
Tax planning
management Investment

PERSONAL FINANCIAL
MANAGEMENT
 Customized
Goal Setting
Investment Plan

PHP

PHP M

Asset Allocation PHP

Goal Review

PHP
PHP M PHP
Build Investment Remote
Strategy Engagement
PHP

INVESTMENT
MANAGEMENT
 Market Events & News

Peer Group /
Influencers Financial Goals

Behaviors Social Media

Assets
Current
Family Projected
Preferences

Liability /
Public Data
Commitments

Risk Appetite / Profile Income / Expenses

Earnings / Wages
Age , Returns, Limits Expenses

Experiences
Transactions
PERSONA OF ONE

Returns
 Delivery
Source Ingest

Structured Insights & Actionable

Data

Cognitized Data / Graphs

Miles
Enterprise Data
Enriched Data
Channels
PHP PHP PHP PHP
PHP M Social Public Private Data Destinations

Actors
Unstructured Devices & Channels
Data

PHP Middleware Stack

Social Media PHP PHP PHP
Blogs PHP M
Public Data Cloud Layer

PHP PHP Learn PHP PHP

PHP M

COGNITIVE
ARCHITECTURE PHP PHP PHP
 Kotak Holdings

Leading Banking And

Largest Wealth
Financial Services
Manager In India
Group

Mutual Funds, Debt,

Equity, Fixed Deposits,
Structured Products,
And Bank Accounts

KOTAK BANK - ENRICHED

CUSTOMER EXPERIENCE
 Kotak Holdings

Predictive Analytics Native Apps

Exceptional Enhance Anytime, Anywhere

Client Experience Information

MOBILITY
INNOVATION
 Online Mutual
Boutique Wealth PHP 2.2 M
Fund Portal
Management Firm
Happyness Factory

PHP 4.15 M
 PHP 37,615

Personalized Managing Investment

Portfolio PHP 0.75 M today = PHP 1.99 M Goals

PHP 37,615 PHP 9.93 M PHP 24.22 M

PHP 43,910

Online Portfolio Periodic Review And

Creation Tracking
 Connected, Smart
Artificial Intelligence Objects
(Internet Of Things)

The Re-emergence Of
Virtual Reality And
Augmented Reality

FUTURE
 Thank You
India UAE
Miles Software Solutions Pvt. Ltd. Miles Software Solutions FZ-LLC
B - 801, Trade World, Kamala Mills, 210, Level 2, The Loft Offices,
Lower Parel (W), Building# 2, Entrance C,
Mumbai 400013. Dubai Media City, Dubai,
T: +91-22-66518400 T: +971 (4) 422 5817
Philippines Europe
Miles Software Solutions Inc. Abhishek Rohatgi
40th Floor, PBCOM Tower, Vice President - Sales - Europe
6795 Ayala Avenue corner
V.A. Rufino St. T: +44-75025-15657
1226 Makati City, Philippines
T: +63 2 224 4393 (vOffice)
T: +63 2 543 1486
www.milessoft.com