EP1004: Why Wealth Firms Need More Than Technology

Episode notes

Deepak Dastrala, CEO, Purple Fabric, Intellect Design arena As 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.

• EP1019: Beyond Core Banking: The Rise of the Modern Bank Operating System37 / 100
• EP1018: The Gen Z and Gen Alpha battleground30 / 100
• EP1017: The Quiet Reinvention of Transaction Banking24 / 100
• EP1016: The Cloud Is Rewiring India’s Trading Stack
• EP1015: Modernising core banking - the SBS approach