Defining WealthTech Roadmap for a New-Age Financial Conglomerate

The Elevate partnered with the client to design an end-to-end WealthTech roadmap anchored in strategy, practicality, and differentiation.

Our engagement focused on four key workstreams:

• Industry Benchmarking
  Conducted a comprehensive benchmark of wealth management platforms across India, covering business models, digital capabilities, product architecture, RM tools, client experience, and data & analytics maturity.

• Internal Needs & Vision Alignment
  Worked closely with leadership, product teams, relationship managers, operations, and technology stakeholders to understand:
  • Current pain points and unmet needs
  • The organization’s strategic roadmap and growth aspirations
  • Non-negotiable regulatory, operational, and client service requirements

• Capability & Solution Design
  • Defined a baseline capability stack to ensure parity with leading industry offerings across client, RM, and product journeys
  • Identified opportunities to create bespoke, IP-led solutions tailored to the firm’s unique client segments, advisory philosophy, and operating model

• Prioritization & Investment Planning
  Developed a phased execution roadmap with:
  • Clear project prioritization
  • Indicative timelines
  • Estimated costs and budget ranges
  • Dependency mapping to support informed investment decisions